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SalaryFinancial Planning Administrator
Cheltenham
up to £27,500pa
The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an ambitious, efficient, and conscientious administrator to provide support to the independent financial advisers to ensure that clients are given a high level of continuing service.
The ideal candidate will have previous experience within financial services, ideally working for financial advisors, as the job can be fast-paced and sometimes pressured.
Responsibilities and duties:
- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection, and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant.
- Handling incoming queries and outgoing calls to other providers and clients
- Working closely with advisers on a 1:1 basis
Skills and Experience
- Previous Financial Planning administration experience
- Keen eye and attention to detail
- Ability to work solely or as part of a team.
Additional Information
- 37.5 hour working week
- Hybrid working
- Genuine opportunities for career development
- Supportive and friendly office environment
This could be an ideal opportunity for an individual looking to move away from the large financial services corporations and into a more personal and autonomous role.
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