Financial Services Administrator
- Chester
- £20,000-35,000 per year
- Permanent
- Full-time
As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.
We are looking for a financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there.The role
Key Responsibilities include:New business processing (investments, pensions, mortgages & life).Client servicing, e.g., switches, rebalance, withdrawals etc.Dealing with policy enquiries.Telephone and reception duties as requiredGeneral Admin support including call handling, post, typing, meeting and greeting clients.Skills and experience
An individual who is conscientious and demonstrates strong attention to detail with thrive within this organisation.You have previous experience of working within an Independent Financial Adviser practiceYou are organised & methodicalYou have excellent attention to detail and high standards of accuracyYou are organised and able to prioritise and meet deadlinesYou have effective communication skillsYou thrive working as part of a teamYou have strong IT skills, specifically in MS Office - Word, Excel and OutlookExperience of IO (Intelliflo) back office system would be an advantageExperience of some, or all, of the following platforms:AbrdnAvivaAegonExcellent benefits include:A full-time positionA salary to match your talent/experience20 days holiday entitlement + bank holidaysAnnual pay review with performance linked pay increases9am-5.30pm, access to flexible working hours when requiredGroup Pension schemeReach your career goals with outstanding training and progression, including internal and external training programmesFull sponsorship for financial advice qualificationsStudy days for relevant examinationsAccess to free financial advice and supportCycle to Work SchemeCompany social events