We are recruiting an experienced, financial services administrator to work closely with our client, a Chartered Independent Financial advisers based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.
As a Chartered IFA, they actively encourage and fully support all of their colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.
We are looking for a financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there.
The role
Key Responsibilities include:
New business processing (investments, pensions, mortgages & life).
Client servicing, e.g., switches, rebalance, withdrawals etc.
Dealing with policy enquiries.
Telephone and reception duties as required
General Admin support including call handling, post, typing, meeting and greeting clients.
Skills and experience
An individual who is conscientious and demonstrates strong attention to detail with thrive within this organisation.
You have previous experience of working within an Independent Financial Adviser practice
You are organised & methodical
You have excellent attention to detail and high standards of accuracy
You are organised and able to prioritise and meet deadlines
You have effective communication skills
You thrive working as part of a team
You have strong IT skills, specifically in MS Office – Word, Excel and Outlook
Experience of IO (Intelliflo) back office system would be an advantage
Experience of some, or all, of the following platforms:
Abrdn
Aviva
Aegon
Excellent benefits include:
A full-time position
A salary to match your talent/experience
20 days holiday entitlement + bank holidays
Annual pay review with performance linked pay increases
9am-5.30pm, access to flexible working hours when required
Group Pension scheme
Reach your career goals with outstanding training and progression, including internal and external training programmes
Full sponsorship for financial advice qualifications
Study days for relevant examinations
Access to free financial advice and support
Cycle to Work Scheme
Company social events