Financial Services Administrator

Due to company growth, Innes Reid Investments Limited is looking for a Financial Services Administrator to join our friendly team in Hoole, Chester. Established in 1999, we have grown to become one of the North West’s leading Independent Financial Advisers and have been awarded Corporate Chartered status.

Reporting to the Office Manager, the Administrator will support the team with general administration duties, customer service and ensuring that the office runs smoothly on a day-to-day basis.  Full training will be provided and the ideal candidates will have 2+ years experience in any industry and a strong academic record.

Duties include, but are not limited to:

  • New business processing (investments, pensions, mortgages & life)
  • Valuations
  • Client servicing, e.g. switches, rebalance, withdrawals etc.
  • Providing quotes using exchange and platforms
  • Dealing with policy enquiries
  • Telephone and reception duties
  • General Admin support including handling post and typing

Person Specification:

  • Organised & methodical with excellent attention to detail
  • Strong academic record – e.g. GCSE’s A*-C including Maths and English, College Diploma Merit/Distinction or equivalent
  • Previous experience working within an IFA practice OR 2+ years work experience in any field
  • Good interpersonal skills
  • Ability to prioritise and meet targets and deadlines
  • Strong IT skills, specifically in MS Office – Word, Excel and Outlook
  • Can do attitude and willingness to lend a hand/ take on ad hoc task when required
  • Experience of back office systems and/or investment platforms (eg Standard Life and Aviva). desirable but by no means essential.

As a Chartered IFA, we actively encourage all of our colleagues in their professional development and will fund study material and examination costs to support CII Learning pathways. Salary is competitive and open to negotiation depending on skills and experience.

To apply, please send your CV along with a covering letter to Mark Reidford at: mark@innesreid.co.uk or submit your CV online now.

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between regulated firms and their clients. Further details of the FOS can be found on its website:
www.financial-ombudsman.org.uk