Financial Administrator

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