Main Purpose of Role: As a Finance Systems Administrator, you will be entrusted with decision-making, advising stakeholders, evaluating processes, and troubleshooting to ensure seamless operations and drive continuous improvement.
Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is seeking a talented Financial Administrator to join their team in Liverpool.
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm?
With a client base that includes over 200 retirees, City professionals, families, and professional athletes, this firm manages a wide range of assets, from £100k to several million.
Financial Administrator reporting to the Finance & Operations Manager.
The role of Finance Administrator is a crucial one in our small Finance team, where the successful candidate will be responsible for maintaining financial records.
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
As they continue to grow, they are looking for a passionate investment professional to join the team.
Job Description
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client's values and goals.
Due to continued growth, we have some opportunities for experienced Pension Administrators to join a pensions administration team in Liverpool for a Global Financial Services Organisation.
These are Monday to Friday roles with no weekend working!
They will invest in your training and development from day one, have clear development paths and give you all the support and motivation you need working in friendly, inclusive teams.
A leading financial services firm in Liverpool City Centre are currently recruiting for a Pension Administrator to join their expanding team.
The successful candidate will be responsible for providing support in all aspects of pension administration, and you will be part of a small, dynamic team, working alongside more senior pensions administrators.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.