Assistant to financial adviser 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
26.121 EO Legal Administrative Assistant
Disclosure & Barring Service —Liverpool
- £30,993 a year
- Temporary
- Hybrid work
- Presentation skills
- Travel
- Organisational skills
- Annual leave
- Employee assistance programme
Lung Cancer Screening Nurse Associate/Assistant Practitioner
Liverpool Heart & Chest Hospital NHS Foundation Trust —Liverpool
- £28,392 - £31,157 a year
- Full-time
- Research
- Patient care
- Mentoring
2d

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assistant to financial adviser jobs near liverpool, eng

Wealth Management Administrator

RGH‑Global Limited
Liverpool

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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

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assistant to financial adviser jobs in liverpool, eng

Wealth Management Administrator

26.121 EO Legal Administrative Assistant

Lung Cancer Screening Nurse Associate/Assistant Practitioner

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