Job Overview

Apply now **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! Role: 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 requiredFollow firm processes and procedures in regards to financial administrationOngoing client care and dealing with any queries as efficiently as possibleInputting client data onto in-house systemManaging document process to include scanning, saving and archiving as requiredTo support the Financial Advisor's by dealing effectively with the day to day business operationYou will be a key administration support for both the Chester & Oswestry office Essential Skills: 5 year's experience working within financial servicesKnowledge of regulatory requirementsA working knowledge of investment platforms specifically Nucleaus, Cofunds, Funds Network including processing new business, switching and rebalancingExperience of working with Plum back office system or equivalentAlthough qualifications are not essential, Diploma Level 4 would be highly advantageous Key skills: Good organisational and administrative skills and ability to work on own initiativeExcellent communication skillsThe ability to deal with client queries and demands in a calm and friendly mannerAnalytical with precise attention to detailA methodical thinker with the ability to quickly solve issues that arise with minimal disruptionProficient in Word, Excel & PowerPoint, able to produce PowerPoint presentations when requiredAbility to think outside the box to support the AdvisorExcellent attention to detailComfortable with face to face & telephone client interactionKnowledge of related regulation and legislation

Key Requirements

Admin Financial Planning Wealth Management Client Liaison