Administrator to a Team of Financial Advisors

TN United Kingdom; Cheltenham; Hybrid; GBP 29,000; Full time

Job summary

An established industry player is seeking an ambitious Administrator to support a team of Financial Advisors in Cheltenham. This full-time, permanent role offers a dynamic environment where you will ensure clients receive top-notch service. With strong growth plans, the company provides opportunities for career advancement and a structured training program. Join a proactive team and contribute to maintaining high standards in financial services, while enjoying a hybrid working arrangement after probation. If you're detail-oriented and eager to grow, this is the perfect opportunity for you.

Qualifications

• Experience in financial services sector is essential.
• Strong attention to detail and ability to work independently.

Responsibilities

• Process applications via different provider platforms.
• Maintain and update the database with relevant policy information.
• Handle incoming queries and outgoing calls to providers and clients.

Skills

Financial Services Experience

Attention to Detail

Team Collaboration

Job description

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Administrator to a team of Financial Advisors, Cheltenham

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Client:

Anderson Recruitment Ltd

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

cf895471fcdb

Job Views:

3

Posted:

05.05.2025

Expiry Date:

19.06.2025

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Job Description:

Our client, who provides specialist knowledge and expertise to their customers and upholds excellent company values, is recruiting for an ambitious and conscientious individual to join their team. This is a full-time, permanent position based in their bright and welcoming offices in Cheltenham.

You will support the independent financial advisers within the company to ensure clients receive a high level of service. This varied and fast-paced role requires a proactive team player willing to get involved and support the advisors as needed.

The company has strong growth plans, and there are opportunities for career advancement. A structured training program will be provided. Candidates should have experience in the financial services sector, with knowledge of Mortgages, Protection, Investments, and Pensions being advantageous. The company offers rewarding progression opportunities to help further your career.

Responsibilities:

• Processing applications via different provider platforms
• Maintaining and updating the database with relevant policy information
• Corresponding with providers across the market regarding investment, pension, protection, and mortgage products
• Issuing documents to clients
• Producing and updating client reports
• Drafting suitability reports for advisers
• Ensuring all records are current and compliant
• Handling incoming queries and outgoing calls to providers and clients

Candidate Attributes:

• Experience in the financial services sector
• Strong attention to detail
• Ability to work independently and as part of a team

Hours: Monday – Friday, 9am – 5pm (Hybrid working available after probation)

Salary: Up to £29,000 per annum, depending on experience