Financial Administrator

6 months ago


Cheltenham, United Kingdom I2I Recruitment Full time

**More about the role**:
Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liaising with product providers to obtain client information and dealing with client queries.**Alice Halford****:
Senior Recruitment Consultant

**Responsibilities**:

- Liaising with product providers to obtain and update client information.
- Updating and maintaining client records
- Preparation of Client reports and valuations
- Handling the administration of client pension, investment, and protection products
- Other ad-hoc administrative duties as and when required.

**Benefits**:

- 25 days pro-rata annual leave plus bank holiday uplift
- 5% Company Pension Contribution
- Simply Health Medical Cash Plan
- Friendly working environment
- On-site parking

**Requirements**:

- Good organisational skills are essential.
- Strong accuracy skills with a keen eye for detail
- Working knowledge of Word and Excel
- Being able to work both independently and as part of a team.
- Good telephone manner



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