Ifa senior administrator Work, Jobs in Cheltenham, Eng (with Salaries)

IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
12d
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
12d
Client Services Administrator
Wren Sterling —Gloucester
- £26,000 - £30,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Health & wellbeing programme
- Work from home
Quick apply

Related jobs to explore

Based on your search for ifa senior administrator

HR Systems Administrator
Hazlewoods —Cheltenham
HR Administration : 2 years (required). Health and wellbeing benefits such as; discounted gym membership, on-site mental health first aiders, online GP…
£33,000 - £36,000 a year
Quick apply
Senior Business Administrator
D3 Crew Ltd —Ledbury
Own the full booking journey from first enquiry to day of visit - handling bookings, processing payments and conducting pre-attendance calls so every client…
£30,000 - £35,000 a year
Quick apply
3d

I want to receive the latest job alerts for ifa senior administrator in cheltenham, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

ifa senior administrator jobs near cheltenham, eng

IFA Senior Administrator

Legal & Medical Investments Ltd
Cheltenham

Quick apply

Job details

Permanent | Full-time
£25,800 - £30,753 a year
12 days ago

Benefits

Company pension
Company events
Life insurance
Referral programme

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full 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.

Responsibilities and Duties:

Your responsibilities will include but not limited to:

- 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)

- corresponding with clients for application progression

- 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

- working closely with advisers on a 1:1 basis

Job Types: Full-time, Permanent

Pay: £25,800.00-£30,753.00 per year

Benefits:

Company events
Company pension
Life insurance
Referral programme

Experience:

Financial services: 1 year (required)

Work Location: Hybrid remote in Cheltenham GL50 1BB

Quick apply

Refine Your Search

ifa senior administrator jobs in cheltenham, eng

IFA Senior Administrator

IFA Office Administrator

Client Services Administrator

Related jobs to explore

I want to receive the latest job alerts for ifa senior administrator in cheltenham, eng

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected