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Financial Services Administrator

Platinum Financial Services

Financial Services Administrator

£24000

Platinum Financial Services, Winnington, Cheshire West and Chester

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 13 May | Get your application in now before you're too late!

Closing date: Closing date not specified

job Ref: 875793ce9f6c4d5b95ad718f929b9d29

Full Job Description

  • Liaising with advisers and colleagues in all aspects of the business

  • Speaking with Investment and Pension companies to obtain specific information

  • Preparation of new business packs for prospective clients

  • Use of back office system to construct data records and obtain information for existing clients

  • Assisting the advisers to ensure business is processed efficiently and accurately

  • Complying with FCA rules and internet compliance procedures

  • Manage client enquiries by telephone and email

  • Other general administration duties

    Previous experience with working in an office

  • Good knowledge of I.T

  • Good literacy and numeracy

  • Good inter-personal skills, both written and verbal

  • Good understanding of Investments, Pensions and protection plans as well as other financial products and planning tools

  • Ability to work independently and as part of a team


    • The ideal person will have background in financial administration and would have the drive for furthering their career. You will be a team player who can take charge of all administration within the office, have a friendly but professional attitude and be able to quickly fit in with our existing team.

    Due to the amount of responses we receive, unfortunately we are not able to give feedback to all individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.

    This is an excellent opportunity to join an established firm of Independent Financial advisers with their offices based in Northwich, Cheshire. The company is currently expanding and are looking to bring in a financial administrator. This presents an exciting opportunity where you can develop and progress with this established company.