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Thrive Group
Financial Services AdministratorThrive Group • Trowbridge, Wiltshire, Wiltshire, UK
Financial Services Administrator

Financial Services Administrator

Thrive Group • Trowbridge, Wiltshire, Wiltshire, UK
15 days ago
Salary
£33,000.00 yearly
Job type
  • Permanent
Job description

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

What you will be doing:
Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :
  • General correspondence with both clients and policy providers
  • Submitting any new business on behalf of clients
  • Facilitating the annual review process for clients
  • Processing new client information in preparation for their first report meeting
  • Preparation of client reports
What you will need in order to succeed:
  • Previous experience working within financial services within pensions / investment or insurance essential
  • A background supporting an IFA or technical experience within a financial services organisation
  • First rate communication skills face to face, over the phone and email
  • Excellent attention to detail and ability to work to deadlines and under pressure
  • RO1, CF1, FA1 or equivalent would also be beneficial
  • A good range of IT skills
What you will receive in return:
  • To £33,000 per annum (DOE)
  • Quarterly Bonus scheme (based on company and personal...
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Financial Services Administrator • Trowbridge, Wiltshire, Wiltshire, UK

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