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Financial services administrator

Chester
HL Financial
Financial services administrator
Posted: 12 August
Offer description

3 days ago Be among the first 25 applicants

HL Financial is seeking a capable and conscientious Financial Administrator to join our team in Chester. This is a full-time, office-based role supporting both HL Financial and HL Mortgages, offering the opportunity to work across a broad spectrum of financial services in a professional yet personable environment.

We pride ourselves on delivering tailored, high-quality advice and support to our clients. Behind every great adviser is a great administrator—and we’re looking for someone who takes pride in precision, works well within a small team and understands the value of excellent client service.

* Preparing and managing client documentation with accuracy and discretion
* Supporting advisers with day-to-day administrative tasks
* Maintaining and updating client records and internal systems
* Coordinating meetings with clients
* Social media scheduling and content creation
* Strong attention to detail and a methodical approach to work
* Proficiency in Microsoft Office (Word, Excel, Outlook)
* Experience using back-office systems such as (but not limited to) Intelligent Office
* Clear and professional written and verbal communication
* Ability to manage multiple tasks and prioritise effectively
* A broad understanding of financial services (mortgages, protection, investments) is desirable
* Experience with creative tools such as Canva is desirable
* A proactive mindset and willingness to take ownership of responsibilities

What We Offer

* Competitive salary - along with opportunities to progress within the company
* A stable, full-time position in a well-established firm
* A supportive and collaborative working environment
* Opportunities to attend professional events
* Team building activities throughout the year
* The chance to be part of a business that’s growing with purpose and personality

Our office is located in the heart of Chester City Centre, easily accessible by public transport and surrounded by shops, cafés, and historic charm.

If you’re organised, reliable, and ready to contribute to a business that values quality and care, we’d love to hear from you. Please apply via LinkedIn or contact us directly to express your interest.


Seniority level

* Seniority level

Entry level


Employment type

* Employment type

Full-time


Job function

* Job function

Finance and Sales

Referrals increase your chances of interviewing at HL Financial by 2x

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