Financial Services Coordinator

4 weeks ago

Cheltenham, Gloucestershire, United Kingdom Premier Jobs UK Limited Full time
Financial Services Administrator Role

This is an exciting opportunity for a skilled Financial Services Administrator to join a growing company in Cheltenham. The successful candidate will provide administrative support to a team of Financial Advisors, who deliver holistic financial planning to clients.

The business values the role of the Financial Services Administrator and recognizes the importance of their contribution to the team's success. As an administrator, you will be responsible for:

  • Processing and chasing new business opportunities
  • Obtaining illustrations, projections, and valuations
  • Responding to client queries and providing assistance
  • Accurately updating and maintaining information on the company's back-office system
  • Preparing documents for suitability reports
  • Liaising with clients and providers
  • Preparing client meeting packs

The company is committed to supporting the growth and development of its employees. With a strong focus on allowing individuals to progress, they are open to supporting your development into various areas, such as paraplanning, advice, compliance, or management.

Requirements

  • Experience as an Administrator within financial services
  • Good knowledge of financial planning processes, products, and how a Financial Advisor operates
  • Motivation to join a growing business and be part of its exciting journey
  • Open-mindedness to candidates with administration experience in other areas of financial services

Company Overview

This growing IFA firm is led by highly respected names in the industry, backed by a private equity firm. With a strong focus on growth, they are looking to build a team of passionate and skilled individuals. The company has already achieved significant success, with £4.5bn of AuM, and is committed to continuing its growth trajectory.

Benefits

  • Salary of £26,000 - £32,000 depending on experience
  • Company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% employer pension contribution, discretionary bonus, and 28 days holiday + bank holidays, rising up to 30 days
  • Office-based role
  • 37.5 hours per week
  • Excellent career progression with individual development plans shaped around your desired career path

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