Liverpool
Client Support Administrator
Salary: Up to £30,000 (flexible for the right candidate)
A well-regarded financial advisory firm is seeking a Client Support Administrator to join their team in Liverpool. This is a great opportunity for someone detail-oriented and organised who enjoys working in a dynamic team environment.
Key Responsibilities:
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Support financial advisers by working with insurance, pension, and investment providers.
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Manage administrative tasks including scheduling appointments, handling correspondence, and answering calls.
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Assist with client servicing and maintain accurate records.
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Coordinate internal and client meetings and events.
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Provide general office support and contribute to overall team efficiency.
Requirements:
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Previous administrative experience, ideally in financial services.
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Strong organisational skills and attention to detail.
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Excellent communication and interpersonal abilities.
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Proficient in Microsoft Office and systems such as Intelliflo.
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Proactive attitude and willingness to take on new challenges.