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This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As an Financial Services Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:
- Processing and chasing new business
- Obtaining illustrations, projections and valuations
- Answering and assisting with client queries
- Accurately update and maintain information on their back office system
- Prepare documents for suitability reports
- Liaise with clients and providers
- Prepare client meeting packs
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.
Financial Services Administrator Requirements
- You should have experience as an Administrator within financial services
- Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
- You should be motivated by the prospect of joining a growing business and the exciting change this brings
- The business would be open minded to candidates with administration experience within other areas of financial services, e.g. provider background, mortgages
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Financial Services Administrator Benefits
- Salary of £26,000 - £32,000 depending on experience
- Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days
- Office based role
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Cheltenham
