Senior Administrator

The Burford Recruitment Company Ltd; Cheltenham; On-site; GBP 30,000 - 50,000; Full time

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