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For Companies At a Glance
- Tasks: Manage financial processes, client servicing, and general admin support.
- Company: Join a well-established firm in Chester with a great reputation.
- Benefits: Enjoy 25 days holiday, flexible hours, and a pension scheme.
- Why this job: Great opportunity for career progression in a supportive environment.
- Qualifications: Experience in Financial Services, strong IT skills, and attention to detail required.
- Other info: Training and qualifications paid for, plus study leave offered.
The predicted salary is between 24000 - 32000 £ per year.
Job Description
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 Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator
✨Tip Number 1
Familiarise yourself with the specific financial platforms mentioned in the job description, such as Abrdn, Aviva, and Aegon. Having a solid understanding of these systems will not only boost your confidence but also demonstrate your proactive approach to the hiring team.
✨Tip Number 2
Network with professionals already working in IFA practices or similar financial services roles. Engaging in conversations can provide you with valuable insights into the industry and may even lead to referrals that could enhance your application.
✨Tip Number 3
Prepare for potential interview questions by practising how you would handle client servicing scenarios, such as processing switches or withdrawals. Being able to articulate your thought process and problem-solving skills will set you apart from other candidates.
✨Tip Number 4
Showcase your organisational skills by discussing any relevant experience where you successfully managed multiple tasks or projects. This will highlight your ability to prioritise and meet deadlines, which is crucial for the Financial Administrator role.
We think you need these skills to ace Financial Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial services, particularly within an IFA practice. Emphasise relevant skills such as client servicing, new business processing, and your proficiency with MS Office and any specific platforms mentioned in the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your organisational skills and attention to detail. Mention specific examples from your previous roles that demonstrate your ability to prioritise tasks and meet deadlines, as well as your effective communication skills.
Highlight Relevant Experience: In your application, clearly outline your previous experience in financial services. If you have worked with the IO back office system or platforms like Abrdn, Aviva, or Aegon, make sure to mention these to strengthen your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Administrator role.
How to prepare for a job interview at GCB Recruitment
✨Showcase Your Financial Knowledge
Make sure to brush up on your knowledge of financial services, especially in areas like investments, pensions, and mortgages. Be prepared to discuss your previous experience in these areas and how it relates to the role.
✨Demonstrate Organisational Skills
As a Financial Administrator, being organised is key. During the interview, provide examples of how you've successfully managed multiple tasks or projects, highlighting your attention to detail and ability to meet deadlines.
✨Familiarise Yourself with Relevant Software
If you have experience with the IO (Intelliflo) back office system or platforms like Abrdn, Aviva, or Aegon, be sure to mention this. If not, take some time to research these systems and express your willingness to learn.
✨Prepare for Client Interaction Scenarios
Since client servicing is a big part of the role, think about how you would handle various client scenarios. Practice articulating your approach to providing excellent service and resolving issues effectively.
