Financial Services Administrator

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Financial Services Administrator

  • Location

    Chester, Cheshire

  • Sector:


  • Job Type:


  • Salary:

    £23000 - £28000 per annum

  • Contact:

    Lisa Carew

  • Contact email:


  • Job Ref:


  • Published:

    over 3 years ago

  • Expiry Date:


A great opporunity has arisen for a Financial Services Administrator to join this growing Chartered Financial Advisers based in Chester City Centre.

Duties will include:

  • Dealing with post, scanning, photocopying, filing and emails
  • Taking telephone enquiries and making appointments for advisers
  • Receiving visitors
  • Set up new contracts & process applications in line with FCA regulations
  • Prepare and send letters of authority and obtaining policy information for research
  • Prepare business packs for Advisors
  • Upload and submit compliance documentation
  • Diarising annual reviews and making appointments

This role offers a basic salary of £23,000 - £28,000 per annum depending on experience plus an excellent benefits package.

To be suitable for this role you will have the following:

  • Minimum of 12 months Administration experience with in Financial services
  • Experience of Fact Find and Risk profiles would be advantageous
  • R01, FA1, FA2 Qualified, or looking to qualify an advantage
  • Excellent attention to detail, accuracy and organisational skills
  • Good telephone manner
  • Good excel skills

Email your CV today for this great opportunity - if you do not hear from us within 5 working days, please assume you have not been successful on this occasion.

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