Financial Services Administrator

JR United Kingdom; Cheltenham; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading financial services company is seeking a Financial Services Administrator in Cheltenham. This role involves supporting advisers, processing applications, and ensuring compliance. Candidates should have at least 2 years of relevant experience, strong attention to detail, and be comfortable managing a varied workload. The team offers career development opportunities and a supportive work environment.

Benefits

Company pension

Life insurance

Free on-site parking

Company events

Sick pay

Career development opportunities

Qualifications

• 2+ years experience in financial services is essential.
• Confident supporting Independent Financial Advisers an advantage.
• Strong attention to detail and excellent time management skills.

Responsibilities

• Process new business applications across multiple financial providers.
• Maintain and update client records and policy data.
• Produce client documentation and suitability reports.

Skills

Attention to detail

Time management

Understanding of pensions

Understanding of investments

Understanding of protection

Understanding of mortgages

Proficient with client management systems

Job description

Job Title: Financial Services Administrator, Cheltenham

Company:

Location:

Cheltenham

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

09.07.2025

Expiry Date:

23.08.2025

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 Haves:

• 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 haves:

• 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

Responsibilities:

• 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

If interested, send your most up-to-date CV to Alicia at i2i recruitment today!

Our mission of Making Recruitment Personal also involves making recruitment fair. We are committed to reviewing every application with a focus on diversity and inclusion.

Due to current circumstances, we may not be able to respond to every applicant personally. If you haven't received a response within 5 working days, please understand that your application has not been successful this time.