We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.
As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.
We are looking for a financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there.
The role
Key Responsibilities include:
* New business processing (investments, pensions, mortgages & life).
* Client servicing, e.g., switches, rebalance, withdrawals etc.
* Dealing with policy enquiries.
* Telephone and reception duties as required
* General Admin support including call handling, post, typing, meeting and greeting clients.
Skills and experience
* You have previous experience of working within an Independent Financial Adviser practice
* You are organised & methodical
* You have excellent attention to detail and high standards of accuracy
* You are organised and able to prioritise and meet deadlines
* You have effective communication skills
* You thrive working as part of a team
* You have strong IT skills, specifically in MS Office Word, Excel and Outlook
* Experience of IO (Intelliflo) back office system would be an advantage
* Experience of some, or all, of the following platforms:
o Abrdn
o Aviva
o Aegon
Excellent benefits include
* A full-time position
* A salary to match your talent/experience
* 20 days holiday entitlement + bank holidays
* Annual pay review with performance linked pay increases
* 9am-5.30pm, access to flexible working hours when required
* Reach your career goals with outstanding training and progression, including internal and external training programmes
* Full sponsorship for financial advice qualifications
* Study days for relevant examinations
* Access to free financial advice and support
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