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Financial Services Admin & Customer Services Assistant

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DCT Recruitment
📍 Seaforth, United Kingdom
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Location Seaforth
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Posted June 19, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

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
•...

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📍 Location Details

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City
Seaforth
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Country
United Kingdom
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Commute
Local Area

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