Financial Planning Administrator

CF30 Consulting (Independent Recruitment Consultancy); Chester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment consultancy in Chester is seeking an experienced financial services administrator to support a Chartered Independent Financial Adviser. The role includes processing new business, client servicing, and general admin support. Candidates should have experience in an IFA practice and strong attention to detail. This full-time role offers competitive salary, flexible hours, and professional development opportunities.

Benefits

20 days holiday + bank holidays

Annual pay review

Group Pension scheme

Study days for examinations

Cycle to Work Scheme

Qualifications

• Experience in an Independent Financial Adviser practice is a must.
• Must be organised and methodical in approach.
• High standards of accuracy and attention to detail required.

Responsibilities

• Process new business for investments, pensions, mortgages & life.
• Provide client servicing for switches, rebalances, withdrawals.
• Handle telephone and reception duties as needed.

Skills

Attention to detail

Organisational skills

Communication skills

IT skills (MS Office)

Teamwork

Tools

Intelliflo (IO) back office system

Abrdn

Aviva

Aegon

Job description

Overview

We are recruiting an experienced financial services administrator to work closely with our client, a Chartered Independent Financial Adviser based in Chester. Their mission is to provide financial guidance and support that helps their clients achieve their goals.

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

We are looking for 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.

Responsibilities

• 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.

Qualifications 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

Benefits

• 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
• Group Pension scheme
• Reach your career goals with outstanding training 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