Financial Services Administrator

Job Ref: 
Liverpool City Centre

Based within impressive city centre offices, my client is a highly reputable and well respected Wealth Management firm, with a strong presence in the Liverpool market.

Due to continued success, this leading firm now have an exciting opportunity available for a Financial Services Administrator  to join their busy team on a permanent basis.


Key responsibilities for the Financial Services Administrator:


  • Client servicing responsibilities such as processing electronic cash payment and internal transfers, maintaining static data on various in house systems, processing fees at each month end and one off fees as required.

  • Adopt a high quality culture to minimise error, ensuring quality service levels and high standards are delivered.

  • Ability to liaise effectively and constructively with internal and external companies


Essential Requirements are:


  • You ­must have previous experience from a customer service and administrative background in financial services

  • Excellent communication skills and the ability to adapt conversation to suit any level within the organisation.

  • Ability to work well within a team but concurrently comfortable to work as an individual.

  • Strong attention to detail, problem solving and is dedicated to providing excellent client service.


This is an exciting opportunity for an individual to join a highly successful Liverpool city centre based firm. Alongside the above duties, you must be able to accurately process high volumes of work to strict deadlines set by both the company and the FCA. If you think you meet the above criteria for the Financial Services Administrator then please apply now using the link below.


If you have all of the above requirements for the Financial Services Administrator  position, then please apply now using the link below.


The above vacancy is only one of many that we are handling.  Marshall Moore specialises in recruiting for all types of administration vacancies within financial services, including:


  • ISA Administrator

  • Settlements Administrator

  • UK and Foreign Payments Administrator

  • Transfers Administrator

  • Reconciliations Administrator

  • Dividends Administrator

  • Corporate Actions Administrator

  • Pensions Administrator

  • Unit Trust Transfers


Marshall Moore is a leading specialist accountancy and finance recruitment consultancy. If you would like a confidential discussion about your requirements, please don’t hesitate to call Marshall Moore at our Liverpool office. Alternatively submit your CV for immediate consideration and you will be contacted by one of our specialist consultants.

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