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Financial Services Administrator

4 months ago

Chester, United Kingdom GCB Recruitment Full time

Our client, a well-established firm in Chester, is looking to recruit a Financial Services Administrator that has experience working within an IFA practice and is keen to develop and progress towards paraplanning in time.

An individual who is conscientious and demonstrates strong attention to detail with thriving within this organisation.

**Key Responsibilities of the Financial Services Administrator include**:

- 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 posts and typing.

**To be considered for this Financial Services Administrator role, you must have the following**:

- Previous experience working within an IFA practice.
- 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.

**Also, the experience of the IO (Intelliflo) back office system would be an advantage, together with the experience of some, or all, of the following platforms**:

- Exchange
- Selectapension
- Financial Express
- Trigold
- Standard Life
- Aviva
- Transact
- Aegon
- OMW

**Working hours for the successful Financial Services Administrator**:

- Salary negotiable dependent on experience
- This is a full-time
- Permanent role
- Working hours will be 9.00 am to 5.30 pm.

**For the successful Financial Services Administrator, our clients are offering the following**:

- £23,000 - £30,000 depending on experience
- Progression opportunities to be a Paraplanner

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.