Entry Level Financial Services Administrator
1 week ago
A well known growing organisation based on the outskirts of Chester City Centre is looking to recruit a Entry Level Financial Services Administrator to join their busy back office function.
Client Details
This chartered IFA Practice provide their clients with robust, jargon free financial planning backed by the highest quality of personal service.
Description
This Entry Level Financial Services Administrator will include but not be limited to the following:
- Welcoming client to their meetings and providing a high-quality experience
- Managing inbound and outboard deliveries
- Answering incoming calls
- Calling providers on behalf of our clients
- Using online banking platforms
- Using IO (Intelliflo) backoffice system (full training provided)
Profile
The successful applicant must have the following skills and experience:
- Ambitious, keen to learn, develop and achieve
- A high level of written English and Mathematics (GCSE 9)
- Good attention to detail
- Confident communicator
- Personable, enjoys being part of a team
- Excellent time management and organisation skills
Job Offer
This Entry Level Financial Services Administrator role will offer the following:
- A salary to match your talent/experience
- Clear working hours 9am5.30pm, Monday-Friday
- An officebased position working together within your team
- Flexible working hours when required
- 20 days holiday entitlement + bank holidays
- Christmas holidays
- A pension scheme from day one
- Further education and training is actively encouraged and supported
- Fully funded financial advice qualifications
- Company social events
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