Personal Financial Administrator for 9 Advisers - Chester - Lime Professional Services

    Lime Professional Services
    Lime Professional Services Chester

    1 week ago

    Description

    A Chartered Independent Financial Advisory firm is urgently seeking a Personal Financial Administrator to support a team of Financial Advisers in Chester.

    The ideal candidate will have experience in Financial Services Administration, excellent organizational and communication skills, and familiarity with tools like Intelliflow and Selectapension.

    Responsibilities include processing new business, handling valuations, and providing client servicing with general administrative support. This role offers the opportunity to work in a supportive team environment focused on personal financial planning.
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