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Administrator

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Location

CHESTER

Salary £25000 - £30000
TypePermanent
WorkplaceOn-Site
Ref84421

Recruiter Managing This Role

Administrator
£25,000 – £30,000
Chester
Monday – Friday (Office Based)

Are you looking for an opportunity to work within a firm that offers genuine supports, training and progression?
Do you simply want to have more work to do, and be part of a busy office?

If either of the above are true, this could be the opportunity for you!

A long-established Wealth Management firm in the Chester area are looking to expand their Admin team due to recent hires in Paraplanning and Advising, meaning the need is there for more Administrators to support.
Ideally this would be someone who has already worked within an IFA firm, however, there can be some flexibility if individuals have come from Pensions or Mortgages as these are products that you will be managing.

Overview:

  • Expected to process new business as well as service existing client accounts
  • Handling internal policy enquiries
  • A mix of telephone and administrative duties
  • General admin support such as introducing clients, taking meeting notes and system updates

Financials / Benefits:

  • £2530K basic depending on experience
  • 20 days holiday + bank holiday (increasing 1 day per year)
  • Annual pay reviews
  • 9am – 5:30pm with some flexibility when needed
  • Group Pension
  • Financial support for exams including study days provided

If you are interested in the role please contact Sam at Heat.

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Application For Administrator