Pensions & Investments

Financial Services Administrator

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FINANCIAL SERVICES ADMINISTRATOR: THE ROLE

We have a vacancy for a full-time Financial Services Administrator to join Financial Services team.

Job Role: Financial Services Administrator
Department: Financial Services
Location: Chester
Term: Permanent, Full-time
Salary: Competitive, DOE + benefits

The successful candidate will:

  • Support the financial advisers to deliver a first-class service to our clients
  • Contact clients in all stages of the advice process
  • Be responsible for the submission and collation of letters of authority and engage with providers to ensure timely completion
  • Oversee the client management system to deliver client review meetings in line with consumer duty expectations
  • Case management including the submission of new business
  • Provide a first-class service to clients, presenting a positive image of Cullimore Dutton at all times
  • Maintain a professional attitude and effective communications between clients, team members and colleagues
  • Recognise, respect and honour client confidentiality at all times

FINANCIAL SERVICES ADMINISTRATOR: THE PERSON

You will need a flexible approach and the ability to work as part of a team, together with the following skills:

  • Good working knowledge of Microsoft Office (Word/Excel/Outlook/Teams)
  • Previous experience in a similar role
  • Excellent communication skills both on the telephone and in person
  • Excellent organisational skills and a strong appreciation of time line management

FINANCIAL SERVICES ADMINISTRATOR: APPLY NOW

If you wish to be considered for the role of Financial Services Administrator please forward your CV and covering letter to recruitment@cullimoredutton.co.uk.

Download this role as a PDF:
Financial Services Administrator

Please note: we are not accepting applications from recruitment agencies.

Friendly girl explaining some documentation to parent

Wills & Probate Legal Assistant

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WILLS & PROBATE LEGAL ASSISTANT: THE ROLE

We have a vacancy for a full-time Legal Assistant to join our expanding Wills & Probate team.

Job Role: Legal Assistant
Department: Wills & Probate
Location: Chester
Term: Permanent, Full-time
Salary: Competitive, DOE + benefits

The successful candidate will:

  • Ensure that fee earners time is effectively utilised and that deadlines are met through administrative support
  • Maintain a professional attitude and effective communications between clients, fee earners, team members and colleagues
  • Provide a first-class service to clients, both internal and external, presenting a positive image of Cullimore Dutton at all times
  • Produce and manage both electronic and manual files and documents with good grammar, care and accuracy
  • Chase documents upon instruction
  • Carry out financial tasks and provide support with the billing process
  • Recognise, respect and honour client confidentiality at all times

WILLS & PROBATE LEGAL ASSISTANT: THE PERSON

You will need a flexible approach and the ability to work as part of a team, together with the following skills:

  • Good working knowledge of Microsoft Office
    (Word/Excel/Outlook)
  • Experience in audio typing and the ability to type quickly and accurately
  • Excellent communication skills both on the telephone and in person
  • Good time management skills, an awareness of deadlines and the ability to prioritise where necessary
  • Attention to detail and ability to check work thoroughly
  • Previous experience of working as a legal assistant essential, preferably within a Wills & Probate team

WILLS & PROBATE LEGAL ASSISTANT: APPLY NOW

If you wish to be considered for the role of Wills & Probate Legal Assistant please forward your CV and covering letter to recruitment@cullimoredutton.co.uk.

Download this role as a PDF:
Wills & Probate Legal Assistant

Please note we are not accepting applications from recruitment agencies.