Financial Services Administrator

6 days ago


Trowbridge Wiltshire, United Kingdom Thrive Group Full time

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. Supporting the Paraplanners and Advisors, you will collate and organise client policy information. Corresponding with policy providers on behalf of the client
Facilitating the annual review process for clients
Previous experience working within financial services within pensions / investment or insurance
A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 would also be beneficial.
Quarterly Bonus scheme (based on company and personnel 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



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