Job Description

Job description

We are looking for an ambitious, efficient and conscientious individual to join our team, providing support to the Independent Financial Advisers within the company to ensure that our clients are given a high level of continuing service.

The role would suit a candidate with current or previous experience directly supporting financial advisors or within a financial adviser firm ideally with exposure to the administration and support of the new business and annual review process.

An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions

Career progression is available allowing candidates to further their training and experience and earning potential.

Additional Remuneration for exam Success - Your salary will be Increased depending on exam successes in the following exams : R01, R02, RO3, RO4, RO5, RO6.

Responsibilities and Duties:

Your responsibilities will include:

- 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

- keen eye and attention to detail

- ability to work solely or as part of a team

- working closely with advisers on a 1:1 basis

- time management skills

Job Types: Full-time, Permanent

Pay: 25,088.00-29,800.00 per year

Benefits:

Company events Company pension Free parking Life insurance On-site parking Sick pay
Experience:

Financial services: 2 years (required)
Location:

Cheltenham, GL50 2UX (preferred)
Work Location: Hybrid remote in Cheltenham GL50 2UX

Expected start date: 01/09/2025