Financial Administrator - Chester
Financial Administrator - Chester

Financial Administrator - Chester

Chester Full-Time 24000 - 32000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Join a dynamic team as a Financial Administrator, handling client services and new business processing.
  • Company: Work with a well-established firm in Chester, known for its supportive culture and career growth.
  • Benefits: Enjoy a competitive salary, flexible hours, training support, and annual pay reviews.
  • Why this job: This role offers a chance to grow in a thriving environment while making a real impact.
  • Qualifications: Previous experience in Financial Services is essential; strong IT skills and attention to detail are a must.
  • Other info: Flexible working hours and study leave for qualifications make this an attractive opportunity.

The predicted salary is between 24000 - 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 - Chester employer: GCB

    Join a well-established firm in Chester as a Financial Administrator, where you will benefit from a supportive work culture that prioritises employee growth and development. With a competitive salary, flexible working hours, and opportunities for professional qualifications, this role offers a rewarding career path in a dynamic environment. Experience the advantages of working in a collaborative team that values your contributions and fosters a positive atmosphere.
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    Contact Detail:

    GCB Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Financial Administrator - Chester

    ✨Tip Number 1

    Familiarise yourself with the specific financial services and products mentioned in the job description, such as investments, pensions, and mortgages. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.

    ✨Tip Number 2

    Network with professionals in the financial services sector, especially those who have experience in IFA practices. Attend local industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.

    ✨Tip Number 3

    Brush up on your IT skills, particularly in MS Office and any specific software mentioned, like Intelliflo. Consider taking a short online course to enhance your proficiency, which can set you apart from other candidates.

    ✨Tip Number 4

    Prepare for potential interview questions by practising how you would handle client servicing scenarios. Think about examples from your past experience where you successfully managed client inquiries or processed new business, as this will showcase your relevant skills.

    We think you need these skills to ace Financial Administrator - Chester

    Experience in Financial Services
    Attention to Detail
    Organisational Skills
    Time Management
    Proficiency in MS Office (Word, Excel, Outlook)
    Knowledge of IO (Intelliflo) back office system
    Familiarity with investment platforms (Abrdn, Aviva, Aegon)
    Client Servicing Skills
    General Administrative Skills
    Ability to Prioritise Tasks
    Communication Skills
    Problem-Solving Skills

    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 enthusiasm for the role and the company. Mention how your previous experience aligns with the responsibilities of the Financial Administrator position and why you are a great fit for their team.

    Highlight Relevant Experience: In your application, specifically mention any experience you have with the IO back office system or platforms like Abrdn, Aviva, and Aegon. This will demonstrate your familiarity with the tools they use and set you apart from other candidates.

    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

    ✨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 prioritise effectively.

    ✨Familiarise Yourself with Relevant Software

    Since strong IT skills are essential for this role, ensure you are comfortable discussing your experience with MS Office and any financial software, particularly Intelliflo. If you have experience with platforms like Abrdn or Aviva, be ready to talk about that too.

    ✨Prepare Questions for the Interviewer

    Interviews are a two-way street. Prepare thoughtful questions about the company culture, training opportunities, and career progression. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

    Financial Administrator - Chester
    GCB
    Location: Chester
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    • Financial Administrator - Chester

      Chester
      Full-Time
      24000 - 32000 £ / year (est.)
    • G

      GCB

      50-100
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