Financial Services Administrator

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 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 (url removed)

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

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

PRMSTH

Ad ID: 5418270440