The Burford Recruitment Company are recruiting on behalf of a respected and expanding financial services firm based in Cheltenham. This established company provides specialist advice to a loyal and growing client base, and they are now seeking a diligent and motivated Senior Administrator to support their team of Financial Advisers.
This is a fantastic opportunity for a detail-oriented and client-focused individual to step into a pivotal administrative role in a professional and supportive environment. The company has a strong reputation within its niche sector and offers real opportunities for progression and development within the financial services field.
An understanding of the following products would be advantageous: Mortgages, Protection, Investments and Pensions.
Career progression allows candidates to further their training, experience, and earning potential.
Key Responsibilities:
* Provide administrative support to Financial Advisers across the business
* Process new business applications via a range of provider platforms
* Maintain and update client records with accuracy and attention to compliance
* Prepare and issue documentation, including client and suitability reports
* Liaise with providers in relation to pensions, investments, protection, and mortgage products
* Handle both client and provider calls in a professional and efficient manner
* Work closely with individual advisers on a 1:1 basis to ensure seamless s...