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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 Haves- 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
- 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
- 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
- Office-based role in Cheltenham
- Monday to Friday, 9-5
- Hybrid working after probation
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.
