Cestrian Financial Planning Services Ltd is a second-generation family business established in Chester in 1980, dedicated to helping clients achieve their financial aspirations and improve their lives. As Chester's first Chartered Financial Planning firm and the 17th in the UK to attain this distinction, the company upholds the highest technical expertise and professional standards, regularly audited by the Chartered Insurance Institute. With a team of highly qualified professionals holding extensive experience in financial services, Cestrian prides itself on offering exceptional service to clients, many of whom remain with the firm across generations. The company is rooted in a legacy of trust, having built its clientele predominantly through professional referrals and personal recommendations.
Role Description
This is a full-time Administrator role based on-site in Chester. The Administrator will be responsible for supporting the daily operations of the business, managing client communications, maintaining accurate records, and ensuring compliance with regulatory standards. The role also involves coordinating with advisers, preparing client documentation, and supporting the team in delivering high-quality financial services.
Experience
* Strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently
* Proficiency in using administrative tools and software, such as Microsoft Office Suite
* Excellent communication skills, both written and verbal, for client interaction and correspondence
* Basic understanding or an interest in financial services and associated administrative processes
* Ability to collaborate effectively with team members and work in a professional environment
* Previous experience in a financial services administrative role, with familiarity in a range of platforms and Xplan, being a distinct advantage.
Benefits
* Monday to Friday, 9:00am - 5:00pm
* 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 25 days
* Company pension
* Annual discretionary bonus
* Cycle to Work scheme
* Cestrian encourages and supports undertaking CII examinations and other professional development
* Salary £25,000pa - £31,000pa gross, dependant on experience and qualifications.
#J-18808-Ljbffr