We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach. Our client is a local, family feel business with a national reach and as their ambitions grow, they remain committed to their main goal: continuously improving the service their clients receive. What you’ll be doing:

Welcoming clients to meetings, offering refreshments, and managing client review scheduling
Handling incoming phone calls, emails, and general inquiries, and forwarding them as needed
Managing client details and policy records in the CRM (Intelliflo Office), ensuring GDPR compliance
Processing incoming and outgoing mail, including scanning, franking, and visiting the post office
Preparing client paperwork, reports, and pre-meeting documents for advisers
Maintaining a clean and organised office environment and managing client file archiving

This is a permanent full-time job, office based in the centre of Cheltenham.

What you’ll need to apply:

Solid general education and relevant experience within Financial Services
Proficient in Microsoft Office, with CRM system experience (Intelliflo preferred)
Highly organised, methodical, and detail-oriented
Ability to prioritise tasks and take responsibility for workload
Strong communication skills with clients, providers, and colleagues at all levels

What’s in it for you?Along with a great opportunity to join a professional, directly authorised firm which has ambitious plans for growth over the next few years, you will also benefit from;

25 days holiday plus bank holidays
A competitive bonus scheme
Modern and attractive Central Cheltenham office
Pension
Life insurance
Income protection
Private Medical Insurance
Ongoing professional training and development
8:30.4:15pm Monday to Thursday, and 8:30-12:30pm on Friday
Exam support and paid study leave.
Part of an Employee Ownership Trust (EOT) – always acting in their interest of their employees

What next?If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you!

IFA Administrator

IFA Administrator

IFA Administrator

Ifa Administrator - hybrid after training