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- Tasks: You'll process applications, maintain client records, and support financial advisers daily.
- Company: Join a growing team in the dynamic financial services sector.
- Benefits: Enjoy a company pension, life insurance, free parking, and career development opportunities.
- Why this job: Be part of a supportive culture with real impact on clients' financial futures.
- Qualifications: 2+ years in financial services and strong attention to detail are essential.
- Other info: Office-based in Cheltenham with hybrid working options after probation.
The predicted salary is between 28800 - 43200 £ per year.
What’s 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 Have’s:
- 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 have’s:
- 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.
Contact Detail:
Glos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator - AJ
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description, such as pensions, investments, and mortgages. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work with Independent Financial Advisers (IFAs). Attend industry events or join relevant online forums to make connections that could lead to valuable insights or referrals.
✨Tip Number 3
Brush up on your skills with client management systems and provider platforms. If you have experience with specific software, be prepared to discuss it in detail, as this can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by thinking about scenarios where you've demonstrated strong attention to detail and time management. Use the STAR method (Situation, Task, Action, Result) to structure your responses effectively.
We think you need these skills to ace Financial Services Administrator - AJ
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 2+ years of experience in financial services. Emphasise your skills in supporting Independent Financial Advisers and your understanding of pensions, investments, protection, and mortgages.
Craft a Strong Cover Letter: Write a cover letter that showcases your attention to detail and time management skills. Mention any experience you have with drafting suitability reports and your familiarity with client management systems.
Highlight Relevant Experience: In your application, clearly outline your experience with processing new business applications and maintaining client records. This will demonstrate your capability to handle the responsibilities listed in the job description.
Show Enthusiasm for the Role: Express your interest in joining a supportive team and your eagerness for career development opportunities. This can set you apart from other candidates and show that you align with the company's values.
How to prepare for a job interview at Glos
✨Showcase Your Financial Knowledge
Make sure to brush up on your understanding of pensions, investments, protection, and mortgages. Be prepared to discuss how your experience aligns with these areas, as this will demonstrate your capability to support Independent Financial Advisers effectively.
✨Highlight Attention to Detail
Since the role requires strong attention to detail, be ready to provide examples from your past work where your meticulousness made a difference. This could include instances where you caught errors or improved processes through careful review.
✨Demonstrate Time Management Skills
Prepare to discuss how you manage your workload, especially in a busy environment. Share specific strategies you use to prioritise tasks and meet deadlines, as this is crucial for handling multiple applications and client records.
✨Familiarity with Client Management Systems
If you have experience with provider platforms and client management systems, make sure to mention it. Discuss any specific systems you've used and how they helped you in your previous roles, as this will show you're ready to hit the ground running.
