📍 Local Job Near You
Financial Services Admin & Customer Services Assistant
DCT Recruitment
📍
Seaforth, United Kingdom
Location
Seaforth
Posted
June 19, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
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
•...
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
•...