Job Description
Whats 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
So what will you be doing?
* 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
...