Financial Services Administrator
6 days ago
A well known growing organisation based on the outskirts of Chester City Centre is looking to recruit a 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. They care greatly about their clients and specialise in long term relationships built on confidence and consistentreliability. They recently celebrated their 21st year and continue to grow.
**Description**
This financial services administrator will include but not be limited to the following:
- New business processing (investments, pensions, mortgages & life).
- 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 post and typing.
**Profile**
The successful applicant must have the following skills and experience:
- Experience working in an IFA environment or financial services in an admin support role
- Strong MS office knowledge, particularly Excel and spreadsheets
- Strong communication skills, able to talk to clients and stakeholders in an effective way
- Proactive attitude with a desire to learn
- Able to work as part of a team as well as independently
- Well organised and able to work in a fast paced environment
- Excellent attention to detail and high level of accuracy
**Job Offer**
This financial services administrator rolw will offer the following:
- A salary to match your talent/experience
- Clear working hours 9am-5.30pm, Monday-Friday
- An office-based position working together within your team
- Flexible working hours when required
- 20 days holiday entitlement + bank holidays
- We ALWAYS take our Christmas holidays to spend time with our families
- 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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