Financial Administrator - Chester, United Kingdom - NC Associates

NC Associates

Verified Company

Chester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial Administrator / £24,000 - £28,000 / Chester / Fully Funded Qualifications / Career Development / Permanent
NC Associates are recruiting an Experience Financial Administrator to join a Chartered Independent Financial Advisers based in Chester.

Duties:

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 reception duties as required
General Admin support including handling post and typing.

Essential Experience Required:

Previous experience of working within Financial Services that could be within a Bank, Insurance Company, Mortgage Brokers, Pension Administrators but ideally within an Independent Financial Advisers office.
Organised & methodical.
Excellent attention to detail and high standards of accuracy.
Organised and able to prioritise and meet deadlines.
Effective communication skills.

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.