Financial Services Administrator

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Ad nr: 9477
Published: 18 January 2024, views: 0

 

 

Main characteristics

Location
Chester, Cheshire
Company
Lime People Search & Select Ltd
Salary
£23000 - £28000/annum £23-28k +bens
Employment type
Permanent
Category
Accounting / Financial / Insurance

Job summary

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

Benefits: £23-28k +bens


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Published: 18 January 2024, views: 0


Company: Lime People Search & Select Ltd

Location: Chester, Cheshire

Salary: £23000 - £28000/annum £23-28k +bens


Category: Accounting / Financial / Insurance
Employment type: Permanent


Additional information:

Lime People Search & Select Ltd

Application for the position: Financial Services Administrator

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Attachments: • Curriculum Vitae, cover letter, other •


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