Financial Administrator - Cheshire
Salary: £22,000 - £28,000
Location: Chester
Full-Time, Permanent position + Excellent Benefits
An opportunity has arisen for a Financial Administrator to join a reputable Chartered Financial Advisers firm.
The ideal candidate will have experience working in an Independent Financial Adviser practice.
In this role, you will manage client accounts by handling activities such as switches, rebalances, and withdrawals.
You will be responsible for:
1. Processing new business for investments, pensions, mortgages, and life products.
2. Handling enquiries regarding policies and client accounts.
3. Providing administrative support, including call handling, mail management, and client reception duties.
What we are looking for:
1. Previously worked as a Financial Administrator or in a similar role.
2. Experience with platforms such as Abrdn, Aviva, and Aegon.
3. Background working in an Independent Financial Adviser practice.
4. Skilled in MS Office, particularly Word, Excel, and Outlook.
What's on offer:
1. 20 days + bank holidays
2. Group pension scheme
3. Cycle to Work Scheme
4. Company social events
5. Internal and external training programmes
6. Full sponsorship for financial advice qualifications
7. Study days for relevant examinations
8. Access to free financial advice and support
9. Annual pay review with performance linked pay increases
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. #J-18808-Ljbffr