Job Description
Our client who provides specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for an ambitious and conscientious individual to join their close-knit and very successful team. This will be on a full time, permanent basis from their bright and welcoming offices in Cheltenham (hybrid after probation).
You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position so you must be willing to get stuck in and work as part of a team to support the advisors as necessary.
They have excellent growth plans for the future and are looking for individuals to grow alongside this. A fully structured training programme will be provided however, you must hold experience working within the financial services sector, if you do have knowledge of Mortgages, Protection, Investments or Pensions this is advantageous. Our client provides rewarding progression opportunities which will enable you to further your career plus salary increases with certificates passed.
Responsibilities:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
Candidate Attributes:
- Experience working within the financial services sector
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday - Friday - 9am - 5pm (Hybrid working option available after completion of probation period)
Salary:Up to £30k per annum, depending on experience