Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with client servicing, valuations, and general admin tasks.
- Company: Join a passionate Chartered Independent Financial Advisory firm in Chester.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth.
- Why this job: Make a real impact by helping clients achieve their financial goals while developing your skills.
- Qualifications: Experience in Financial Services Administration is essential; strong communication and organisational skills required.
- Other info: Familiarity with Intelliflow, Selectapension, or similar platforms is a plus.
The predicted salary is between 28800 - 43200 £ per year.
My client is a Chartered Independent Financial Advisory firm based in Chester, who have a passion for financial planning and provide expert, impartial financial advice for individuals, families and businesses. Focusing on personal goals, investment opportunities, planning and saving for retirement and improving tax efficiency.
We are urgently seeking an experienced Personal Financial Administrator to join an existing team supporting 9 Financial Advisers. Specifically you'll be responsible for:
- New business processing (investments, pensions, mortgages & life).
- Valuations.
- 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 post and typing.
The ideal candidate for this role will have experience working within Financial Services Administration, this could be from a Bank, Insurance Company, Mortgage Brokers or Pensions firm, but ideally from a Financial Advisory firm. You will be organised & methodical, have excellent attention to detail, be organised and able to prioritise and meet deadlines and have effective communication skills both written and verbal. If you have worked with Intelliflow, Selectapension, Trigold, Assureweb previously, then this would be to your advantage, as well as any experience with Platforms such as Abrdn, Aviva and Aegon.
Financial Services Administrator employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific software and platforms mentioned in the job description, such as Intelliflow, Selectapension, and Trigold. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in advisory firms. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the company culture at firms like ours.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail during the interview. Think of specific examples from your previous roles where you successfully managed multiple tasks or met tight deadlines, as this will demonstrate your suitability for the role.
✨Tip Number 4
Research our firm and understand our approach to financial planning. Being able to articulate how your values align with ours during the interview can show your genuine interest in the position and help you stand out as a candidate.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles you've had in banks, insurance companies, or financial advisory firms, and include specific examples of your responsibilities and achievements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your organisational skills, attention to detail, and ability to meet deadlines, as these are key attributes for the position.
Highlight Relevant Software Experience: If you have experience with software like Intelliflow, Selectapension, or platforms such as Abrdn, Aviva, and Aegon, make sure to mention this in your application. This can set you apart from other candidates.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a Financial Services Administrator.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge, especially regarding investments, pensions, and mortgages. Being able to discuss these topics confidently will demonstrate your expertise and suitability for the role.
✨Highlight Relevant Experience
Prepare to talk about your previous roles in financial administration, particularly if you've worked in a similar environment. Be ready to share specific examples of how you supported financial advisers and managed client servicing tasks.
✨Demonstrate Attention to Detail
Since the role requires excellent attention to detail, consider bringing examples of your work that showcase this skill. Discuss how you ensure accuracy in processing new business and handling valuations.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the firm’s approach to financial planning and client relationships. This shows your genuine interest in the company and helps you assess if it’s the right fit for you.
