Financial Services Admin & Customer Services Assistant

DCT Recruitment are looing for a Permanent Financial Services Admin & Customer Services Assistant to work in our ever growing Financial advisory office in Bootle

3 days per week (9am–5pm) Wednesday would be a required working day.
Pay: £15-£17 P/H experience dependent

Required working day: Wednesday
Opportunity to work for a close knit, independently run financial advisory company looking for a motivated Financial Services Admin & Sales Assistant to join team for 3 days per week (9am–5pm). This is a fantastic opportunity for someone who enjoys numbers, has strong attention to detail, and wants to build a long term career in finance, pensions, and wealth management.

What You’ll Be Doing
• General office administration including document handling, client correspondence, and data entry
• Sales support tasks such as preparing client packs and assisting advisers with follow ups
• Maintaining accurate records in line with GDPR requirements
• Using Microsoft Office for day to day tasks
• Supporting a small, friendly team and contributing to a positive office environment
• Assisting clients both via telephone and in person

What We’re Looking For
• Interest in finance and pensions with a willingness to learn
• GCSE Maths Grade 5 (C) or above
• Excellent attention to detail and accuracy
• Confident with Microsoft Office and general office duties
• Understanding of GDPR and handling sensitive information
• A proactive, organised team player
• Strong communication skills
• Warm and approachable manner

Why Join the team?
• Independent, supportive company where your contribution genuinely matters
• Close knit team with a collaborative culture
• Real opportunities to grow into Financial adviser roles
• Training provided

If interested, please email (url removed) or call (phone number removed)