Financial Administrator

A financial services administrator that has experience of working within an IFA practice and is keen to develop and progress towards paraplanning in time, if the ambition is there.

Excellent benefits include:

• Permanent
• A full-time position
• A salary to match your talent/experience
• 20 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9am-5.30pm, access to flexible working hours when required
• Group Pension scheme
• Reach your career goals with outstanding training and progression, 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

The role

Key Responsibilities include:

• New business processing (investments, pensions, mortgages & life).
• Client servicing, e.g., switches, rebalance, withdrawals etc.
• Dealing with policy enquiries.
• Telephone and reception duties as required
• General Admin support including call handling, post, typing, meeting and greeting clients.

Skills and experience

An individual who is conscientious and demonstrates strong attention to detail with thrive within this organisation.

• You have previous experience of working within an Independent Financial Adviser practice
• You are organised & methodical
• You have excellent attention to detail and high standards of accuracy
• You are organised and able to prioritise and meet deadlines
• You have effective communication skills
• You thrive working as part of a team
• You have strong IT skills, specifically in MS Office – Word, Excel and Outlook
• Experience of IO (Intelliflo) back office system would be an advantage
• Experience of some, or all, of the following platforms:
  • Abrdn
  • Aviva
  • Aegon

As a Chartered IFA, we actively encourage and fully support all of our colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways.

About us

We are Chartered Independent Financial advisers based in Hoole, Chester. Our mission is to provide financial guidance and support that helps our clients achieve their goals.

Many of our people have been with the business for 5, 10, 15 and even 20 years, and a number of our most senior people who are now involved in driving the business forward joined as juniors or interns. It’s testament to the environment and opportunities we’ve created that people continue to grow and evolve at Innes Reid.

Apply today for the administrator role

If you think you might be the perfect fit for the administrator role, please send your CV to: sharon@innesreid.co.uk