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11 months ago
Additional Resources Ltd
Salary: £22000 - £35000 Per Annum
Location: Cheshire
Job type: Permanent
Contact: Nathifa
Category: Finance Office Jobs
Financial Services Administrator - Hoole, Chester

Salary: £22,000 - £35,000 on experience

An excellent opportunity for a Financial ServicesAdministrator to join a friendly team in an established investments company who are one of the leading Independent Financial Advisers in the North West. This company offers great future prospects and actively encourages employees in their professional development by providing funding and support towards professional financial services qualifications.

The Role

You will be reporting to the Office Manager, supporting the team with a range of administration duties, providing a high level of customer service to clients and ensuring the office runs smoothly on a day-to-day basis. Full training will be provided.

Key responsibilities

• Providing quotes to clients using exchange and platforms
• Processing new business (investments, pensions, mortgages and life insurance)
• Answering the telephone and handling queries
• Reception duties
• Dealing with policy enquiries
• Processing valuations
• Client servicing, e.g. switches, rebalance, withdrawals etc.
• Other ad hoc admin support duties including handling post and typing letters/documents

Essential requirements

• Previous experience in administration within financial services is essential
• A strong academic record - minimum A Level or equivalent with A*-C GCSEs in Maths and English. A degree is preferable
• Strong IT skills with MS Office, including Word, Excel and Outlook
• Organised with strong attention to detail
• Previous experience working within an IFA practice may be advantageous
• Experience of back office systems and/or investment platforms (eg Standard Life and Aviva) is desirable but not essential


• Great opportunity to build a career within a growing company
• Funding support available for study towards financial services qualifications
• Competitive salary

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

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