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Financial Services Administrator

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Financial Services Administrator

Salary: £23,000 - £27,000

We are working with a Chester City Centre based Financial Services Practice that is only a short walk from Chester train station.

This Financial Services Administrator job opportunity is full time with the long term opportunity to develop your career.

You will be working within a small Financial Services team that includes Financial Advisors, Paraplanner & Financial Planning Administrators.

Your role will involve:

  • Processing new business.
  • Responsible for the administrative support to the Financial Advisors.
  • Work with product providers for client paperwork.
  • Use online platforms such as Aviva, Standard Life plus many more.
  • Manage commission checking and invoices.
  • Ad hoc project work.

What I like about this Financial Services firm is that you will be given the opportunity to study towards the Diploma in Financial Planning.

This Financial Services role offers more duties & responsibilities which I would love to discuss in more detail.

Requirements for this role:

  • Working within a Financial Services Practice is essential
  • If you have worked with product provider platforms that would be ideal.
  • Currently or previously worked with Pensions or Investment administration.

If you would like to discuss this financial services job opportunity, please click to apply with your cv please.

Philip Gordon – Specialist Financial Services Recruiter

17 January 2023
Financial Planning
IFA Administrator
Cheshire, Chester
9-5pm Mon-Fri, 20 days + BH (increase 1 day every year and caps at 25 days), No parking, Pension A/E