Portfolio administrator Work, Jobs in Liverpool, Msy (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
Lettings Administrator
X1 Management —Liverpool
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
Quick apply
Forensic Client Services Administrator
Eurofins UK Forensic Services —Warrington
- Full-time
- Laboratory experience
- Data entry
- Free parking
- Annual leave
Quick apply
4d
Accounts Administrator
Bridging Finance Solutions —Wallasey
- Full-time
- Computer literacy
- Organisational skills
- Computer skills
Quick apply
5d
Platform Administrator
Hoxton Wealth —Liverpool
- Organisational skills
- Financial services
- Communication skills
Quick apply
Administrator
Connolly Limited —Wigan
- Part-time
- Microsoft Word
- Administrative experience
- Organisational skills
Quick apply
3d
Lettings Administrator
Property Centre —Wallasey
- From £12.71 an hour
- Part-time
- Computer literacy
- Writing skills
- Organisational skills
Quick apply
Mortgage Operations Administrator
Placing Faces —Warrington
- £30,000 - £40,000 a year
- Full-time
- CRM software
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Contracts Administrator
Assystem —Warrington
- Continuous improvement
- Organisational skills
- Contracts
Office Administrator
Zebra Pen (UK) Ltd —Runcorn
- £26,000 a year
- Full-time
- Hybrid work
- English
- Administrative experience
- Analysis skills
- Free parking
- Life insurance
Quick apply
5d
Warehouse Administrator
Honeywell —Ellesmere Port
- Full-time
- Warehouse experience
- Communication skills
Accounts Administrator
M&A Management —Wigan Central
- £28,000 - £32,000 a year
- Full-time
- Organisational skills
- In-person
- Free parking
Quick apply
12d
Talent Acquisition Team Leader
The Riverside Group —Liverpool
- £35,633.56 - £38,495.56 a year
- Full-time
- Management
- Continuous improvement
- Human resources
10d
Commercial Property Manager – North-West
Fisher German —Liverpool
- Part-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Organisational skills
- Employee assistance programme
HR & Recruitment Administrator
FI Real Estate Management —Chorley
- Full-time
- Administrative experience
- Human resources
- Recruiting
- Free parking
- Health & wellbeing programme
Quick apply
3d
Business Support Administrator
Landmark Collections —Lostock
- From £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
- Annual leave
Quick apply
2d
Paraplanner - Fixed Term Contract
Attivo Group —Liverpool
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
4d
Goods In Administrator
Home Bargains —Great Sankey
- £13.89 an hour
- 12 hour shift
- Data entry
- Warehouse experience
- Communication skills
- Store discount
- Annual leave
Quick apply
Financial Services Operations Administrator
TrinityBridge —Northwich
- Overtime
- Computer literacy
- Data entry
- Communication skills
Office Administrator/Receptionist
PORTFOLIO 2008 LTD —Newton-le-Willows
- £22,004 - £25,776 a year
- Temporary
- Microsoft Word
- Maths
- Contracts
Quick apply
12d

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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

portfolio administrator jobs in liverpool, msy

Wealth Management Administrator

Lettings Administrator

Forensic Client Services Administrator

Accounts Administrator

Platform Administrator

Administrator

Lettings Administrator

Mortgage Operations Administrator

Contracts Administrator

Office Administrator

Warehouse Administrator

Accounts Administrator

Talent Acquisition Team Leader

Commercial Property Manager – North-West

HR & Recruitment Administrator

Business Support Administrator

Paraplanner - Fixed Term Contract

Goods In Administrator

Financial Services Operations Administrator

Office Administrator/Receptionist

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