Financial Services Administrator

i2i Recruitment Consultancy; Cheltenham; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player in the financial services sector is seeking a dedicated professional to join their supportive team in Cheltenham. This role offers the chance to work closely with Independent Financial Advisers, manage client records, and ensure compliance in a dynamic environment. With opportunities for career development and progression, you will be part of a growing organization that values diversity and inclusion. Enjoy a hybrid working model after probation and a range of perks including company pension and life insurance. If you are detail-oriented and passionate about client service, this could be the perfect opportunity for you!

Benefits

Company pension

Life insurance

Free on-site parking

Company events

Sick pay

Qualifications

• 2+ years' experience in financial services.
• Confident in supporting Independent Financial Advisers.

Responsibilities

• Processing new business applications across multiple financial providers.
• Maintaining and updating client records and policy data.
• Ensuring compliance and accurate record keeping.

Skills

Financial Services Experience

Client Management Systems

Attention to Detail

Time Management Skills

Understanding of Pensions and Investments

Job description

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!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.