Hiring Now: Financial Services Administrator Near You – Apply Today!
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Financial Services Administrator
Job Posted: 4 days ago
Salary: £ 25,000 - 29,000 / Annum
Job Type: Permanent
Location: GL50, Montpellier, Gloucestershire
Expire in: 24 days
Job Description
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!
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Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in GL50, Montpellier, Gloucestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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