Financial Administrator - Chester

GCB; Chester; On-site; GBP 28,000 - 32,000; Full time

Job summary

A well-established firm in Chester is seeking a Financial Administrator. The role includes processing new business, client servicing, and providing quotes. Ideal candidates will have experience in Financial Services, strong IT skills, and excellent attention to detail. This position offers a salary between £28,000 - £32,000, with opportunities for training and progression.

Benefits

Annual pay review

Flexible working hours

Training and Progression

Qualifications paid for

Qualifications

• Experience in Financial Services or similar sector.
• Ability to meet targets and deadlines.

Responsibilities

• Process new business (investments, pensions, mortgages & life).
• Client servicing including switches and withdrawals.
• Provide quotes using exchanges and platforms.
• Handle policy enquiries and general admin support.

Skills

Organised

Attention to detail

Strong IT skills

Tools

MS Office

IO (Intelliflo)

Abrdn

Aviva

Aegon

Job description

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Client:

GCB

Location:

Chester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

814f472558d7

Job Views:

22

Posted:

31.07.2025

Expiry Date:

14.09.2025

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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
• Annual pay review
• Monday – Friday 9.00 – 5.30pm with access to flexible working hours
• Training and Progression
• Qualifications paid for along with study leave.

Key Responsibilities of 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.
• 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.