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 Have’s
* 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 have’s
* 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
Interested? Send your most up-to-date CV to Alicia at i2i recruitment today!
Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.
We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.
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