Financial Services Administrator - AJ

Glos; Cheltenham; Hybrid; GBP 30,000 - 50,000; 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 office-based role offers a chance to process new business applications, maintain client records, and support Independent Financial Advisers. With a focus on career development and a hybrid working model after probation, this position provides an excellent opportunity for growth in a dynamic environment. If you have a solid understanding of financial products and a passion for client service, this role could be your next career step.

Benefits

Company pension

Life insurance

Free on-site parking

Company events

Sick pay

Qualifications

• 2+ years' experience in financial services is essential.
• Strong attention to detail and time management skills required.

Responsibilities

• Process new business applications across multiple financial providers.
• Maintain and update client records and policy data.
• Support advisers with reviews and ongoing client servicing.

Skills

Experience in financial services

Support for Independent Financial Advisers

Attention to detail

Time management skills

Understanding of pensions, investments, protection, and mortgages

Proficiency with provider platforms and client management systems

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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