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Financial Planning Administrator

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom The Burford Recruitment Company Ltd Full time

The Burford Recruitment Company Ltd is a leading recruitment agency based in the heart of Cheltenham.

We are seeking an experienced and efficient administrator to join our team, providing support to our financial planners and ensuring clients receive exceptional service.

Key Responsibilities:
  • Process client applications via various provider platforms
  • Maintain and update databases with relevant policy information
  • Correspond with providers across the market regarding investment, pension, protection, and mortgage products
  • Issue documents to clients
  • Produce and update client reports
  • Draft suitability reports for advisors
  • Ensure all records are up-to-date and compliant
  • Handle incoming queries and outgoing calls to other providers and clients
Requirements:
  • Previous experience in financial planning administration within an independent firm is essential
  • Live within a commutable distance of Cheltenham town centre
  • Knowledge of Intelligent Office system
  • Experience working with providers such as Aviva, Transact, Quilter, and Wealthtime
  • Strong attention to detail and ability to work in a fast-paced environment
Additional Information:
  • Estimated salary: £25,000 - £35,000 per annum, depending on experience
  • 37.5 hour working week with hybrid working arrangements