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- Tasks: Support financial advisers by processing applications and maintaining client records.
- Company: Join a dynamic team in Cheltenham known for their expertise and strong values.
- Benefits: Enjoy hybrid working options, structured training, and opportunities for career progression.
- Why this job: Be part of a fast-paced environment with excellent growth plans and a supportive culture.
- Qualifications: Experience in financial services and strong administration skills are essential.
- Other info: Full-time role with a salary up to £29,000, Monday to Friday, 9am to 5pm.
The predicted salary is between 25000 - 32000 £ per year.
Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team. This will be 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 or for financial advisors. 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
Candidate Attributes:
- Experience working within financial services
- Excellent administration skills
- Strong attention to detail
- Ability to work solely or as part of a team
- Good time management skills
Hours: Monday - Friday, 9am - 5pm (Hybrid working option available after successful training period)
Salary: Up to £29,000 per annum, depending on experience
Senior Administrator in Cheltenham employer: Anderson Recruitment
Contact Detail:
Anderson Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Administrator in Cheltenham
✨Tip Number 1
Familiarise yourself with the financial services sector, especially the specific products mentioned in the job description like investments, pensions, and mortgages. This knowledge will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in financial advisory roles or similar positions. Attend industry events or join relevant online forums to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Prepare to discuss your previous experience in administration and how it relates to supporting financial advisers. Think of specific examples where your attention to detail and time management made a difference in your past roles.
✨Tip Number 4
Research the company’s values and growth plans. Be ready to articulate how your personal values align with theirs and how you can contribute to their future success during the interview process.
We think you need these skills to ace Senior Administrator 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 you've held, particularly those involving administration and support for financial advisers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work with them and how your skills align with their needs, especially your attention to detail and team spirit.
Highlight Relevant Skills: In your application, clearly outline your administration skills and time management abilities. Provide examples of how you've successfully managed tasks in a fast-paced environment, as this is crucial for the role.
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 essential for the Senior Administrator position.
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. Be prepared to discuss specific roles and responsibilities you've had, especially those that relate to supporting financial advisers.
✨Demonstrate Attention to Detail
Given the nature of the role, it's crucial to showcase your strong attention to detail. Prepare examples of how you've ensured accuracy in your previous work, particularly when processing applications or maintaining databases.
✨Emphasise Teamwork Skills
This position requires working closely with a team. Be ready to share instances where you've successfully collaborated with others, especially in fast-paced environments. Highlight your ability to support colleagues effectively.
✨Prepare for Compliance Questions
Since compliance is a key aspect of the role, brush up on relevant regulations and be ready to discuss how you've ensured compliance in your past positions. This will demonstrate your understanding of the importance of maintaining accurate records.
