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Financial Consultant

Client-Centric Financial Planning Administrator

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Prestige Recruitment Group
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A growing financial planning firm in Liverpool is seeking a detail-focused Financial Planning Administrator to enhance client experiences. The role involves managing client queries, coordinating paperwork, and maintaining performance reports. Ideal candidates will have over a year of experience in financial services, a strong grasp of pensions and investments, and familiarity with tools like Intelliflo. This position is perfect for those who thrive on precision and teamwork.

Competitive salary offered.
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