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For Companies At a Glance
- Tasks: Process new business and provide excellent client service in a dynamic financial environment.
- Company: Established firm in Chester with a supportive and progressive culture.
- Benefits: Competitive salary, 25 days holiday, flexible hours, and training opportunities.
- Other info: Enjoy a vibrant workplace with opportunities for professional development.
- Why this job: Join a team where you can grow your career and make a real impact.
- Qualifications: Experience in Financial Services, strong IT skills, and attention to detail.
The predicted salary is between 28000 - 32000 £ per year.
Our client, a well-established firm in Chester, is looking to recruit a Financial Administrator who has experience working within an IFA practice. This opportunity offers career progression, numerous benefits, and an excellent working environment.
The successful Financial Administrator will be offered:
- Basic salary ranging from £28,000 - £32,000 dependent on experience
- 25 days holiday plus bank holidays
- Annual pay review
- Monday – Friday 9.00 – 5.30pm with access to flexible working hours
- Pension scheme
- Training and Progression
- Qualifications paid for along with study leave.
Key Responsibilities of the Financial Administrator include:
- New business processing (investments, pensions, mortgages & life).
- 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 posts and typing.
To be considered for this Financial Administrator role, you must have the following:
- Previous experience working within Financial Services or similar sector.
- Organised & methodical with excellent attention to detail.
- Ability to prioritise and meet targets and deadlines.
- Effective communication skills.
- Strong IT skills, specifically in MS Office – Word, Excel and Outlook.
- Experience of the IO (Intelliflo) back office system would be an advantage, together with the experience of some, or all, of the following platforms: Abrdn, Aviva, Aegon.
Financial Administrator employer: GCB Agency Recruitment
Contact Detail:
GCB Agency Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who have experience with IFA practices. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of the platforms mentioned in the job description, like Abrdn and Aviva. We want you to feel confident discussing your experience with these tools, as it shows you're ready to hit the ground running!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’ve got loads of resources to help you prepare for the next steps in your job search.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight your experience in financial services and any specific skills that match the job description, like your proficiency with MS Office or experience with platforms like Abrdn or Aviva.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your previous experience in an IFA practice and how it has prepared you for the responsibilities listed in the job description.
Show Off Your Attention to Detail: Since the role requires excellent attention to detail, make sure your application is free from typos and errors. A well-organised application reflects your ability to be methodical and precise, which is crucial for a Financial Administrator.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at GCB Agency Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially if you've worked in an IFA practice before. Be ready to discuss specific products like investments, pensions, and mortgages, as well as any relevant platforms you've used.
✨Show Off Your Organisational Skills
Since the role requires being organised and methodical, prepare examples from your past experience where you successfully managed multiple tasks or met tight deadlines. This will demonstrate your ability to prioritise effectively.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experience and skills.
✨Familiarise Yourself with Tech
If you have experience with MS Office, especially Excel, make sure you can talk about how you've used it in previous roles. If you know the IO (Intelliflo) back office system or any of the mentioned platforms, be prepared to discuss that too!