Financial Administrator - Chester

GCB Agency Recruitment

  • Chester
  • £28,000-32,000 per year
  • Permanent
  • Full-time
  • 2 months ago
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

GCB Agency Recruitment