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