Financial Services Senior Administrator - Cheltenham, United Kingdom - Legal & Medical Investments Ltd

Legal & Medical Investments Ltd

Verified Company

Cheltenham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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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.

We are a growing company based in Cheltenham, who specialise in giving financial advice to members of the medical and dental profession, with expertise in the NHS Pension Scheme.

We currently have 27 advisers across the company, covering a wide area from South West England up to the Midlands, and South Wales.

Responsibilities and Duties:

Your responsibilities will include:
- 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
- handling incoming queries and outgoing calls to other providers and clients
- keen eye and attention to detail
- ability to work solely or as part of a team
- working closely with advisers on a 1:1 basis
- time management skills

Job Types:
Full-time, Permanent

Salary:
£22,000.00-£27,500.00 per year

Benefits: