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01954 233650

Bury St Edmunds Office

01284 722600

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01245 290702

Careers

Current Vacancies

Senior Client Support – Swavesey office

We are looking for a friendly and enthusiastic individual to join our busy Client Administration Team which supports the IFA and Technical Team at our Swavesey office.

We offer a Professional Development Programme where full training is provided throughout an employee’s career.

Role:

  • Administering clients’ portfolios using Standard Life, Novia and Transact platforms
  • Processing platform and off-platform new business by liaising with providers, clients and team
  • Preparing clients’ annual portfolio summaries as required by the Client Review Team
  • Preparing Income Drawdown Reviews
  • Dealing with platforms and product providers to obtain information about existing and potential investments
  • Supporting financial planners and technical team
  • Able to step in for the Client Administration Manager during absence
  • Handling client queries and helping service existing clients
  • Assisting the Client Administration Manager with training and developing for the Client Administration Team
  • Assisting with the rebalance process
  • Developing and maintaining a sound working knowledge of platforms
  • Maintaining JCS and Volume client databases
  • Maintaining appropriate CPD to meet CII, Chartered Corporate and Gibbs Denley requirements

Candidates:

  • Experienced financial administrator / client support
  • Has an excellent working knowledge of transacting on Standard Life Wrap platform
  • Some experience in rebalancing clients’ portfolios
  • Service orientated with a general interest in providing an exceptional client experience
  • Good interpersonal skills and enjoys working alongside a friendly team
  • Ability to work in a busy working environment, prioritise work and meet deadlines
  • Excellent administration, written / verbal communication skills and organisational skills
  • Possess a keen eye for detail
  • Experience in using Intelliflo would be an advantage
  • Interested in gaining professional qualifications in Financial Services

Benefits:

  • Staff bonus scheme
  • Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service
  • Death in Service scheme 2 x salary
  • 5% of salary contribution into our Group Personal Pension with immediate effect
  • Professional Development Programme with financial support, recognition and reward for professional study

Senior Client Support – Bury St Edmunds office

We are looking for a friendly and enthusiastic individual to join our busy Client Administration Team which supports the IFA and Technical Team at our Bury office.

We offer a Professional Development Programme where full training is provided throughout an employee’s career.

Role:

  • Administering clients’ portfolios using Standard Life, Novia and Transact platforms
  • Processing platform and off-platform new business by liaising with providers, clients and team
  • Preparing clients’ annual portfolio summaries as required by the Client Review Team
  • Preparing Income Drawdown Reviews
  • Dealing with platforms and product providers to obtain information about existing and potential investments
  • Supporting financial planners and technical team
  • Able to step in for the Client Administration Manager during absence
  • Handling client queries and helping service existing clients
  • Assisting the Client Administration Manager with training and developing for the Client Administration Team
  • Assisting with the rebalance process
  • Developing and maintaining a sound working knowledge of platforms
  • Maintaining JCS and Volume client databases
  • Maintaining appropriate CPD to meet CII, Chartered Corporate and Gibbs Denley requirements

Candidates:

  • Experienced financial administrator / client support
  • Has an excellent working knowledge of transacting on Standard Life Wrap platform
  • Some experience in rebalancing clients’ portfolios
  • Service orientated with a general interest in providing an exceptional client experience
  • Good interpersonal skills and enjoys working alongside a friendly team
  • Ability to work in a busy working environment, prioritise work and meet deadlines
  • Excellent administration, written / verbal communication skills and organisational skills
  • Possess a keen eye for detail
  • Experience in using Intelliflo would be an advantage
  • Interested in gaining professional qualifications in Financial Services

Benefits:

  • Staff bonus scheme
  • Holiday: 23 days per annum, increasing after 3, 6, 9, 14 and 19 years’ service
  • Death in Service scheme 2 x salary
  • 5% of salary contribution into our Group Personal Pension with immediate effect
  • Professional Development Programme with financial support, recognition and reward for professional study

With offices in Cambridge, Bury St Edmunds and Chelmsford, we are always interested in talented people.  Even if we don’t have a suitable vacancy for you at present, please send your CV to Jackie.abrey@gibbsdenley.co.uk, and we will hold it for the future.  We always respond to applications.

Please note that we cannot accept responsibility for the security of any email sent to us by standard email.


Graduate Development Programme

At Gibbs Denley Financial Services we are always looking for dedicated and forward-thinking individuals who are interested in building a career that they can be proud of.

Our Graduate Development Programme for Financial Advisers and Paraplanners is aimed at those leaving university with a degree, who are looking to develop a career in the financial services industry. Please download the guide to our Graduate Development Programme for more information on what this involves.

Gibbs Denley Financial Services Graduate Development Programme

If you are interested in applying to our Graduate Development Programme, please email your CV and cover letter to jackie.abrey@gibbsdenley.co.uk. Please note that unsolicited applications from recruitment agencies will NOT be accepted.