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Financial Administrator-(part-time or full-time)-Wealth Management Firm-Liverpool - £30k-£35k plus..

Job LocationLiverpool
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

plus Full study supportAre you an experienced Financial Administrator seeking an exciting opportunity to join a reputable independent financial advice business Our client, a leading firm in the Northwest, is renowned for delivering top-tier advice across various financial domains,including Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections. With a client base spanning retiree, City professionals, families, and professional athletes, they are now seeking a dedicated Financial Administratorto join their dynamic team.The Managing Director is introducing a brand-new role for an experienced Financial Administrator to support their team of highly established Advisers. Whether you prefer part-time or full-time hours, this role offers flexibility and the opportunity to workin a collaborative office environment three days a week, with the flexibility to work from home for the remaining two days once established. Youll be responsible for end-to-end administration tasks, supporting Advisers, and managing client portfolios. Experiencewith platforms such as Aviva, Royal London, and Prudential, as well as familiarity with tools like FE Analytics or Cashcal, is advantageous but not essential as full training will be provided.This role is suitable for experienced Financial Administrators, with studies being desirable but not essential. Whether youre returning to work or seeking part-time opportunities, we welcome your application. With ambitious plans for organic growth, theresample scope for career progression and development within our firm. Youll enjoy a secure and rewarding role, complemented by an excellent benefits package and bonus structure. They offer a competitive basic salary ranging from £30,000 to £35,000 (pro-ratafor part-time), depending on your experience level.If youre ready to join an entrepreneurial and forward-thinking business committed to delivering exceptional service to its clients, wed love to hear from you. Apply now to take the next step in your career journey.*Please note: Candidates must be office-based initially, with the option to work from home two days a week following establishment within the company. *Please contact Joanna Clark to discuss this Financial Administrator role further.

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Financial Administrator-(part-time or full-time)-Wealth Management Firm-Liverpool - £30k-£35k plus.. Related Jobs

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