Financial Administrator

Chrysalis Recruitment Solutions
13 Apr 2018
20 Apr 2018
Contract Type
Full Time
Must be happy to work across both Chester and Oswestry offices**

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.

Hours of work: 845am-515pm Monday to Thursday, 4pm finish on a Friday!


As Financial 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 in-house system
Managing document process to include scanning, saving and archiving as required
To support the Financial Advisor's 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 year's 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

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