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Financial Services Senior Administrator
3 months ago
**Job description**
We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the independent financial advisers within the company to ensure that our clients are given a high level of continuing service.
We are a growing company based in Cheltenham, who specialise in giving financial advice to members of the medical and dental profession, with expertise in the NHS Pension Scheme. We currently have 27 advisers across the company, covering a wide area from South West England up to the Midlands, and South Wales.
**Responsibilities and Duties**:
Your responsibilities will include:
- 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
- keen eye and attention to detail
- ability to work solely or as part of a team
- working closely with advisers on a 1:1 basis
- time management skills
**Job Types**: Full-time, Permanent
**Salary**: £21,000.00-£26,250.00 per year
**Benefits**:
- Company events
- Company pension
- Life insurance
Schedule:
- 8 hour shift
- Monday to Friday
- No weekends
COVID-19 considerations:
Full measures in place - clear desks
Hand Sanitiser
Masks worn by visitors
Socially Distanced Desk space
Work Location: Hybrid remote in Cheltenham, GL50 2UX
