Financial Services Administrator

2 months ago


Trowbridge Wiltshire, United Kingdom CMD Recruitment Full time €30,000

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to £30,000 per annum + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are a small but established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

In this way, the candidate should be confident in their ability to be flexible and adaptable.

Communicating with policy providers
Facilitating the annual review processThe successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

Part of a technical team within a financial services company
Administration role within pensions / investments / insurance
Excellent IT skills in MS Word & Excel
Professional telephone manner and superb customer service skills



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