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Experienced Financial Administrator
2 months ago
Financial Administrator - Cheshire
**Job Summary:**
We are seeking a skilled Financial Administrator to join our team at Jobit. As a Financial Administrator, you will play a crucial role in managing client accounts, processing new business, and handling enquiries.
**Key Responsibilities:**
* Process new business for investments, pensions, mortgages, and life products
* Handle enquiries regarding policies and client accounts
**Requirements:**
* Previous experience as a Financial Administrator or in a similar role
* Background working in an Independent Financial Adviser practice
* Skilled in MS Office, particularly Word, Excel, and Outlook
**What We Offer:**
* 20 days + bank holidays
* Group pension scheme
* Cycle to Work Scheme
* Company social events
* Internal and external training programmes
* Full sponsorship for financial advice qualifications
* Study days for relevant examinations
* Access to free financial advice and support
* Annual pay review with performance linked pay increases
**About Us:**
Jobit is a reputable Chartered Financial Advisers firm. We are committed to providing excellent benefits and opportunities for growth and development. If you are a motivated and experienced Financial Administrator looking for a new challenge, we encourage you to apply.