Financial Planning Admin & Case Specialist
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-06-05
Listing for:
Ellis James Partners Ltd
Full Time
position Listed on 2026-06-05
Job specializations:
-
Administrative/Clerical
Job Description & How to Apply Below
Ellis James Partners Ltd is looking for a Technical Administrator in Financial Planning to support advisers in processing client cases accurately and efficiently. The role involves maintaining documentation, liaising with clients, and ensuring smooth operations in either Canford Cliffs or Sherborne offices.
Successful candidates will display strong organizational skills and attention to detail, with previous experience in administrative roles, preferably within financial services. This is a full-time position that demands a professional approach and willingness to learn.
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