Senior IFA Admin Specialist - Cheltenham

Senior IFA Admin Specialist - Cheltenham

Full-Time 30000 - 30000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Process applications, maintain policy info, and produce client reports.
  • Company: Join a dynamic team at Anderson Recruitment Ltd in Cheltenham.
  • Benefits: Competitive salary up to £30,000 and full-time hours.
  • Why this job: Be part of a supportive team and make a real difference in clients' lives.
  • Qualifications: Strong attention to detail and ability to work independently or in a team.

The predicted salary is between 30000 - 30000 £ per year.

Anderson Recruitment Ltd is seeking an ambitious IFA support professional to join a Cheltenham office on a full-time, permanent basis. You will process applications, maintain policy information, liaise with providers across the market, and produce client reports and suitability documents.

The role requires strong attention to detail and the ability to work independently or as part of a team.

Hours: Monday–Friday, 9am–5pm.

Salary up to £30,000 depending on experience.

Senior IFA Admin Specialist - Cheltenham employer: Anderson Recruitment Ltd

As a leading wastewater solutions provider, our client offers a dynamic work environment where engineers can thrive. With competitive salaries, door-to-door pay, and a strong emphasis on ongoing training and development, employees are supported in their professional growth while enjoying a collaborative and team-oriented culture. The field-based nature of the role allows for independence and direct customer interaction, making it a rewarding opportunity for those passionate about delivering essential services.

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Contact Details:

Anderson Recruitment Ltd Recruitment Team

We think you need these skills to ace Senior IFA Admin Specialist - Cheltenham

Attention to Detail
Application Processing
Policy Information Management
Liaising with Providers
Client Reporting
Suitability Document Production
Independent Working