Senior Administrator

(function(w,d,s,l,i){w[l]=w[l]|[];w[l].push({'gtm.start':new Date().getTime(),event:'gtm.js'});var f; Cheltenham; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player in financial services is looking for a diligent Senior Administrator to join their Cheltenham team. This pivotal role offers the chance to support Financial Advisers in a professional environment, where attention to detail and client focus are paramount. The company is known for its strong reputation and commitment to employee development, making it an exciting opportunity for those looking to grow their careers. If you're ready to contribute to a supportive team while enhancing your skills in the financial sector, this role is perfect for you.

Qualifications

• Minimum of 2 years' experience in financial services is essential.
• Strong administrative and organizational skills with attention to detail.

Responsibilities

• Provide administrative support to Financial Advisers across the business.
• Maintain and update client records with accuracy and attention to compliance.

Skills

Administrative Skills

Communication Skills

Organizational Skills

Client Support

Attention to Detail

Education

Experience in Financial Services

Job description

The Burford Recruitment Company are recruiting on behalf of a respected and expanding financial services firm based in Cheltenham. This established company provides specialist advice to a loyal and growing client base, and they are now seeking a diligent and motivated Senior Administrator to support their team of Financial Advisers.

This is a fantastic opportunity for a detail-oriented and client-focused individual to step into a pivotal administrative role in a professional and supportive environment. The company has a strong reputation within its niche sector and offers real opportunities for progression and development within the financial services field.

An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions.

Career progression allows candidates to further their training, experience, and earning potential.

Key Responsibilities:

• Provide administrative support to Financial Advisers across the business
• Process new business applications via a range of provider platforms
• Maintain and update client records with accuracy and attention to compliance
• Prepare and issue documentation, including client and suitability reports
• Liaise with providers in relation to pensions, investments, protection, and mortgage products
• Handle both client and provider calls in a professional and efficient manner
• Work closely with individual advisers on a 1:1 basis to ensure seamless support
• Contribute to team performance while managing your own workload effectively

The Ideal Candidate:

• A minimum of 2 years' experience in financial services (essential)
• Previous experience supporting Financial Advisers or working in a wealth management environment
• Knowledge of pensions, investments, protection, and mortgage products
• Strong administrative and organisational skills with excellent attention to detail
• Clear and confident communication skills, both written and verbal
• A team player with a proactive, can-do attitude