We have other current jobs related to this field that you can find below


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

    **Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...


  • Cheltenham, United Kingdom Hays A&F Full time

    Hays Senior Finance are currently exclusively partnering with an renewable energy business based on the outskirts of Cheltenham.We are looking for a Financial Controller to join their Finance team based on a 9-month contract basis. This is an exciting opportunity for an ambitious and enthusiastic candidate to join a fast-growing renewable energy business...


  • 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 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...

  • 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, 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...

  • Advisor Assistant

    3 months ago


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

    **Advisor Assistant** **Location**: Cheltenham - City Centre (GL50) **Salary**: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefits **Hours**:Full time, Office based - 9.00am - 5.00pm **Working as part of the team at an Appointed Representative of St. James’s Place...


  • Cheltenham, Gloucestershire, United Kingdom Cameron James Professional Recruitment Full time

    We are working with a reputable and well-established Independent Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team.This is a hybrid role - 3 days in the office and 2 days from home.The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy...


  • Cheltenham, Gloucestershire, United Kingdom Cameron James Full time

    We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for a Financial Services Operations Assistant to join the team. This is a hybrid role - 3 days in the office and 2 days from home. The role would be ideal for an experienced administrator with financial services experience, who is looking for a busy...

  • Adviser Assistant

    2 months ago


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

    **Adviser Assistant** **Location**:Cheltenham office based, hybrid post 3 months’ probation. **Salary**:Highly competitive plus a potential 10% bonus per annum and employee benefits. **Hours**:Full time 35 hours per week. An excellent opportunity has arisen for a professional person to join this friendly and proactive St. James’s Place Partner...


  • Cheltenham, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**:Financial Services **Location**:Cheltenham **Salary**:Up to £22,000 **Job Ref**:8663 Administrator Looking to kickstart your career? Recruit UK are working with a wealth management firm in Cheltenham who are looking to bring on an Administrator. If you are looking for a long-term career...


  • Cheltenham, United Kingdom Recruit UK Full time

    **Job Title**: Entry Level Financial Administrator **Industry**: Financial Services **Location**: Bath/ Cheltenham/ Chelmsford **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in...


  • Cheltenham, United Kingdom Attivo Group Full time

    **Customer Service Executive -** Cheltenham** **Do you have a passion for Customer Service? Do you have an exceptional telephone manner? Do you have excellent verbal and written communication skills? Are you able to build rapport quickly and confident speaking with clients?** **If so, please keep reading.** We provide our advice and service through Attivo,...


  • 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...


  • 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...


  • 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...

  • Head of Marketing

    3 months ago


    Cheltenham, United Kingdom Attivo Group Full time

    **Head of Marketing** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust...

  • Head of Finance

    3 weeks ago


    Cheltenham, United Kingdom Hays A&F Full time

    Do you want to make a genuine difference to society and for those in need?Are you looking for your next exciting challengeDo you want to work for an organisation that cares about you, values you and looks forward to what we can do together?Then we have a fantastic opportunity for you in central Cheltenham as our Head of Finance for a well-established...


  • Cheltenham, United Kingdom Hays A&F Full time

    Your new company A leading law firm in the residential conveyancing sector is exclusively partnering with Hays Accountancy & Finance to recruit a talented Part-Time Legal Cashier to join their growing and successful team. This Cheltenham-based firm is renowned for its exceptional client service and commitment to making every move as comfortable and...


  • Cheltenham, Gloucestershire, United Kingdom Omega Resource Group Full time

    Explore a rewarding career in financeLead Financial ConsultantLocation: CheltenhamCompensation: Up to £70,000 based on qualificationsJoin a reputable firm specializing in financial management, taxation, and advisory services. We are on the lookout for a proficient and seasoned lead financial consultant to enhance our dynamic team.Core Duties for Lead...

Looking for a Career in Financial Services?

3 months ago


Cheltenham, United Kingdom JUICE RECRUITMENT Full time

Juice Recruitment are delighted to be working with a fast-growing and award-winning provider of specialist insurance and financial services. The day-to-day course would include handling and processing of claims for the group and provide excellent service at all times.

**Day to Day**:

- Manage and handle claims from initial notification through to final settlement, validating policy cover and the claim
- Carry out investigations to ensure all relevant documents and information have been evaluated prior to the decision on the claim
- Deliver to our financial targets and keep us in line with our service level agreements and key performance indicators
- Maintain accurate and timely records, files, and databases to ensure data integrity and compliance with our Data Protection requirements
- Request supporting documents from our customers to assist with the payment process
- Make sure all fraud controls and claims processes are followed, delivering quality at every touchpoint
- Handle all complaints constructively and in line with company and FCA guidelines - escalating when a solution cannot be found

**We Would Love to See**:

- Similar experience in a claims processing or handling role, would be extremely beneficial, although full training will be given
- Excellent oral and written communication skills, with confidence building rapport with both internal and external stakeholders
- Exceptional time management skills, with the ability to plan your own workload without too much supervision
- Passionate and enthusiastic work ethic and encouraging colleagues within the team

**Salary**: £24,000.00 per year

Ability to commute/relocate:

- Cheltenham: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Customer service: 1 year (preferred)

Work Location: In person