Financial Administrator

Our client is looking for an experienced Financial Administrator to join their small, friendly and growing team. This is a great opportunity for a Financial Administrator with financial services experience to join a well-established, independent and award-winning wealth management company as they continue to grow. A friendly and professional working environment is on offer, along with the support for further qualifications together with a competitive benefits package. As Financial Administrator you will be happy to work across both their Chester and Oswestry offices.


As Financial Services Administrator you will focus on working closely with the firm’s Financial Planners supporting them and all of the firm’s clients with the financial planning process. This will ensure all details; documents and requirements are up to date for the Financial Planners. You will have regular contact with clients and act as the point of contact for any client queries.

Key Responsibilities:

  • New business processing from inception through to completion including completing application paperwork and proposal forms, compliance paperwork and all other administration duties as required
  • Follow firm processes and procedures in regards to financial administration
  • Ongoing client care and dealing with any queries as efficiently as possible
  • Inputting client data onto inhouse system
  • Managing document process to include scanning, saving and archiving as required
  • To support the Financial Advisors by dealing effectively with the day to day business operation
  • You will be a key administration support for both the Chester & Oswestry office

Essential Skills:

  • 5 years’ experience working within financial services
  • Knowledge of regulatory requirements
  • A working knowledge of investment platforms specifically Nucleaus, Cofunds, Funds Network including processing new business, switching and rebalancing
  • Experience of working with Plum back office system or equivalent
  • Although qualifications are not essential, Diploma Level 4 would be highly advantageous

Key skills:

  • Good organisational and administrative skills and ability to work on own initiative
  • Excellent communication skills
  • The ability to deal with client queries and demands in a calm and friendly manner
  • Analytical with precise attention to detail
  • A methodical thinker with the ability to quickly solve issues that arise with minimal disruption
  • Proficient in Word, Excel & PowerPoint, able to produce PowerPoint presentations when required
  • Ability to think outside the box to support the Advisor
  • Excellent attention to detail
  • Comfortable with face to face & telephone client interaction
  • Knowledge of related regulation and legislation

If you feel that this could be the right role for you then apply now and we’ll be in touch.

  • Date Posted:
    21st July 2020
  • Location:
    Chester & Oswestry
  • Salary:

To discover more, please get in touch...