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Administrator (Financial Services)

Ernest Gordon Recruitment Limited

Cheltenham

On-site

GBP 29,000

Full time

24 days ago

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An established financial advisory firm is seeking a dedicated Administrator with a background in financial services. This role offers the chance to join a thriving team and play a pivotal role in supporting Advisors. With extensive internal training and clear progression routes, you will be integral to the business's success. The position involves handling new business applications, preparing client review packs, and managing general administrative duties. If you're looking for a dynamic environment that values your career development, this opportunity is perfect for you.

Training Opportunities

Company Bonus

Company Benefits

Hybrid Work Option After Probation

Experience in an administrative role, preferably in financial services.
Strong communication and organizational skills.

Support Advisors with administrative tasks and new business applications.
Prepare review packs for clients and follow up with providers.

Administrative Skills

Financial Services Knowledge

Communication Skills

Relevant Administrative Experience

Administrator (Financial Services)

29,000 + Training + Progression + Hybrid After Probation + Company Bonus + Company Benefits

Cheltenham

Are you an Administrator from a Financial Services background looking to join an expanding and independent financial advisors that will provide extensive internal training and clear routes to progress?

On offer is the opportunity to join a successful business from within, where you play an integral role in supporting the Advisors in a varied and fast-paced position.

Your responsibilities will include submitting new business applications for investments, following up with providers for information, preparing review packs for clients, and handling general administrative duties.

This dynamic business is a financial advisory firm providing tailored investment and wealth management services.

This role would suit an Administrator from a Financial Services background looking to join an established business that will invest in your career.

The Role

Supporting Advisors
Submitting new business applications
Following up with providers
Monday - Friday, 9am - 5pm
Hybrid after probation

The Person

Administrator or similar
Financial Services background

Reference Number: BBBH18998

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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