Financial Administrator
Financial AdministratorFinancial Administrator - £28,000 - £32,000 - Chester We are recruiting on behalf of a well-established Chartered Independent Financial Advisory firm based in Chester. Our client provides high-quality financial guidance and ongoing support to help individuals and families achieve their long-term financial goals. They are now looking to appoint a Financial Administrator to support advisers and clients across a broad range of financial services. As a Finance Administrator, you will play a key role in ensuring the smooth operation of the business by providing efficient administrative and client service support. The Job:- New business processing across investments, pensions, mortgages and protection- Client servicing activities such as fund switches, portfolio rebalancing and withdrawals- Handling policy and provider enquiries- Telephone and reception duties as required- General administrative support, including: - Call handling - Post management - Typing and document preparation - Meeting and greeting clientsThe Candidate:- To be successful in this role, you will ideally have:- Previous experience working within an Independent Financial Adviser (IFA) practice- A highly organised and methodical approach to work- Excellent attention to detail with high standards of accuracy- The ability to prioritise workloads and meet deadlines- Strong communication skills, both written and verbal- A collaborative mindset and the ability to work well as part of a team- ..... full job details .....
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