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:
o Abrdn
o Aviva
o Aegon
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