Hiring Now: Financial Services Administrator Near You – Apply Today!
Your Next Financial Services Administrator Job Starts Here – Apply Now!
Financial Services Administrator
Job Posted: 4 days ago
Salary: £ 23,000 - 28,000 / Annum
Job Type: Permanent
Location: CH1, Chester, Cheshire West and Chester
Expire in: 23 days
Job Description
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.
Specifically you'll be responsible for:
* 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 post and typing.
The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and AegonBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in CH1, Chester, Cheshire West and Chester! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).