Job Title: Financial Services Administrator, Cheltenham
Company:
Location:
Cheltenham
Job Category:
Other
EU work permit required:
Yes
Job Views:
2
Posted:
09.07.2025
Expiry Date:
23.08.2025
Job Description:
What's in it for you?
* Company pension
* Life insurance
* Free on-site parking
* Company events
* Sick pay
* Join a growing, supportive team in the financial services sector
* Career development & progression opportunities
Must Haves:
* 2+ years' experience in financial services
* Confident supporting Independent Financial Advisers or working within an IFA firm
* Strong attention to detail and time management skills
* Solid understanding of pensions, investments, protection, and mortgages
* Proficient with provider platforms and client management systems
Nice to haves:
* Experience drafting suitability reports
* Familiarity with NHS Pension Scheme or medical/dental client base
* Ability to manage a varied workload and work independently or as part of a team
Responsibilities:
* Processing new business applications across multiple financial providers
* Maintaining and updating client records and policy data
* Handling incoming and outgoing correspondence with clients and providers
* Producing client documentation and suitability reports
* Supporting advisers with reviews and ongoing client servicing
* Ensuring compliance and accurate record keeping at all times
Helpful extras:
* Office-based role in Cheltenham
* Monday to Friday, 9-5
* Hybrid working after probation
If interested, send your most up-to-date CV to Alicia at i2i recruitment today!
Our mission of Making Recruitment Personal also involves making recruitment fair. We are committed to reviewing every application with a focus on diversity and inclusion.
Due to current circumstances, we may not be able to respond to every applicant personally. If you haven't received a response within 5 working days, please understand that your application has not been successful this time.
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