Financial Services Senior Administrator

3 months ago


Cheltenham, United Kingdom Legal & Medical Investments Ltd Full time

**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**: £22,000.00-£27,500.00 per year

**Benefits**:

- Company events
- Company pension
- Life insurance
- Sick pay

Schedule:

- 8 hour shift
- Monday to Friday
- No weekends

Supplemental pay types:

- Bonus scheme

COVID-19 considerations:
hybrid working

Work Location: Hybrid remote in Cheltenham, GL50 2UX



  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a highly skilled and experienced Senior Financial Manager to join their team in Cheltenham, Gloucestershire. As a key member of the finance team, you will be responsible for managing and administering the group accounts, preparing consolidated management accounts, and ensuring annual audit compliance.Key...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    Job SummaryHays Senior Finance is seeking a highly skilled and experienced Senior Financial Manager to join their team in Cheltenham, Gloucestershire. As a key member of the finance team, you will be responsible for managing and administering the group accounts, preparing consolidated management accounts, and ensuring annual audit compliance.Key...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.Key ResponsibilitiesProvide administrative support to our Financial Planners and Paraplanners,...


  • Cheltenham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Technical Administrator** **Location: Cheltenham (GL50)** **Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness and death in service employee benefits** **Hours: Full time** Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...


  • Cheltenham, Gloucestershire, United Kingdom Grafton Recruitment Full time

    Exciting opportunity for a motivated and detail-oriented Financial Services Administrator at a leading Wealth Management firm. Structured career development with study support and hybrid working available.Provide detailed administration support to technical team, focusing on client transfers and transactional processes.Build strong working relationships with...


  • Cheltenham, United Kingdom Travail Employment Group Ltd Full time

    As a Financial Services Administrator in our Operations Team, you will be an integral part of our high performing team based out of our Cheltenham office. Your role as a Financial Services Administrator will involve providing efficient, effective and expert administrative support to the Technical Team and Broking Divisions, in line with compliance, FCA and...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    About Hays Senior FinanceHays Senior Finance is a leading provider of financial recruitment services, with a strong presence in the UK and globally. We specialize in matching talented finance professionals with organizations where they can achieve a lasting impact.The RoleWe are seeking a dynamic and detail-oriented Financial Operations Manager to oversee...


  • Cheltenham, Gloucestershire, United Kingdom Hays Senior Finance Full time

    About Hays Senior FinanceHays Senior Finance is a leading provider of financial recruitment services, with a strong presence in the UK and globally. We specialize in matching talented finance professionals with organizations where they can achieve a lasting impact.The RoleWe are seeking a dynamic and detail-oriented Financial Operations Manager to oversee...


  • Cheltenham, United Kingdom Hooray Recruitment Full time

    **Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...


  • 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...

  • Mortgage Administrator

    3 months ago


    Cheltenham, United Kingdom Fairview Financial Full time

    This is an exciting opportunity to join an expanding mortgage brokerage in the centre of Cheltenham. You will be part of a friendly team and working for a company that has been going from strength to strength, with a recognised reputation for providing clients with excellent service and advice. **Responsibilities include**: Providing administration support...


  • Cheltenham, Gloucestershire, United Kingdom Attivo Group Full time

    Job SummaryAttivo Group is seeking a highly organized and detail-oriented Financial Planning Administrator to provide dedicated support to our Associate Directors. As a key member of our Financial Planning team, you will be responsible for managing client records, maintaining CRM systems, and providing administrative support to ensure seamless delivery of...


  • Cheltenham, Gloucestershire, United Kingdom Clover HR Services Limited Full time

    Job Summary:Clover HR Services Limited is seeking an experienced Financial Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports. The successful candidate will be responsible for managing administrative tasks, ensuring compliance with financial regulations, and aligning the...


  • Cheltenham, Gloucestershire, United Kingdom Clover HR Services Limited Full time

    Job Summary:Clover HR Services Limited is seeking an experienced Financial Manager to oversee day-to-day financial operations, develop financial statements, analyze financial data, and prepare financial reports. The successful candidate will be responsible for managing administrative tasks, ensuring compliance with financial regulations, and aligning the...


  • Cheltenham, Gloucestershire, United Kingdom Kelly Services Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Kelly Services. As a key member of our finance department, you will be responsible for providing administrative support to our accounting team and ensuring the smooth operation of our financial processes.Key Responsibilities:Oversee accounts...


  • Cheltenham, Gloucestershire, United Kingdom Kelly Services Full time

    Job Summary:We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at Kelly Services. As a key member of our finance department, you will be responsible for providing administrative support to our accounting team and ensuring the smooth operation of our financial processes.Key Responsibilities:Oversee accounts...


  • Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionJob Title: Financial Services AdministratorJob Type: Full-timeCompany: Premier Jobs UK LimitedLocation: CheltenhamJob Category: Financial ServicesJob Description:We are seeking an experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you will be responsible for providing administrative support to...


  • Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionJob Title: Financial Services AdministratorJob Type: Full-timeCompany: Premier Jobs UK LimitedLocation: CheltenhamJob Category: Financial ServicesJob Description:We are seeking an experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you will be responsible for providing administrative support to...


  • Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time

    Job DescriptionJob Title: Financial Services AdministratorJob Type: Full-timeCompany: Premier Jobs UK LimitedLocation: CheltenhamJob Category: Financial ServicesJob Description:We are seeking an experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you will be responsible for providing administrative support to...


  • Cheltenham, Gloucestershire, United Kingdom HDA Chartered Financial Planners Full time

    About the RoleWe are seeking an experienced Financial Planning Administrator to join our team at HDA Chartered Financial Planners. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our financial planning services.Key ResponsibilitiesProvide administrative support to our Financial Planners and Paraplanners,...