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Client-Focused Financial Administrator & Planner

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Placr Recruitment
Full Time position
Listed on 2026-06-25
Job specializations:
  • Finance & Banking
    Financial Analyst, Finance Assistant
Job Description & How to Apply Below
Position: Client-Focused Financial Administrator & Planner Support

Placr Recruitment is seeking a detail-oriented Financial Administrator to join a growing financial planning firm in the United Kingdom. The role includes managing client accounts, preparing reports, and assisting in financial planning.

The ideal candidate will have at least a bachelor’s degree in Finance or Economics and 2+ years of experience in a relevant field. Strong organizational and communication skills are essential, along with proficiency in Microsoft Office and financial software programs.

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