Location: Liverpool City Centre
Salary: £24,000 - £30,000 (depending on experience & qualifications)
Hours:Monday-Friday, 9am-5pm
Contract: Permanent, Full-time
We are looking for an organised, detail‑driven Financial Planning Administrator to join a busy and well‑established financial planning team in Liverpool City Centre. This role is ideal for someone with financial services administration experience-whether from an IFA practice, wealth management firm, or a broader financial services environment-who is looking to build their technical knowledge and progress within financial planning.
About the Role
You will play a key part in supporting the advice process, preparing client information, maintaining accurate records, and ensuring all documentation meets compliance standards. Working closely with advisers and paraplanners, you'll help deliver a smooth, professional service to clients.
This is an excellent opportunity for someone who enjoys a structured, client‑focused role and is keen to develop their career within financial planning.
Key Skills & Attributes
Strong attention to detail and accuracy
Highly organised with the ability to prioritise effectively
Professional, client‑focused approach
Willingness to learn and develop technical knowledge
Positive, proactive attitude
Desire to take on more responsibility as skills grow
Benefits
Pension scheme
Life cover
Full funding for CII exams, study materials and membership
Medical expenses cashback scheme
Company sick pay
Free financial health checks
Holiday Entitlement
22 days + bank holidays + Christmas/New Year shutdown
Additional holiday awarded with length of service
If you're interested in this opportunity, please email your CV to (url removed) to be considered.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Salary description
£24000.00 - £30000.00 per year