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Permanent

Financial Administrator

GCB Recruitment
Chester
money-bag £28000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121178609

Financial Administrator IFA Practice £28,000-£32,000 Basic Chester Flexible WorkingOur client, a well-established and highly regarded financial services firm in Chester, is looking to recruit an experienced Financial Administrator to join their growing team.This is an excellent opportunity for someone with previous experience working within an IFA practice who is looking to develop their career within a supportive and professional environment. The business offers ongoing training, funded qualifications, genuine progression opportunities, and an excellent benefits package.The RoleAs a Financial Administrator, you will:Process new business across investments, pensions, mortgages, and protection productsSupport client servicing activities, including fund switches, rebalances, and withdrawalsProduce quotations using provider platforms and exchange systemsHandle policy enquiries and liaise with providersProvide administrative support to Financial Advisers and the wider teamManage incoming and outgoing correspondenceAssist with reception and telephone duties when requiredMaintain accurate client records and documentationFinancial Administrator requirements:Previous experience within a Financial Services or IFA environmentStrong organisational skills with excellent attention to detailAbility to prioritise workloads and meet deadlines effectivelyExcellent communication skills, both written and verbalStrong IT skills, including Microsoft Word, Excel, and OutlookExperience using IO ..... full job details .....

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