Please ensure Javascript is enabled for purposes of website accessibility Financial Services Administrator, Jobs, 1321

Financial Services Administrator

Sorry, this advert is now closed. Click here to view our live vacancies.

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