One To One Recruitment Ltd
Financial Administrators x 2
Locations: Cirencester & Broadway
Hybrid Working: 3 days in the office, 2 days working from home
Salary: £30,000
Hours: Full-time Monday to Friday 9am – 5pm
Join a leading independent financial planning business
Our client is a well-established and growing independent financial planning firm, committed to delivering independent financial advice tailored to the individual needs of both personal and corporate clients across the UK.
Due to continued growth, they are looking to recruit two experienced Financial Administrators to join their Client Services team. Opportunities are available in Cirencester and Broadway, offering a hybrid working pattern of three days in the office and two days working from home.
The Role
Working as part of a collaborative Client Services team, you'll support Financial Advisers with the day-to-day administration of client portfolios, ensuring new business is processed efficiently and clients receive an excellent level of service throughout their journey.
Key Responsibilities
- Process new business applications and supporting documentation
- Maintain accurate and up-to-date client records
- Liaise with clients, providers and Financial Advisers
- Chase new business applications through to completion
- Prepare documentation for client meetings
- Manage incoming calls, correspondence and client enquiries
- Process policy alterations and claims
- Ensure all records remain accurate, compliant and up to date
About You
To be successful in this role, you'll have:
- Previous experience within an IFA Administration role
- Excellent organisational skills and attention to detail
- Strong communication and customer service skills
- The ability to prioritise a varied workload
- Good IT skills and confidence using business systems
Experience using Intelligent Office would be advantageous but is not essential.
Why Join?
As well as joining a supportive and growing financial planning business, you'll benefit from:
- 25 days' annual leave, with the option to buy or sell additional holiday
- Your birthday off
- Free on-site parking
- Company pension
- Income protection, Life assurance and health cash plan
If you're an experienced Financial Administrator looking for your next opportunity, we'd love to hear from you. A full job description will be provided at interview.
Due to the high volume of applications we receive for our job adverts we are unable to respond to all candidates. If you have not received a response within 5 working days of forwarding your CV to us, then unfortunately you have been unsuccessful on this occasion.
Thank you for your interest and please do not hesitate to forward your CV to us again for other roles matching your skills and experience.
One To One Recruitment are a privately owned independent Recruitment solutions provider, we act as an employment agency for permanent recruitment and as an employment business for temporary recruitment. Our service is a free and confidential service to work seekers.
To apply for this job please visit www.reed.co.uk.
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