Financial Services Administrator

Reference

DWI/AR/063706

Sector

Banking, Finance & Insurance

Salary

£28,000 Per Annum

Town/City

Chester

Contract Type

Permanent

Closing Date

08/03/2024

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Financial Services Administrator

Location: Chester, Cheshire

Salary: Up to £28k + Excellent Benefits

Job Type: Full - Time, Permanent, 9 - 5.30pm

The Client:

Our client, an independent financial advisory firm, provides expert advice on investment opportunities, tax efficiency, retirement planning, and more.

The Role:

As a Financial Services Administrator, you will play a pivotal role in new business processing, valuations, and client servicing.

Responsibilities:

  • Addressing policy inquiries.
  • Managing telephone and reception responsibilities as needed.
  • Providing comprehensive admin support, encompassing call handling, mail, typing, and client interactions.

Requirements:

  • Previously worked as a Financial Services Administrator or in a similar role.
  • Previous experience in an Independent Financial Advisory practice.
  • Familiarity with platforms like Abrdn, Aviva, and Aegon.
  • Experience with IO (Intelliflo) back-office system. (Beneficial)
  • Skilled in MS Office - Word, Excel, and Outlook.

Benefits:

  • 20 days holiday
  • Group pension scheme
  • Cycle to Work Scheme
  • Company social events

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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