The quick and easy way for a new Member to create a List account, or for an existing Member to upload an up-to-date CV into your account.
Notes:
CVs can be uploaded with .doc, .docx or .pdf file extensions.
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For existing Members, provided the e-mail address you use above corresponds to that already recorded in your account, the new CV will be added to your account. Additionally uploading a CV will be taken as your agreement to our data management policy and terms.
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Financial Services Administrator
Job Summary
Advertiser
Salary / Rate
Posted
Search
Neg
16th March 2026
Location
Start Date
Merseyside
Type
Job Sector
permanent
Accountancy
Financial Services Administrator Location: Liverpool City Centre Salary: £24,000 - £30,000 (experience/qualifications dependent) Hours: Monday-Friday, 9am-5pm Contract: Permanent, Full-time About the Role We are seeking a highly organised and detail‑focused Financial Services Administrator to support a busy Financial Planning in delivering an exceptional service to clients. You will play a key role in preparing client information, supporting the advice process, and ensuring all records and documentation are accurate and compliant. This is an excellent opportunity for someone looking to develop their career within financial planning and progress their technical knowledge in a supportive team environment. Key Competencies Strong attention to detail Highly organised and efficient Client-focused with a professional approach Eager to learn and develop Positive, proactive "can‑do" attitude Desire to take on increasing responsibilityBenefits Pension scheme Life cover Funding for exams and…
