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Financial Services Administrator

Lime People Search & Select Ltd
Posted a day ago, valid for 25 days
Location

Chester, Cheshire CH4 9RE, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a Chartered Independent Financial Advisory firm in Chester, seeking an experienced Personal Financial Administrator to support 9 Financial Advisers.
  • The role involves new business processing, valuations, client servicing, providing quotes, handling policy enquiries, and general admin support.
  • Candidates should have experience in Financial Services Administration, ideally from a Financial Advisory firm, with strong organizational and communication skills.
  • Familiarity with tools like Intelliflow, Selectapension, and platforms such as Abrdn, Aviva, and Aegon is advantageous.
  • The position offers a salary of £30,000 and requires a minimum of 2 years of relevant experience.

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.

Specifically you'll be responsible for:

  • New business processing (investments, pensions, mortgages & life).
  • Valuations.
  • 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 post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.