Financial Services Administrator

Lime Search & Select Ltd; Chester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading Chartered Independent Financial Advisory firm in Chester is seeking an experienced Personal Financial Administrator to support a team of Financial Advisers. The successful candidate will handle new business processing, client servicing, and general administrative tasks, contributing to efficient financial planning services. Ideal applicants will have relevant financial services experience, organizational skills, and the ability to communicate effectively in a dynamic team environment.

Qualifications

• Experience in Financial Services Administration, preferably from a Financial Advisory firm.
• Ability to prioritise and meet deadlines.
• Effective written and verbal communication skills.

Responsibilities

• Process new business (investments, pensions, mortgages & life).
• Client servicing, including switches, rebalances, and withdrawals.
• Provide quotes and handle policy enquiries.

Skills

Attention to detail

Organisational skills

Communication skills

Tools

Intelliflow

Selectapension

Trigold

Assureweb

Abrdn

Aviva

Aegon

Job description

My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.

We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers.

Specifically you’ll be responsible for:

New business processing (investments, pensions, mortgages & life).
Valuations.
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 post and typing.

The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.

Additional information

VACANCY DETAILS

Location:
Chester

CLOSING DATE

Aug

30

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If you would like to apply for this vacancy by uploading your CV to Lime then please use the form below.

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Company Registration:
Lime People Search & Select Ltd 08062097

The Lime People Group of Companies includes Lime People Search & Select Ltd, Lime International Management Enterprises S.L.