Financial Administrator

GCB AGENCY RECRUITMENT; Ellesmere Port; On-site; GBP 28,000 - 32,000; Full time

Job summary

A recruitment agency is seeking a Financial Administrator in Ellesmere Port to support the processing of new business and client servicing. Candidates should have previous experience in Financial Services, be organised, and possess strong communication skills. This role offers a salary between £28,000 and £32,000 and various benefits including 25 days holiday, training opportunities, and flexible working hours.

Benefits

25 days holiday plus bank holidays

Annual pay review

Flexible working hours

Pension scheme

Training and Progression

Qualifications paid for with study leave

Qualifications

• Previous experience working within Financial Services or similar sector.
• Organised & methodical with excellent attention to detail.
• Ability to prioritise and meet targets and deadlines.

Responsibilities

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.

Skills

Organised & methodical

Effective communication skills

Strong IT skills

Tools

MS Office

IO (Intelliflo)

Abrdn

Aviva

Aegon

Job description

Our client, a well-established firm in Chester, is looking to recruit a Financial Administrator who has experience working within an IFA practice. This opportunity offers career progression, numerous benefits, and an excellent working environment.

The successful Financial Administrator will be offered:

• Basic salary ranging from £28,000 - £32,000 dependent on experience
• 25 days holiday plus bank holidays
• Annual pay review
• Monday – Friday 9.00 – 5.30pm with access to flexible working hours
• Pension scheme
• Training and Progression
• Qualifications paid for along with study leave.

Key Responsibilitiesof the Financial Administrator include:

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Providing quotes using exchange and platforms.
• Dealing with policy enquiries.
• Telephone and reception duties as required
• General Admin support including handling posts and typing.

To be considered for this Financial Administrator role, you must have the following:

• Previous experience working within Financial Services or similar sector..
• Organised & methodical with excellent attention to detail.
• Ability to prioritise and meet targets and deadlines.
• Effective communication skills.
• Strong IT skills, specifically in MS Office – Word, Excel and Outlook.
• Experience of the IO (Intelliflo) back office system would be an advantage, together with the experience of some, or all, of the following platforms:
  • Abrdn
  • Aviva
  • Aegon