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Our client, a well-established firm in Chester, is looking to recruit a Financial Administrator who has experience working within an IFA practice. This opportunity offers career progression, numerous benefits, and an excellent working environment.
The successful Financial Administrator will be offered:
- Basic salary ranging from £28,000 - £32,000 dependent on experience
- 25 days holiday plus bank holidays
- Annual pay review
- Monday – Friday 9.00 – 5.30pm with access to flexible working hours
- Pension scheme
- Training and Progression
- Qualifications paid for along with study leave.
Key Responsibilities of the Financial Administrator include:
- New business processing (investments, pensions, mortgages & life).
- Client servicing, e.g., switches, rebalance, withdrawals etc.
- Providing quotes using exchange and platforms.
- Dealing with policy enquiries.
- Telephone and reception duties as required
- General Admin support including handling posts and typing.
To be considered for this Financial Administrator role, you must have the following:
- Previous experience working within Financial Services or similar sector..
- Organised & methodical with excellent attention to detail.
- Ability to prioritise and meet targets and deadlines.
- Effective communication skills.
- Strong IT skills, specifically in MS Office – Word, Excel and Outlook.
- Experience of the IO (Intelliflo) back office system would be an advantage, together with the experience of some, or all, of the following platforms:
- Abrdn
- Aviva
- Aegon
