Financial Services Administrator

Financial Services Administrator

• Liverpool City Centre (Hybrid - 1 day from home)
• £27,000 - £35,000 + annual bonus
• Monday - Friday | 35 hours per week (flexible)

The Role

We are recruiting for a Financial Services Administrator to join a growing financial services organisation in Liverpool. This role will support the operational delivery, ensuring processes are completed accurately, efficiently, and in line with regulatory requirements.

This is a great opportunity for someone with pensions or financial services experience looking to develop within a structured and supportive environment.

Key Responsibilities:

Operational Administration

• Process operational changes across pension schemes and records
• Support Terms of Business (TOB) administration
• Manage adviser and agency changes within service levels
• Maintain accurate client, adviser, and scheme data

Complaints & Customer Outcomes

• Log, track, and support complaint handling processes
• Gather information for investigations and monitor deadlines
• Maintain complaint MI and ensure regulatory timeframes are met
• Support Consumer Duty and vulnerable customer processes

Workflow & Case Management

• Manage shared mailboxes and workflow queues
• Prioritise tasks and monitor outstanding cases
• Escalate risks or delays where required

Quality & Controls

• Ensure accuracy and audit trails across all processes
• Support QA checks, audits, and compliance monitoring
• Assist with issue resolution and root cause analysis

Stakeholder Support

• Respond to queries from advisers, clients, and internal teams
• Liaise with third parties and build strong working relationships

What We're Looking For:

• Financial services experience, ideally in Investment Operations / Pensions Admin
• Knowledge of investment‑related regulation (e.g., ISAs, pensions)
• Strong organisational skills and attention to detail

• Ability to manage workloads and meet deadlines
• Understanding of working within a regulated environment

Desirable:

• Complaints handling or regulatory experience
• Knowledge of Consumer Duty
• Experience with Terms Of Business or adviser relationships

What's on Offer:

• Salary £27,000 - £35,000
• Annual bonus scheme
• Hybrid working (1 day from home)
• Flexible 35-hour working week
• Liverpool City Centre location
• Opportunity to develop within a growing financial services team

If this is a role that you would be interested in applying for then please email your CV to (url removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.