Personal Financial Administrator: Client & Platform Support

Confidential; Chester; On-site; GBP 22,000 - 32,000; Full time

Job summary

Confidential in Chester seeks a Personal Financial Administrator to join an established team supporting 9 Financial Advisers. You will handle new business processing for investments, pensions, mortgages and life policies, valuations, client servicing, and policy inquiries, while providing quotes via platforms and handling reception duties.

The ideal candidate will have experience in Financial Services Administration, strong organisation, attention to detail, and effective communication.

Qualifications

• Experience in Financial Services Administration.
• Excellent attention to detail and ability to prioritise and meet deadlines.
• Excellent written and verbal communication skills.

Responsibilities

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

Skills

Financial services admin

Attention to detail

Communication skills

Tools

Intelliflow

Selectapension

Trigold

Assureweb

Abrdn

Aviva

Aegon

Job description

Confidential in Chester seeks a Personal Financial Administrator to join an established team supporting 9 Financial Advisers. You will handle new business processing for investments, pensions, mortgages and life policies, valuations, client servicing, and policy inquiries, while providing quotes via platforms and handling reception duties.

The ideal candidate will have experience in Financial Services Administration, strong organisation, attention to detail, and effective communication.