Financial Services Administrator

3 weeks ago


Cheltenham, United Kingdom H2R Selection Limited Full time

**Financial Services Administrator**

**Cheltenham**

**£18,000 - £24,000/annum**

Our client, a successful financial advisory firm, has an exciting opportunity for an Administrator to join their Cheltenham based team.

**The role**:

- Prepare and update values for all clients’ investments and pensions to the required standard.
- Gather Information for new /existing clients.
- Support Advisers by preparing documents for review packs: Disclosure Documents, Valuation and fund performance comparison.
- Book meetings and manage diaries for Advisers.
- Upload all signed documents onto system (XPLAN).
- Put quotes together, following the instruction of the Adviser.
- Assist Office Manager with administrative duties related to Health and safety, First Aid, or HR.
- Any other administrative tasks to support the Office Manager and advisers.

**Benefits**:

- Personal development, including study time during working hours.


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