Job Details
Click here to receive a daily email with new jobs from the 'Financial Administration' category? (If you are already using this service but have been logged out, simply click here, re-enter your details and we'll email you a login link.)
Contact Information:
HOORAY
71 Rodney Road
Cheltenham
Gloucestershire
GL50 1HT
Tel: 01242 300228
Email yourself a copy of this job
Click here to see all adverts from HOORAY
Click here to receive a daily email with new jobs from the 'Financial Administration' category?
Financial Administrator - 3134745
Tewkesbury
Financial Administrator
Are you interested in building a career in Wealth management? Have you gained experience in wealth or investments and are looking for more opportunity to develop your skills and knowledge? Would you enjoy managing relationships with clients whilst also having a wealth of experience to support you? Excellent - get in touch to find out more
This highly reputable and established financial services company are looking to add an experienced Financial Administrator to their team as they continue to grow. The Financial Administrator role will work support Paraplanners and Financial Advisors in their commitment to offering their clients outstanding service and financial advice.
Benefits
- Bonus potential
- Free parking onsite
- Life Insurance
- Private Medical Insurance
What are the day-to-day responsibilities of the Financial Administrator:
- Onboarding new clients in a professional and compliant manner
- Compile investment illustrations and other reports and information on behalf of Paraplanner or Advisor
- Liaise with clients and providers regularly on queries, valuations, plan alterations etc
Required Skills and Qualifications:
- Previous experience as an Administrator within Financial Services (preferably Wealth Management) essential
- Experience working with Pensions, ISA’s, GIA’s
- Strong communication skills both verbal and written
- Detail focused with a strong work ethic
This is a permanent role with a salary of up to £28,000.
If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality.
- Hooray is acting as an agency on behalf of the client for this position.
- Our purpose as a business is to pioneer ethical recruitment for a better working world.
- Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
- DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! *T&C's APPLY!
IND1
Please apply by clicking on Apply Now.
Be the First to Apply for Jobs Like This
Newsletter
To sign up up for GlosJobs weekly newsletter, please click here.