Financial Administrator

Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible Working

Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team.

This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package.

The Role

As a Financial Administrator, you will:

• Process new business across investments, pensions, mortgages, and protection products
• Support client servicing activities, including fund switches, rebalances, and withdrawals
• Produce quotations using provider platforms and exchange systems
• Handle policy enquiries and liaise with providers
• Provide administrative support to Financial Advisers and the wider team
• Manage incoming and outgoing correspondence
• Assist with reception and telephone duties when required
• Maintain accurate client records and documentation

Financial Administrator requirements:

• Previous experience within a Financial Services or IFA environment
• Strong organisational skills with excellent attention to detail
• Ability to prioritise workloads and meet deadlines effectively
• Excellent communication skills, both written and verbal
• Strong IT skills, including Microsoft Word, Excel, and Outlook
• Experience using IO (Intelliflo) back-office systems would be advantageous
• Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial

What's on Offer?

• £28,000 - £32,000 basic salary
• 25 days holiday + bank holidays
• Annual salary review
• Pension scheme
• Ongoing training and career development
• Professional qualifications funded, including study leave
• Supportive and professional working environment

Working hours

• Monday to Friday, 9:00am-5:30pm
• Flexible working hours available

Apply Today!

If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you.

Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.