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Experienced Financial Services Coordinator

2 months ago

Chester, Cheshire, United Kingdom Jobit Full time

Financial Administrator Role at Jobit

About the Job

We are seeking a skilled Financial Administrator to join our team at Jobit, a reputable financial services company. As a Financial Administrator, you will play a crucial role in managing client accounts, processing new business, and handling enquiries.

Key Responsibilities

  1. Client Account Management
  • Process new business for investments, pensions, mortgages, and life products.
  • Handle enquiries regarding policies and client accounts.

Requirements

  1. Previous Experience
  • Previously worked as a Financial Administrator or in a similar role.

What We Offer

  1. Competitive Salary and Benefits
  • 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 Jobit

Jobit is a dynamic and growing financial services company that offers a range of financial products and services. We are committed to providing excellent customer service and building strong relationships with our clients.