IFA Administrator
Search Consultancy LTD - Chester, Cheshire
£26,000 to £30,000 a year
On-sitePermanentFull time
IFA Administrator Location: Chester Salary: £26,000 - £30,000 Hours: Monday to Friday, 9:00am - 5:00pm The Opportunity We are working with a growing and supportive financial planning firm in Chester who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services, with clear progression routes into Paraplanning or becoming a Financial Adviser. You will be supporting a team of 5 Financial Advisers, gaining exposure to all aspects of client servicing and financial planning within a professional, friendly environment. The Role As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. Key responsibilities include: Providing administrative support to Financial Advisers and Paraplanners Managing adviser diaries and arranging client meetings Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA or financial services administration role Strong IT skills, including experience with spreadsheets and databases Excellent organisational and planning abilities A methodical and detail-focused approach High levels of integrity and professionalism What's in It for You? 20 days holiday + bank holidays (increasing with service) Private medical insurance Death in service benefit (3x salary) Company pension scheme Full support with professional industry qualifications Clear, supported career progression within financial planning 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.
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Entry Level Financial Services Opportunity
Search Consultancy LTD - Liverpool, Merseyside
On-sitePermanentFull time
Entry Level Financial Services Opportunities Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary w/ excellent benefits + progression opportunities This is an exciting entry level position for those with outstanding customer service and communication skills and a keen interest in developing their career within the Wealth Management industry. Successful applicants given the opportunity to progress within the sector through training and study support for industry relevant qualifications. About the role: The role would involve providing a critical service and being the initial point of contact for new clients seeking guidance or advice regarding their wealth/pensions both over the phone or through email. The role is varied, interesting, professionally and financially rewarding and offers an introduction to a meaningful career where personal development is highly encouraged. Experience required: The company will consider candidates with previous experience within a relatable and consultative role (banking, insurance or similar) as well as graduates with a relatable degree (i.e. Economics, Wealth Management, Finance, Business, Investments) looking for further career advancement within a buoyant market. The benefits of this role include: A competitive basic salary with the opportunity to earn additional bonus A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given No restriction on earnings potential The chance to join a progressive and ever expanding firm with clear career development Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! If this is a role that you would be interested in applying for then please email your CV to adam.molyneux@search.co.uk 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.
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Administrator
Search Consultancy LTD - Liverpool, Merseyside
£26,000 to £26,000 a year
On-sitePermanentFull time
Administrator Location: Liverpool City Centre Salary: £26,000 per annum Hours: Monday to Friday, 9:00am - 5:00pm Type: Full-Time, Permanent About the Role An exciting opportunity has arisen for an organised and detail-oriented Administrator to join a well-established organisation within the rehabilitation and injury management sector. Working from modern offices in Liverpool City Centre, you will play a key role in supporting both clinical diary management and general office administration. This position would suit someone who thrives in a fast-paced environment, enjoys coordinating schedules, and takes pride in delivering excellent administrative support. Key Responsibilities Managing and coordinating clinician diaries and appointments Scheduling patient consultations to maximise clinician availability Resolving diary conflicts and managing schedule changes Liaising with internal teams, referral companies, and external stakeholders Maintaining accurate records using Microsoft Office applications, including Word, Excel, and Outlook Supporting supplier management and maintaining strong working relationships Researching and sourcing appropriate rehabilitation providers based on client requirements Managing Data Protection inboxes and associated actions Assisting with general office administration duties Additional Duties Ordering office stationery and supplies Handling incoming and outgoing post Booking hotels and travel arrangements Greeting visitors and providing a professional front-of-house service Organising courier bookings and collections Supporting the wider team with ad hoc administrative tasks About You To be successful in this role, you will have: Previous administration experience Excellent organisational and time management skills Strong attention to detail Confidence using Microsoft Office packages, particularly Word, Excel, and Outlook Excellent communication skills, both written and verbal The ability to manage multiple priorities and adapt to changing demands A professional and confidential approach to handling sensitive information What's on Offer? Salary of £26,000 per annum Monday to Friday working hours, 9am - 5pm Liverpool City Centre location Supportive and collaborative working environment Opportunity to develop within a growing and established business If you're looking for an administration role where no two days are the same and you can make a real impact within a busy and supportive team, we'd love to hear from you. 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.
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Trainee Paraplanner
Search Consultancy LTD - Liverpool, Merseyside
£28,000 to £35,000 a year
HybridPermanentFull time
Trainee Paraplanner Liverpool City Centre / Hybrid (2 days from home) £28,000 - £35,000 (Dependant on experience) Hybrid Working (3 days office / 2 days home) Monday to Friday, 9:00am to 5:00pm The Opportunity A highly respected financial planning firm based in Liverpool City Centre is looking to recruit a Trainee Paraplanner to join its growing team. This position is ideal for an ambitious individual currently working as a Senior Financial Services Administrator, Client Services Administrator, or in a Trainee/Junior Paraplanner role who is looking to progress their career within financial planning. You will receive ongoing support and development, working closely with experienced Advisers and Paraplanners while developing your technical knowledge and progressing your paraplanning career. Key Responsibilities: Assist in the preparation of suitability reports and recommendation letters Conduct product, provider and fund research Gather and analyse client information Prepare review meeting documentation Liaise with Advisers, clients and product providers Support the paraplanning team with technical administrative duties Maintain accurate client records and ensure compliance processes are followed Assist with pension, investment and protection case work About You We are keen to speak with individuals who possess: Previous experience within a Financial Planning, Wealth Management or Independent Financial Advice environment Experience as a Senior Administrator, Client Services Administrator, Trainee Paraplanner or Junior Paraplanner Excellent organisational and communication skills Strong attention to detail The ability to manage multiple tasks and deadlines effectively A desire to build a long-term career within paraplanning and financial planning Progress towards, or an interest in studying towards, Level 4 Diploma qualifications would be beneficial What's on Offer? Competitive salary and benefits package Hybrid working with 2 days per week from home Modern Liverpool City Centre offices Clear career progression into a Paraplanner role Ongoing training and professional development Support towards financial planning qualifications A collaborative and supportive team environment Apply Now If you're an experienced Financial Services Administrator ready for the next step, or an existing Trainee/Junior Paraplanner looking to further develop your career, we'd love to hear from you. Apply today to find out more about this exciting opportunity in Liverpool City Centre. 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.
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Investment Operations Administrator
Search Consultancy LTD - Liverpool, Merseyside
On-sitePermanentFull time
Investment Operations Administrator Salary - Negotiable depending on experience Liverpool City Centre Permanent 9:00am-5:00pm Are you looking to build a meaningful career within financial services? My client, a reputable and fast‑growing organisation based in the heart of Liverpool City Centre, is seeking a talented Investment Operations Administrator to join their team on a permanent basis. This is a fantastic opportunity for someone who enjoys detail, problem‑solving, and providing exceptional service. The role is varied, rewarding, and offers genuine prospects for professional and financial development. What We're Looking For To thrive in this role, you'll need: Previous experience within the financial services sector CISI Investments Operations Certification or equivalent is highly desirable, but candidates without this will be considered and supported to obtain the certification Excellent written and verbal communication skills A proactive, customer‑focused approach Strong time‑management and organisational ability Confidence working to deadlines and managing multiple tasks The benefits of this role include: A competitive basic salary with the opportunity to earn pay increases through achieving qualifications in financial planning (paid for by the company) A great office atmosphere Outstanding training and development opportunities including industry qualifications Full training and support given Work in a friendly environment with happy and loyal customers Regular staff events 25 days holiday Cycle to work scheme + much more! Why Apply? This role isn't just a job, it's an entry point into a long‑term, meaningful career in investment operations. You'll gain hands‑on experience, grow your expertise, and be part of a supportive team where development is genuinely encouraged. If you're driven, detail‑oriented, and ready for your next challenge, apply today - we'd love to hear from you. 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.
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Sales Administrator
Search Consultancy LTD - Knowsley, Merseyside
£27,000 to £30,000 a year
On-siteContractFull time
Sales Administrator Location - Liverpool Salary - £27,000 - £30,000 Contract - 12 month fixed term contract Hours - Full time, Monday to Friday, 8:45 - 5pm Your new company My client is looking for a dynamic and experienced Sales Administrator to join their busy and fast paced team due to growth. This is an exciting opportunity to become a part of an experienced team within an international organisation. The role will be on offered on an initial 12 month fixed term contract. Your new role The main purpose of your role is to manage sales orders from receipt to delivery whilst ensuring excellent customer service is delivered at all times. Key duties will include: Handling customer queries Managing order processing Liaising with Sales Managers and communicating with other internal departments. You will also be expected to complete any other ad-hoc administration tasks as well as building relationships and keeping up to date with any new product information. What you'll need to succeed You must have previous experience processing orders and managing customer accounts. Relationship building and client care is key for this role so you will be able to demonstrate this in a previous position. You will be self motivated and be able to use your own initiative as well as being systems savvy and able to pick up new systems quickly. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. 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
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German Speaking Customer Service Administrator
Search Consultancy LTD - Knowsley, Merseyside
£30,000 to £30,000 a year
On-sitePermanentFull time
German Speaking Administrator Liverpool Salary - £30,000 per annum Full time - Monday to Friday, 8:45am - 5pm Permanent Holidays - 25 days + bank holidays + birthday off! We are currently looking to hire an experienced Customer Service Administrator who is fluent in both German and English. Our client operates on an international scale and requires a bilingual candidate to process customer orders for their German market. The main purpose of your role is to manage sales orders from receipt to delivery whilst ensuring excellent customer service is delivered at all times. Key duties will include: handling customer queries, managing order processing, liaising and communicating with other internal departments. You will also be expected to complete any other ad-hoc administration tasks as well as building relationships and keeping up to date with any new product information. The salary for this role is £30,000 per annum. What experience do you need? Fluent in both German and English languages Good spoken and written communication skills Reliable with excellent time management skills Experience inputting data Confident with using computers Benefits: Immediate start available No weekends Accessible location / free car parking Holidays - 25 days + bank holidays + birthday off! If you would like to apply for this position please submit your application online or email your CV to adam.molyneux@search.co.uk 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.
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Senior Investment Operations Administrator
Search Consultancy LTD - Liverpool, Merseyside
On-sitePermanentFull time
Senior Investment Operations Administrator Location: Liverpool City Centre Hours: Monday-Friday, 9am-5pm Salary: Competitive (DOE) Benefits: Excellent benefits package A fantastic opportunity has arisen for an experienced Senior Investment Operations Administrator to join a growing financial services organisation. This senior position sits within the Operations team and plays a key role in regulatory reporting, process improvement, quality assurance and the day-to-day support of Investment Operations. Key Responsibilities Reporting into the Investment Operations Supervisor, this role is responsible for supporting the delivery of high-quality investment administration services. The Senior will act as a key point of contact for query resolution, perform quality control checks, and support the training and development of team members. The role contributes to maintaining operational excellence and ensuring regulatory compliance across all processes. What We're Looking For Strong analytical and numerical skills Excellent written and verbal communication abilities Proven experience within financial services, ideally in an Investment Operations environment Good working knowledge of investment-related regulation (e.g. ISAs, pensions, FCA CASS/COBS) Advanced Excel skills with experience handling and analysing large datasets Ability to produce clear, concise business and operational documentation Experience managing initiatives or process improvements end to end High level of attention to detail and accuracy Ability to work autonomously while contributing effectively within a team Qualifications CISI Investment Operations Certificate (IOC) or equivalent qualification If this role is of interest, please email your CV to adam.molyneux@search.co.uk. 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.
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Sales Advisor
Search Consultancy LTD - Skelmersdale, Lancashire
£28,000 to £30,000 a year
PermanentFull time
Sales Advisor Location: Skelmersdale Salary: £28,000 - £30,000 basic (Realistic £40K - £45K OTE) Contract: Full time, Permanent Hours: Monday to Friday (37.5 hours or option to work part time) If you are looking to join an exciting and growing business based in the Skelmersdale area that can offer not only a competitive basic salary & bonus scheme, long term progression and a great place to work, then this is the role for you. This role can be offered on a full time or part time basis (part time hours to be discussed). Working in a fun and vibrant environment, you will be tasked with: Outbound calls to new and existing customers (warm) and task management Providing quotes and converting sales Account Managing clients in order to ensure repeat business Assisting customers with general l queries Handling customer service enquiries Working to targets Conduct Customer care calls Upselling and cross selling additional products and services This role is ideal if you are energetic and outgoing with experience in working within a sales environment. Additionally, if you are looking to join a growing company with the opportunity to progress and develop your career then this could be the right role for you. If you are interested in applying then submit your CV by applying online or email adam.molyneux@search.co.uk 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.
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Trainee Financial Advisor
Search Consultancy LTD - Liverpool, Merseyside
£25,000 to £32,000 a year
On-sitePermanentFull time
Trainee Financial Advisor Liverpool City Centre Monday to Friday, 9am - 5pm Competitive salary + study support + excellent progression opportunities Clear pathway to becoming a Financial Planner Are you currently studying towards your Level 4 Diploma in Financial Planning and looking for your first opportunity within financial advice? Or perhaps you're already working within financial services and are looking for a route into a client-facing financial planning career? This is an exciting opportunity to join a highly regarded Wealth Management firm that is committed to developing the next generation of Financial Advisors. Successful applicants will receive ongoing training, professional qualifications support and mentorship from experienced Financial Planners, with a structured pathway towards becoming a qualified advisor. About the Role As a Trainee Financial Advisor, you will work closely with experienced Financial Planners and support teams while developing the technical knowledge and practical skills required to advise clients on their financial futures. The role offers exposure to all aspects of the financial planning process, including pensions, investments, protection and retirement planning. This is a varied, rewarding and highly developmental role, offering the opportunity to build a long-term career within a respected and growing profession. Exper ience and Qualifications We welcome applications from candidates who are passionate about developing a career within financial planning, including: Individuals currently studying towards the Level 4 Diploma in Financial Planning. Candidates with experience within financial services, including banking, mortgages, insurance, wealth management, financial administration or paraplanning. Graduates with degrees in Finance, Economics, Business, Wealth Management or related disciplines. Individuals from customer-focused or professional service backgrounds who are committed to pursuing a career in financial advice. Those with excellent communication and relationship-building skills. Candidates with a genuine interest in personal finance, investments and wealth management. The Benefits of This Role Include: Competitive basic salary. Full study support towards industry-recognised qualifications. Structured training and development programme. Clear progression pathway to Financial Planner/Financial Advisor. Mentorship from experienced industry professionals. Opportunity to gain hands-on experience within a respected wealth management firm. Friendly and supportive office environment. Regular team and company events. 25 days holiday plus bank holidays. Pension scheme. Cycle to work scheme. Excellent long-term career prospects within a growing organisation. If you are looking for an opportunity to take the next step towards a career in financial planning and would like to join a business that is genuinely invested in your development, we'd love to hear from you. To apply, please send your CV to adam.molyneux@search.co.uk 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.
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