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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
