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- Annual Salary: UPTO £28,900 but if you hold any indistr exams higher salary can be offered
- Location: Cheltenham, GL50
- Job Type: Full-time, Permanent
We are seeking an ambitious, efficient, and conscientious Senior Administrator to provide essential support to our Independent Financial Advisers, ensuring our clients receive a high level of continuous service. This role is ideal for someone with experience in supporting financial advisors, particularly within a financial adviser firm, and has exposure to the administration and support of new business and annual review processes.
Day-to-day of the role:- Process applications via different provider platforms.
- Maintain and update the database with relevant policy information.
- Correspond with providers across the market concerning investment, pension, protection, and mortgage products.
- Issue documents to clients and produce updated client reports.
- Draft suitability reports for advisers.
- Ensure all records are kept up to date and compliant.
- Handle incoming queries and outgoing calls to other providers and clients.
- Work closely with advisers on a 1:1 basis, demonstrating excellent time management skills.
- Minimum of 2 years' experience in financial services.
- Familiarity with products such as Mortgages, Protection, Investments, and Pensions is advantageous.
- Keen eye for detail and ability to work independently or as part of a team.
- Strong communication skills and proficiency in managing multiple tasks efficiently.
- Company events
- Company pension
- Free and on-site parking
- Life insurance
- Sick pay
- 37.5 hours per week, Monday to Friday
- Hybrid remote in Cheltenham, GL50 (after a 6 months’ probation period) 3 days office, 2 days home working
To apply for the Senior Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
