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i2i Recruitment Consultancy

Contact Information:
i2i Recruitment Consultancy
2 Rockfield Business Park
Old Station Drive
GL53 0AN

Tel: 01242771021

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Financial Administrator - AH


Delighted to be partnering with an independent financial advisor’s firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously.

My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 – 24 hours.


More about the role:
Administration support for existing and new clients.  Working closely with the financial advisers to ensure client records are updated and maintained.  Liasing with product providers to obtain client information and dealing with client queries.


Key Responsibilities:
• Liasing with product providers to obtain and update client information.
• Updating and maintaining client records
• Preparation of Client reports and valuations
• Handling the administration of client pension, investment, and protection products
• Other ad-hoc administrative duties as and when required.

More about you:
• Good organisational skills are essential.
• Strong accuracy skills with a keen eye for detail
• Working knowledge of Word and Excel
• Being able to work both independently and as part of a team.
• Good telephone manner

Some benefits to mention:
• 25 days pro-rata annual leave plus bank holiday uplift
• 5% Company Pension Contribution
• Simply Health Medical Cash Plan
• Flexible days and hours can be accommodated for the right candidate.
• Friendly working environment
• Off road car parking

Salary: £12.50-£14 per hour

Hours Per Week: 20-24

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