Social network you want to login/join with:
Administrator to a team of Financial Advisors, Cheltenham
col-narrow-left
Client:
Anderson Recruitment Ltd
Location:
Job Category:
Finance
-
EU work permit required:
Yes
col-narrow-right
Job Reference:
cf895471fcdb
Job Views:
3
Posted:
05.05.2025
Expiry Date:
19.06.2025
col-wide
Job Description:
Our client, who provides specialist knowledge and expertise to their customers and upholds excellent company values, is recruiting for an ambitious and conscientious individual to join their team. This is a full-time, permanent position based in their bright and welcoming offices in Cheltenham.
You will support the independent financial advisers within the company to ensure clients receive a high level of service. This varied and fast-paced role requires a proactive team player willing to get involved and support the advisors as needed.
The company has strong growth plans, and there are opportunities for career advancement. A structured training program will be provided. Candidates should have experience in the financial services sector, with knowledge of Mortgages, Protection, Investments, and Pensions being advantageous. The company offers rewarding progression opportunities to help further your career.
Responsibilities:
* Processing applications via different provider platforms
* Maintaining and updating the database with relevant policy information
* Corresponding with providers across the market regarding investment, pension, protection, and mortgage products
* Issuing documents to clients
* Producing and updating client reports
* Drafting suitability reports for advisers
* Ensuring all records are current and compliant
* Handling incoming queries and outgoing calls to providers and clients
Candidate Attributes:
* Experience in the financial services sector
* Strong attention to detail
* Ability to work independently and as part of a team
Hours: Monday – Friday, 9am – 5pm (Hybrid working available after probation)
Salary: Up to £29,000 per annum, depending on experience
#J-18808-Ljbffr