Financial Services Admin & Customer Services Ass...

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)