Financial Services Administrator

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 performance)
• Excellent benefits including health cover
• Monday to Friday - 37.5 hours per week *100% office based*
• Training and support within this successful and expanding firm

What you need to do next:

If you are interested in being considered for this position then please email sarah.collins@thrivegroup. co.uk

Thrive Group are acting as an employment business in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO