Financial Services Administrator

Whats in it for you? Company pension | Life insurance | Free on-site parking | Company events | Sick pay | Join a growing, supportive team in the financial services sector | Career development & progression opportunities Must Haves 2+ years' experience in financial services Confident supporting Independent Financial Advisers or working within an IFA firm Strong attention to detail and time management skills Solid understanding of pensions, investments, protection, and mortgages Proficient with provider platforms and client management systems Nice to haves Experience drafting suitability reports Familiarity with NHS Pension Scheme or medical/dental client base Ability to manage a varied workload and work independently or as part of a team So what will you be doing? Processing new business applications across multiple financial providers Maintaining and updating client records and policy data Handling incoming and outgoing correspondence with clients and providers Producing client documentation and suitability reports Supporting advisers with reviews and ongoing client servicing Ensuring compliance and accurate record keeping at all times Helpful extras Office-based role in Cheltenham Monday to Friday, 9-5 Hybrid working after probation Interested? Send your most up-to-date CV to Alicia at i2i recruitment today! Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion. TPBN1_UKTJ

Created: 2025-06-17