At a Glance
- Tasks: Support daily operations, manage client communications, and maintain accurate records.
- Company: Join a trusted family-run financial planning firm with a legacy of excellence.
- Benefits: Enjoy competitive salary, generous holiday, pension scheme, and professional development support.
- Other info: Full-time role with excellent work-life balance and opportunities for growth.
- Why this job: Be part of a team that helps clients achieve their financial dreams while growing your career.
- Qualifications: Strong organisational skills, attention to detail, and interest in financial services.
The predicted salary is between 25000 - 31000 € per year.
Cestrian Financial Planning Services Ltd is a second-generation family business established in Chester in 1980, dedicated to helping clients achieve their financial aspirations and improve their lives. As Chester's first Chartered Financial Planning firm and the 17th in the UK to attain this distinction, the company upholds the highest technical expertise and professional standards, regularly audited by the Chartered Insurance Institute. With a team of highly qualified professionals holding extensive experience in financial services, Cestrian prides itself on offering exceptional service to clients, many of whom remain with the firm across generations. The company is rooted in a legacy of trust, having built its clientele predominantly through professional referrals and personal recommendations.
Role Description
This is a full-time Administrator role based on-site in Chester. The Administrator will be responsible for supporting the daily operations of the business, managing client communications, maintaining accurate records, and ensuring compliance with regulatory standards. The role also involves coordinating with advisers, preparing client documentation, and supporting the team in delivering high-quality financial services.
Experience
- Strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently
- Proficiency in using administrative tools and software, such as Microsoft Office Suite
- Excellent communication skills, both written and verbal, for client interaction and correspondence
- Basic understanding or an interest in financial services and associated administrative processes
- Ability to collaborate effectively with team members and work in a professional environment
- Previous experience in a financial services administrative role, with familiarity in a range of platforms and Xplan, being a distinct advantage.
Benefits
- Monday to Friday, 9:00am - 5:00pm
- 21 days holiday entitlement, plus bank holidays, increasing by 1 day per year up to 25 days
- Company pension
- Annual discretionary bonus
- Cycle to Work scheme
- Cestrian encourages and supports undertaking CII examinations and other professional development
- Salary £25,000pa - £31,000pa gross, dependant on experience and qualifications.
Administrator in Chester employer: Cestrian Financial Planning Services Limited
Cestrian Financial Planning Services Ltd is an exceptional employer, offering a supportive and professional work environment in the heart of Chester. With a strong emphasis on employee growth, the company encourages staff to pursue professional development through CII examinations, while also providing a competitive salary and generous holiday entitlement. As a family-run business with a legacy of trust, employees can expect to be part of a dedicated team that values collaboration and excellence in financial services.
Contact Detail:
Cestrian Financial Planning Services Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Administrator in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Administrator role. Personal recommendations can go a long way, especially in a family-run business like Cestrian.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial services. Familiarise yourself with common administrative processes and tools like Xplan. This will show that you’re not just interested in the role but also invested in the industry.
✨Tip Number 3
When you get that interview, don’t just talk about your skills—show them! Bring examples of how you've managed multiple tasks or improved processes in previous roles. We love seeing candidates who can demonstrate their organisational prowess.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Cestrian team and contributing to our legacy of trust and exceptional service.
We think you need these skills to ace Administrator in Chester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Administrator role. Highlight your organisational skills and any relevant experience in financial services. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our values at Cestrian. We love hearing personal stories that connect to our mission.
Showcase Your Communication Skills:Since excellent communication is key for this role, make sure your written application reflects that. Keep it clear, concise, and professional. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Cestrian Financial Planning Services Limited
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial services and the specific role of an Administrator. Brush up on key terms and processes, especially those related to client communications and compliance. This will show that you're genuinely interested in the industry and ready to contribute.
✨Showcase Your Organisational Skills
Since strong organisational skills are crucial for this role, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to discuss how you prioritise your workload and ensure accuracy in your work.
✨Communicate Clearly
Excellent communication is key in this position. Practice articulating your thoughts clearly and concisely. During the interview, focus on demonstrating your verbal and written communication skills, perhaps by discussing how you've handled client interactions in previous roles.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company and the role. This not only shows your interest but also gives you a chance to assess if the company culture aligns with your values. Consider asking about their approach to professional development or how they maintain client relationships.
