Job Description
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.
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
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 have prior understanding of Mortgages, Protection, Investments and Pensions. 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 xwwtmva
-Handling incoming queries and outgoing calls to other providers and clients
Candidate Attributes:
-Experience working within a similar IFA support role
-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
Salary: Up to £30,000 per annum, depending on experience
Senior IFA Administrator • Gloucester, Gloucestershire, United Kingdom
Fleet Administrator (Progression to Coordinator).Find out if this opportunity is a good fit by reading all of the information that follows below.Pension + Flexitime + 36 Days Holiday + Benefits.Are... Show more
Here at Dowty, a GE Aerospace company, due to an internal promotion we have an exciting new opportunity for a Senior Finance Manager – FP&A, to join our onsite team at our cutting edge engineering ... Show more
Senior Finance Business Partner – M&A and Strategy in Malvern or London.This role entails leading the financial workstream across the M&A lifecycle, collaborating with senior leaders, and providing... Show more
Remote-first, with occasional travel to Gloucester when required.UK Security Clearance (SC) – Mandatory.Senior Power Platform Analyst with proven experience delivering enterprise‑scale solutions ac... Show more
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.We are a well-established and growing planning consultancy based in Shrewsbury, ... Show more
We are actively seeking a dedicated Administrator to join the dynamic team of a renowned furniture company based in Yate.With a commitment to delivering excellence in craftsmanship and customer ser... Show more
Job title - Senior Finance Business Partner – M&A and Strategy.Location – Malvern - UK - Hybrid.Role benefits - Competitive Salary + Benefits Package and more.Become part of making the impossible p... Show more
On behalf of our client, we are seeking an.Experienced Family Solicitor within their Care Department.This is a senior position within the Care team, handling complex children law proceedings and pr... Show more
Senior/Principal Naval Architect.Barrow-in-Furness, Bristol, Portsmouth or Frimley.We offer a range of hybrid and flexible working arrangements please speak to your recruiter about the options for ... Show more
The Employment Network (TEN) provided pay range.This range is provided by The Employment Network (TEN).Your actual pay will be based on your skills and experience — talk with your recruiter to lear... Show more
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.Robert Walters Group are currently supporting a leading business in Dudley during a peri... Show more
The Best Connection is recruiting reliable and dedicated.Assisting with the driver routes.Updating drivers on route changes and updates.Able to work in a fast-paced environment.Other benefits of wo... Show more
Systems AdministratorLocation: Gloucester (Hybrid 2-days per week in office) Salary: £36,000 – £41,000 per annumBenefits: Enhanced Pension, flexible working, generous annual leave, career developme... Show more
Up to £62,000 per annum - depending on skills and experience.Hybrid working: 3 days in office and the remainder from home.We are working with an NHS organisation who require an experienced qu... Show more
Mercian Educational Trust is seeking a School Administrator to provide comprehensive administrative and organisational support across school systems.You will manage records, analyse data, handle at... Show more
A digital marketing agency in the UK is seeking a Finance and Administration Manager to oversee bookkeeping, invoicing, and payroll, ensuring compliance and efficient internal administration.The ro... Show more
Senior Linux System Administrator | Perm | Gloucester | Up to £65,000 p.Peaple Talent have partnered with a client in Gloucester looking to recruit a Linux System Administrator.They’re seeking some... Show more
Quality Engineer / Senior Quality Engineer.This is an opportunity to play a pivotal role in ensuring the quality, compliance and continuous improvement of complex, safety-critical products manufact... Show more
Interim Senior Commissioning Manager.Contracts Team within Adult Social Care during a key period of service improvement and transformation.This is a hands-on leadership role, responsible for overse... Show more
Full time although 4 days will be considered.Full Time (Part Time applicants working 4 days per week will also be considered).Flexible office-based working arrangements.Option to purchase additiona... Show more
%20Ltd){kind=logo}
){kind=logo}
%20Limited){kind=logo}
