Financial Services Administrator - Chester, United Kingdom - Additional Resources

Additional Resources
Additional Resources
Verified Company
Chester, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Location:
Chester, Cheshire

Salary:
Up to £28k + Excellent Benefits

Job Type:
Full - Time, Permanent, pm

The Client:

Our client, an independent financial advisory firm, provides expert advice on investment opportunities, tax efficiency, retirement planning, and more.


The Role:

As a
Financial Services Administrator, you will play a pivotal role in new business processing, valuations, and client servicing.


Responsibilities:


  • Addressing policy inquiries.
  • Managing telephone and reception responsibilities as needed.
  • Providing comprehensive admin support, encompassing call handling, mail, typing, and client interactions.

Requirements:


  • Previously worked as a Financial Services Administrator or in a similar role.
  • Previous experience in an Independent Financial Advisory practice.
  • Familiarity with platforms like Abrdn, Aviva, and Aegon.
  • Experience with IO (Intelliflo) backoffice system. (Beneficial)
  • Skilled in MS Office
  • Word, Excel, and Outlook.

Benefits:


  • 20 days holiday
  • Group pension scheme
  • Cycle to Work Scheme
  • Company social events

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

Reference
DWI/AR/063706


Sector
Banking, Finance & Insurance


Salary
£28,000 Per Annum


Town/City
Chester


Contract Type
Permanent


Closing Date
08/03/2024
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