Financial Services Administrator

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!

Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion.