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- Tasks: Support Financial Advisers with client servicing, valuations, and new business processing.
- Company: Chartered Independent Financial Advisory firm in Chester with a passion for financial planning.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in Financial Services Administration and strong communication skills required.
- Other info: Ideal for organised individuals who thrive in a fast-paced environment.
The predicted salary is between 36000 - 60000 £ 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 will 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 in Chester employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector. Let them know you're on the lookout for opportunities, and who knows? They might just have the inside scoop on openings that aren't even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on personal goals and financial planning. Be ready to discuss how your experience aligns with their mission and how you can support their Financial Advisers.
✨Tip Number 3
Show off your skills! If you've got experience with tools like Intelliflow or platforms like Abrdn, make sure to highlight that in conversations. It’s all about demonstrating how you can hit the ground running and add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We make it super easy for you to submit your application and get noticed. Plus, it shows you’re serious about joining the team and ready to dive into the world of financial services.
We think you need these skills to ace Financial Services Administrator in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services administration and any relevant software you've used, like Intelliflow or Assureweb.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about financial planning and how your background makes you a great fit for our team. Be specific about your achievements and how they relate to the role.
Show Off Your Attention to Detail: Since this role requires excellent attention to detail, make sure your application is free from typos and errors. A polished application shows us that you take pride in your work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role as quickly as possible!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Make sure you brush up on your financial services knowledge, especially around investments, pensions, and mortgages. Familiarise yourself with the tools mentioned in the job description, like Intelliflow and Selectapension, as this will show your potential employer that you're ready to hit the ground running.
✨Show Off Your Organisational Skills
Since the role requires being organised and methodical, prepare examples from your past experience where you've successfully managed multiple tasks or projects. This could be anything from handling client enquiries to processing new business – just make sure you highlight your attention to detail!
✨Practice Your Communication
Effective communication is key in this role, so practice articulating your thoughts clearly. You might want to rehearse common interview questions and answers, focusing on how you can convey complex financial information in a simple way. This will demonstrate your ability to communicate effectively with clients and colleagues alike.
✨Be Ready for Scenario Questions
Expect scenario-based questions that assess how you'd handle specific situations, like dealing with a difficult client or managing tight deadlines. Think of relevant experiences where you’ve successfully navigated similar challenges, and be prepared to discuss them in detail during the interview.
