Wealth management Work, Jobs in Liverpool, Eng (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Liverpool
- £26,000 - £28,000 a year
- Full-time
- Hybrid work
- CRM software
- Computer skills
- Financial services
- Flexible schedule
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Writing skills
- Organisational skills
- Computer skills
- Store discount
- Health & wellbeing programme
Quick apply
Paralegal - Court of Protection
Weightmans —Liverpool
- Full-time
- Computer literacy
- Travel
- Computer skills
Executive Assistant - Europe & International
Dechra Pharmaceuticals PLC —Northwich
- Microsoft Outlook
- Administrative experience
- Continuous improvement
- Employee assistance programme
Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Social media management
- Administrative experience
Quick apply
Platform Administrator
Hoxton Wealth —Liverpool
- Organisational skills
- Financial services
- Communication skills
Quick apply
14d
Disputed Wills Trusts and Estates Senior Solicitor
Weightmans —Liverpool
- Full-time
- Computer literacy
- Business development
- Analysis skills
11d
Leads Co-Ordinator & Financial Administrator
Beaumont Wealth —Chester
- From £30,000 a year
- Full-time
- CRM software
- Organisational skills
- Financial services
Quick apply
9d
Conveyancing Executive / Solicitor
Paul Crowley & Co Solicitors —Liverpool
- Hybrid work
- Business development
- Communication skills
- Free parking
Quick apply
Financial Services Administrator
Countrywide Financial Solutions —Lytham
- Up to £28,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
3d
Associate Director - Cost Management - Energy & Natural Resources
Turner & Townsend —Warrington
- Full-time
- Team management
- Contracts
Quick apply
10d
Hire Desk Manager
Nationwide Platforms —Birchwood
- Computer skills
- Training & development
- Leadership
- Free parking
Assistant Manager - Rodd & Gunn, Chester
Rodd&Gunn UK Ltd —Chester
- £26,000 - £29,000 a year
- Full-time
- Customer service
- In-person
- Retail management
- Store discount
- Employee discount
Quick apply
8d
Freelance Supervising Social Workers for Assessments
Family Care Group —Chorley
- Part-time
- No experience needed
Business Development Manager - Regional Sales
Nationwide Platforms —Warrington
- Microsoft Powerpoint
- Microsoft Word
- CRM software
GIS Technician
Bowland Ecology Ltd —Daresbury
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Bachelor's degree
- Employee assistance programme
Quick apply
Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Liverpool
Hourglass Cosmetics —Liverpool
- Part-time
- Sales
- Computer literacy
- Typing
Quick apply
10d
Hire Desk Controller
Nationwide Platforms —Birchwood
- Communication skills
- Negotiation
- Annual leave
- Employee discount
3d
Transfers Officer (6 month FTC)
TrinityBridge —Northwich
Senior Planner
AmcoGiffen —Warrington
- £65,000 - £75,000 a year
- Full-time
- Civil engineering
- Data analysis skills
- Mentoring
- Life insurance
Quick apply

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Wealth Management Administrator

RGH‑Global Limited
Liverpool

Apply Now

Job details

Full-time
£26,000 - £28,000 a year

Benefits

Company pension
Flexible schedule

Qualifications

CRM software
Client engagement
Administrative support experience
Microsoft Office Suite
Administrative and business operations experience
Computer skills
Financial services
Communication skills
Time management
Office experience

Full job description

Wealth Management Admin – Liverpool (Hybrid)

Job Type: Full-time or Part-time (min. 25 hours per week)
Salary: £26,000 – £28,000 per year
Location: Liverpool (Hybrid working available)

A well‑established and growing Wealth Management Practice is seeking a motivated Wealth Management Assistant to join its supportive and professional team. This is an excellent opportunity for an experienced administrator to develop their career within a fast‑paced, client‑focused financial services environment.

The practice consists of a small team of financial advisers supported by an experienced administration function. They specialise in providing high‑quality financial planning services to high‑net‑worth individuals and successful business owners.

The Role

As a Wealth Management Assistant, you will provide essential support to advisers and clients, covering a wide range of administrative and operational duties, including:

Delivering comprehensive administrative support to advisers and wider colleagues
Managing and preparing key data for client reports and portfolio reviews
Producing meeting packs and writing follow‑up client meeting notes
Handling client and provider enquiries via phone, email, and letter
Managing and updating the Practices CRM system
Diary management for senior team members
Processing new business and liaising with relevant external administration teams
Ensuring the smooth day‑to‑day running of the practice through proactive organisation and attention to detail

Full training is provided, with clear opportunities for progression and professional development.

The Person

The ideal candidate will have:

Previous experience within an administrative or office support role
Financial services experience (Wealth Management, IFA, etc.) – desirable but not essential
Excellent customer service skills and the confidence to build strong client relationships
Strong IT skills, including Microsoft 365 and the ability to learn new systems quickly
High attention to detail and strong problem‑solving abilities
Excellent written and verbal communication skills
Strong organisational and time‑management capabilities
A professional, discreet, and proactive approach

Benefits

Competitive salary: £26,000–£28,000
Flexible working hours (25–35 hours per week)
Hybrid working
Company pension
Long‑term career development within a respected wealth management environment

If you are an organised, proactive administrator looking to grow your career in a professional and supportive wealth management setting, we would love to hear from you.

Apply Now

Refine Your Search

wealth management jobs in liverpool, eng

Wealth Management Administrator

IFA Administrator

Paralegal - Court of Protection

Executive Assistant - Europe & International

Administrator

Platform Administrator

Disputed Wills Trusts and Estates Senior Solicitor

Leads Co-Ordinator & Financial Administrator

Conveyancing Executive / Solicitor

Financial Services Administrator

Associate Director - Cost Management - Energy & Natural Resources

Hire Desk Manager

Assistant Manager - Rodd & Gunn, Chester

Freelance Supervising Social Workers for Assessments

Business Development Manager - Regional Sales

GIS Technician

Retail Artist (Part Time (2 Days/16 Hours)) - John Lewis Liverpool

Hire Desk Controller

Transfers Officer (6 month FTC)

Senior Planner

I want to receive the latest job alerts for wealth management in liverpool, eng

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