Financial Administrator
Financial Administrator - £28,000 - £32,000 - Chester
We are recruiting on behalf of a well-established Chartered Independent Financial Advisory firm based in Chester. Our client provides high-quality financial guidance and ongoing support to help individuals and families achieve their long-term financial goals.
They are now looking to appoint a Financial Administrator to support advisers and clients across a broad range of financial services.
As a Finance Administrator, you will play a key role in ensuring the smooth operation of the business by providing efficient administrative and client service support.
The Job:
- New business processing across investments, pensions, mortgages and protection
- Client servicing activities such as fund switches, portfolio rebalancing and withdrawals
- Handling policy and provider enquiries
- Telephone and reception duties as required
- General administrative support, including:
- Call handling
- Post management
- Typing and document preparation
- Meeting and greeting clients
The Candidate:
- To be successful in this role, you will ideally have:
- Previous experience working within an Independent Financial Adviser (IFA) practice
- A highly organised and methodical approach to work
- Excellent attention to detail with high standards of accuracy
- The ability to prioritise workloads and meet deadlines
- Strong communication skills, both written and verbal
- A collaborative mindset and the ability to work well as part of a team
- Strong IT skills, particularly MS Word, Excel and Outlook
- Experience using the Intelliflo (IO) back-office system (advantageous)
- Experience with one or more of the following platforms:
- Abrdn
- Aviva
- Aegon
The Package:
- Competitive salary, dependent on experience
- 20 days holiday + bank holidays
- Annual salary review with performance-related pay increases
- Working hours: 9:00am – 5:30pm, with access to flexible working when required
- Group pension scheme
- Excellent training and career progression opportunities, including internal and external training programmes
- Full sponsorship for financial advice qualifications
- Study days for relevant examinations
- Access to free financial advice and support
- Cycle to Work Scheme
- Company social events
If you are an experienced Financial Administrator looking to take the next step in your career, we would be delighted to hear from you. Please apply with your CV, and a member of our recruitment team will be in touch to discuss the opportunity further.
Stay up to date with the latest opportunities from Modus Talent by registering on our website: (url removed) and following us on LinkedIn.
Modus Talent is a specialist recruitment consultancy focused on delivering high-quality permanent recruitment solutions across professional and commercial functions. We work closely with businesses to support hires across finance, business support, sales, marketing, operations and leadership roles, partnering with clients on both individual appointments and long-term hiring strategies.
Our approach is methodical, consultative and tailored offering more than just CVs. Our services include bespoke recruitment solutions, targeted search and selection, candidate profiling, market insight, and end-to-end recruitment support designed to create lasting placements for both clients and candidates.
To find out how Modus Talent can support your next career move or help you secure the right hire for your business, please visit (url removed) or contact our team on (phone number removed) to arrange a confidential conversation
