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- Tasks: Support financial advisers and clients with administrative tasks across various financial services.
- Company: Established Chartered Independent Financial Advisory firm in Chester.
- Benefits: Competitive salary, flexible working, training opportunities, and social events.
- Why this job: Join a supportive team and help clients achieve their financial goals.
- Qualifications: Experience in financial administration and strong organisational skills required.
- Other info: Great career progression and full sponsorship for financial qualifications.
The predicted salary is between 24000 - 28800 £ per year.
We are recruiting on behalf of a well-established Chartered Independent Financial Advisory firm based in Chester. Our client provides high-quality financial guidance and ongoing support to help individuals and families achieve their long-term financial goals. They are now looking to appoint a Financial Administrator to support advisers and clients across a broad range of financial services.
As a Finance Administrator, you will play a key role in ensuring the smooth operation of the business by providing efficient administrative and client service support.
The Job:
- New business processing across investments, pensions, mortgages and protection
- Client servicing activities such as fund switches, portfolio rebalancing and withdrawals
- Handling policy and provider enquiries
- Telephone and reception duties as required
- General administrative support, including:
- Call handling
- Post management
- Typing and document preparation
- Meeting and greeting clients
The Candidate:
- To be successful in this role, you will ideally have:
- Previous experience working within an Independent Financial Adviser (IFA) practice
- A highly organised and methodical approach to work
- Excellent attention to detail with high standards of accuracy
- The ability to prioritise workloads and meet deadlines
- Strong communication skills, both written and verbal
- A collaborative mindset and the ability to work well as part of a team
- Strong IT skills, particularly MS Word, Excel and Outlook
- Experience using the Intelliflo (IO) back-office system (advantageous)
- Experience with one or more of the following platforms:
- Abrdn
- Aviva
- Aegon
The Package:
- Competitive salary, dependent on experience
- 20 days holiday + bank holidays
- Annual salary review with performance-related pay increases
- Working hours: 9:00am – 5:30pm, with access to flexible working when required
- Group pension scheme
- Excellent training and career progression opportunities, including internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Cycle to Work Scheme
- Company social events
If you are an experienced Financial Administrator looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.
Financial Administrator in Chester employer: Modus Talent
Contact Detail:
Modus Talent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator in Chester
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in or know about Independent Financial Advisory firms. A friendly chat can lead to insider info on job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on common financial scenarios and client service questions. We recommend practising with a friend or using mock interview tools to get comfortable with your responses.
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work, especially if you’ve handled investments, pensions, or client servicing tasks. This will help you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for talented individuals like you to join our network.
We think you need these skills to ace Financial Administrator in Chester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator role. Highlight relevant experience, especially if you've worked in an Independent Financial Adviser (IFA) practice. We want to see how your skills match what we're looking for!
Show Off Your Skills: Don’t hold back on showcasing your organisational and communication skills. Mention any experience with MS Word, Excel, and Outlook, as well as any familiarity with platforms like Abrdn or Aviva. We love a candidate who knows their stuff!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how you can contribute to our team. We appreciate a personal touch that shows us you’ve done your homework on the company.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Modus Talent
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial services, especially those relevant to the role. Familiarise yourself with terms like investments, pensions, and mortgages, as well as any specific platforms mentioned in the job description, like Abrdn or Aviva.
✨Show Off Your Organisational Skills
As a Financial Administrator, being organised is key. Prepare examples from your past experience where you successfully managed multiple tasks or projects. This will demonstrate your methodical approach and ability to prioritise workloads effectively.
✨Practice Your Communication
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and how they relate to the job.
✨Be Ready for Client Scenarios
Think about potential client scenarios you might encounter in the role. Prepare to discuss how you would handle various situations, such as dealing with policy enquiries or managing client expectations. This shows that you're proactive and ready to support both advisers and clients.
