At a Glance
- Tasks: Process financial products and support client servicing in a dynamic team.
- Company: Reputable financial services firm in Chester with a supportive culture.
- Benefits: Competitive salary, 25 days holiday, pension scheme, and funded qualifications.
- Other info: Flexible working hours and genuine progression opportunities.
- Why this job: Join a respected IFA practice and grow your career with ongoing training.
- Qualifications: Experience in financial services, strong organisational skills, and excellent communication.
The predicted salary is between 28000 - 32000 £ per year.
Our client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team. This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package.
The Role
- Process new business across investments, pensions, mortgages, and protection products
- Support client servicing activities, including fund switches, rebalances, and withdrawals
- Produce quotations using provider platforms and exchange systems
- Handle policy enquiries and liaise with providers
- Provide administrative support to Financial Advisers and the wider team
- Manage incoming and outgoing correspondence
- Assist with reception and telephone duties when required
- Maintain accurate client records and documentation
Financial Administrator requirements:
- Previous experience within a Financial Services or IFA environment
- Strong organisational skills with excellent attention to detail
- Ability to prioritise workloads and meet deadlines effectively
- Excellent communication skills, both written and verbal
- Strong IT skills, including Microsoft Word, Excel, and Outlook
- Experience using IO (Intelliflo) back-office systems would be advantageous
- Knowledge of platforms such as Abrdn, Aviva, and Aegon would be beneficial
What's on Offer?
- £28,000 – £32,000 basic salary
- 25 days holiday + bank holidays
- Annual salary review
- Pension scheme
- Ongoing training and career development
- Professional qualifications funded, including study leave
- Supportive and professional working environment
Working hours
- Monday to Friday, 9:00am–5:30pm
- Flexible working hours available
If you're an experienced Financial Administrator looking to further your career within a respected IFA practice that invests in its people, we'd love to hear from you. Apply now, and we'll review your application within 48 hours. Suitable candidates will be contacted directly.
Administrator - Financial Administrator in Chester employer: GCB Recruitment
Join a well-established financial services firm in Chester that prioritises employee growth and development. With a supportive work culture, flexible working hours, and a comprehensive benefits package including funded professional qualifications, this is an excellent opportunity for Financial Administrators seeking to advance their careers in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Administrator - Financial Administrator in Chester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like GCB Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Administrator - Financial Administrator in Chester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to GCB Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on GCB Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at GCB Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with GCB Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at GCB Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former GCB Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
