Experienced Financial Administrator

Tbzt; Chester; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Sponsorship for qualifications

Study days

Training and progression

Cycle to Work

Free financial advice

Company events

Flexible hours

Annual pay review

Job summary

Innes Reid Investments Limited in Chester is seeking a diligent financial services administrator aiming to progress towards paraplanning. The role offers a full-time position with training and progression, including sponsorship for qualifications and study days.

You will handle new business processing, client servicing, policy enquiries, and general admin, with a supportive team and potential for development within the IFA practice.

Qualifications

• Experience working in an Independent Financial Adviser practice.
• Strong attention to detail and high accuracy.
• Organised and able to prioritise and meet deadlines.

Responsibilities

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.

Skills

IFAs experience

Organised

Attention to detail

Prioritise deadlines

Communication

Team player

MS Office

Intelliflo IO

Tools

Intelliflo IO

Job description

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.

Excellent benefits include:

• Permanent


• 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


• Reach your career goals with outstandingtraining 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

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
  
  
  
  

As a Chartered IFA, we actively encourage and fully support all of our colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.

About us

We are Chartered Independent Financial advisers based in Hoole, Chester. Our mission is to provide financial guidance and support that helps our clients achieve their goals.

Many of our people have been with the business for 5, 10, 15 and even 20 years, and a number of our most senior people who are now involved in driving the business forward joined as juniors or interns. It’s testament to the environment and opportunities we’ve created that people continue to grow and evolve at Innes Reid.

Innes Reid Investments Limited

Dee House

Hoole Road

Chester

Cheshire CH2 3NJ

Innes Reid is authorised and regulated by the Financial Conduct Authority (FCA) Registered number 211626. See the Financial Services Register for registration details. Company registered in England and Wales, No 3866833; registered address: Cholmondeley House, Dee Hills Park, Chester, CH3 5AR

The Financial Ombudsman Service (FOS) is an agency for arbitrating of unresolved complaints
between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk