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- Tasks: Support financial advisors by processing applications and maintaining client records.
- Company: Join a dynamic team known for their expertise and strong company values in Cheltenham.
- Benefits: Enjoy hybrid working options, competitive salary, and opportunities for career progression.
- Why this job: Be part of a fast-paced environment with structured training and growth potential in the financial sector.
- Qualifications: Experience in financial services is essential; knowledge of mortgages, investments, and pensions is a plus.
- Other info: Full-time role with a supportive team culture and rewarding career development.
The predicted salary is between 20800 - 29000 £ per year.
Our client provides specialist knowledge and expertise to their customers, as well as upholding excellent company values. They are now recruiting for an ambitious and conscientious individual to join their team on a full-time, permanent basis from their bright and welcoming offices in Cheltenham.
You will provide support to the independent financial advisers within the company to ensure that their clients are given a high level of continuing service. This is a varied and fast-paced position, so you must be willing to get stuck in and work as part of a team to support the advisors as necessary. They have excellent growth plans for the future and are looking for individuals to grow alongside this.
A full structured training programme will be provided; however, you must hold experience working within the financial services sector, with knowledge of Mortgages, Protection, Investments, and Pensions being advantageous. Our client provides rewarding progression opportunities and support with industry-specific qualifications, which will enable you to further your career.
Responsibilities:- Processing applications via different provider platforms
- Maintaining and updating database with relevant policy information
- Corresponding with providers across the market (in relation to investment, pension, protection and mortgage products)
- Issuing documents to clients
- Producing and updating client reports
- Drafting suitability reports for advisers
- Ensuring all records are kept up to date and compliant
- Handling incoming queries and outgoing calls to other providers and clients
- Experience working within the financial services sector
- Excellent administration skills
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday to Friday, 9am to 5pm (Hybrid working option available after completion of probation period)
Salary: Up to £29,000 per annum, depending on experience
Administrator to a team of Financial Advisors in Cheltenham employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator to a team of Financial Advisors in Cheltenham
✨Tip Number 1
Familiarise yourself with the financial services sector, especially in areas like mortgages, protection, investments, and pensions. This knowledge will not only help you understand the role better but also impress the interviewers with your industry insight.
✨Tip Number 2
Network with professionals in the financial services field, particularly those who work as financial advisors. Engaging with them can provide you with valuable insights into the day-to-day responsibilities of the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've successfully managed multiple tasks or projects in previous roles. This will show that you can thrive in a fast-paced environment, which is crucial for this position.
✨Tip Number 4
Research the company’s values and growth plans. Tailoring your conversation during interviews to align with their mission and demonstrating your enthusiasm for growing alongside them can set you apart from other candidates.
We think you need these skills to ace Administrator to a team of Financial Advisors in Cheltenham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in the financial services sector. Emphasise any relevant roles where you've dealt with mortgages, protection, investments, or pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and conscientious nature. Mention how your skills align with the responsibilities of the role and express your enthusiasm for supporting financial advisers.
Highlight Relevant Skills: In your application, focus on your excellent administration skills, attention to detail, and ability to work both independently and as part of a team. Provide specific examples of how you've demonstrated these skills in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Anderson Recruitment
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services sector during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially those related to mortgages, protection, investments, and pensions.
✨Demonstrate Strong Administration Skills
Since this role requires excellent administration skills, come ready with examples of how you've successfully managed tasks in a fast-paced environment. Discuss any tools or software you are familiar with that can help streamline administrative processes.
✨Emphasise Teamwork and Communication
This position involves working closely with financial advisers and clients, so be sure to convey your ability to work as part of a team. Share examples of how you've effectively communicated and collaborated with others to achieve common goals.
✨Prepare Questions About Growth Opportunities
The company is looking for individuals who want to grow alongside them. Prepare thoughtful questions about their growth plans and how they support career progression and industry qualifications. This shows your interest in long-term commitment and development.
