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...