Financial Administrator x 2

Financial Administrators x 2 Locations: Cirencester and BroadwayHybrid Working: 3 days in the office, 2 days working from homeSalary: £30,000Hours: Full-time Monday to Friday 9am - 5pmJoin a leading independent financial planning businessOur 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 RoleWorking 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 ResponsibilitiesProcess new business applications and supporting documentationMaintain accurate and up-to-date client recordsLiaise with clients, providers and Financial AdvisersChase new business applications through to completionPrepare documentation for client meetingsManage incoming calls, correspondence and client enquiriesProcess policy alterations and claimsEnsure all records remain accurate, compliant and up to dateAbout YouTo be successful in this role, you''ll ..... full job details .....