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