Financial Services Assistant

3 days ago


Chester, Cheshire, United Kingdom Page Personnel Sales Full time
Job Overview
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This role is ideal for an individual with administrative experience in a financial services environment. You will be supporting the front office, Investment Managers, and Financial Planners in various capacities.

  • Process new client documentation and amendments efficiently.
  • Monitor asset transfers and ISA subscriptions accurately.
  • Process client payments and administer accounts effectively.
  • Maintain accurate record-keeping and client details.
  • Perform general filing and corporate actions as required.
  • Prepare client meetings and review documents thoroughly.
  • Liaise with stakeholders and third-party providers as needed.

Requirements
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  • Similar experience in an IFA or financial planning firm.
  • A strong foundation in administration skills and attention to detail.
  • Ideal experience in a fast-paced financial services environment.
  • Good working knowledge of Excel and Microsoft Office packages.
  • Strong communication and organizational skills.
  • Ability to work to deadlines and support the team.
  • A strong desire to learn and progress within the company.

Package Benefits
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  • A competitive salary of £28,000 - £34,000 per annum.
  • 25 days annual leave plus bank holidays.
  • Study support for professional qualifications.
  • An excellent pension contribution scheme.
  • A comprehensive healthcare package and flexible hybrid working arrangements.


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