Login to Apply

What’s in it for you?

Company pension | Life insurance | Free on-site parking | Company events | Sick pay | Join a growing, supportive team in the financial services sector | Career development & progression opportunities

Must Have’s

* 2+ years' experience in financial services

* Confident supporting Independent Financial Advisers or working within an IFA firm

* Strong attention to detail and time management skills

* Solid understanding of pensions, investments, protection, and mortgages

* Proficient with provider platforms and client management systems

Nice to have’s

* Experience drafting suitability reports

* Familiarity with NHS Pension Scheme or medical/dental client base

* Ability to manage a varied workload and work independently or as part of a team

So what will you be doing?

* Processing new business applications across multiple financial providers

* Maintaining and updating client records and policy data

* Handling incoming and outgoing correspondence with clients and providers

* Producing client documentation and suitability reports

* Supporting advisers with reviews and ongoing client servicing

* Ensuring compliance and accurate record keeping at all times

Helpful extras

* Office-based role in Cheltenham

* Monday to Friday, 9-5

* Hybrid working after probation

Interested? Send your most up-to-date CV to Alicia at i2i recruitment today!

Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to current circumstances, this is not always possible. If you haven't received a response within 5 working days, please understand that your application has not been successful on this occasion