Financial Services Administrator

This hybrid, Financial Services Administrator job
in Cheltenham is ideal for current Administrators within financial services
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 IFA 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 a 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
  
• Plus company benefits including 4x DIS, PMI, Group Income
  Protection, Employee Assistance programme, medicash, 5% pension (company
  matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank
  holidays, rising up to 30 days
  
• Hybrid working with 60/40 split of office and home working
  
• 37.5 hours per week
  
• Excellent career progression, with individual development plans
  shaped around your desired career path
  

Locations

Cheltenham

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts
to ensure the information contained in our adverts including any salary,
benefits or on target earnings are accurate, we give no representation or
warranty in respect of such information. No liability is accepted by Premier
Jobs UK for any loss or damage which may arise out of any person relying on or
using any information.