Financial Administrator

Financial Administrator

Financial Administrator - GBP
28,000 - GBP
32,000 - Chester

We are recruiting on behalf of a well-established Chartered Independent Financial Advisory firm based in Chester. Our client provides high-quality financial guidance and ongoing support to help individuals and families achieve their long-term financial goals.

They are now looking to appoint a Financial Administrator to support advisers and clients across a broad range of financial services.

As a Finance Administrator, you will play a key role in ensuring the smooth operation of the business by providing efficient administrative and client service support.

• New business processing across investments, pensions, mortgages and protection
• Client servicing activities such as fund switches, portfolio rebalancing and withdrawals
• Handling policy and provider enquiries
• Telephone and reception duties as required
• General administrative support, including:
  • Call handling
  • Post management
  • Typing and document preparation
  • Meeting and greeting clients

• Previous experience working within an Independent Financial Adviser (IFA) practice
• A highly organised and methodical approach to work
• Excellent attention to detail with high standards of accuracy
• The ability to prioritise workloads and meet deadlines
• Strong communication skills, both written and verbal
• A collaborative mindset and the ability to work well as part of a team
• Strong IT skills, particularly MS Word, Excel and Outlook
• Experience using the Intelliflo (IO) back-office system (advantageous)
• Experience with one or more of the following platforms:
  • Abrdn
  • Aviva
  • Aegon

• Competitive salary, dependent on experience
• 20 days holiday + bank holidays
• Annual salary review with performance-related pay increases
• Working hours:
  
  9:00am 5:30pm, with access to flexible working when required
• Group pension scheme
• Excellent training and career progression opportunities, including internal and external training programmes
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Access to free financial advice and support
• Cycle to Work Scheme
• Company social events

If you are an experienced Financial Administrator looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.