Financial Administrator - Cheshire
Salary: £22,000 - £28,000
Location: Chester
Full-Time, Permanent position + Excellent Benefits
An opportunity has arisen for Financial Administrator to joina reputable Chartered Financial Advisers firm. The ideal candidiate wil have experience working in Independent Financial Adviser practice.
In this role, you will manage client accounts by handling activities such as switches, rebalances, and withdrawals.
You will be responsible for:
- Processing new business for investments, pensions, mortgages, and life products.
- Handling enquiries regarding policies and client accounts.
- Providing administrative support, including call handling, mail management, and client reception duties.
What we are looking for:
- Previously worked as a Financial Administratoror in a similar role.
- Experience with platforms such as Abrdn, Aviva, and Aegon.
- Background working in an Independent Financial Adviser practice.
- Skilled in MS Office, particularly Word, Excel, and Outlook.
What's on offer:
- 20 days + bank holidays
- Group pension scheme
- Cycle to Work Scheme
- Company social events
- Internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Annual pay review with performance linked pay increases
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.
Keywords: Financial Administrator, Administrator, IFA Administrator, Paraplanner, Financial Services, planning, Financial Administrator