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 support

* Contribute to team performance while managing your own workload effectively

The Ideal Candidate:

* A minimum of 2 years' experience in financial services (essential)

* Previous experience supporting Financial Advisers or working in a wealth management environment

* Knowledge of pensions, investments, protection, and mortgage products

* Strong administrative and organisational skills with excellent attention to detail

* Clear and confident communication skills, both written and verbal

* A team player with a proactive, can-do attitude