Financial Services Administrator
6 days ago
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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Financial Services Administrator
2 months ago
Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeThrive 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...
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Financial Services Administrator
1 month ago
Trowbridge, United Kingdom CV-Library Full timeFinancial 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? Interested in joining a growing firm that like to develop their staff? If you have answered yes, then this could be the role for you! Our...
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Financial Services Administrator
2 weeks ago
Trowbridge, United Kingdom CMD Recruitment Full timeFinancial 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? Interested in joining a growing firm that like to develop their staff? If you have answered yes, then this could be the role for you! Our...
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Financial Services Administrator
4 days ago
Trowbridge, United Kingdom Thrive Group Full timeThrive 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.
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Financial Services Administrator
2 months ago
Trowbridge, United Kingdom Thrive Group Full timeThrive 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...
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Financial Services Administrator
4 days ago
Trowbridge, United Kingdom Thrive Group Full timeThrive 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...
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Financial Services Administrator
4 days ago
Trowbridge, United Kingdom Thrive Group Careers Full timeThrive 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...
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Financial Services Administrator
7 days ago
Trowbridge, United Kingdom Thrive Group Full timeThrive 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...
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Financial Services Administrator
2 months ago
Trowbridge, United Kingdom CV-Library Full timeThrive 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...
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Administrative Assistant
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Trowbridge, Wiltshire, United Kingdom Thrive Group Full timeAs a Financial Services Administrator at Thrive Group, you will play a vital role in supporting our team of Paraplanners and Advisors. Your key responsibilities will include providing administrative assistance, such as collating and organizing client policy information, submitting new business, and facilitating annual review processes. We are seeking an...
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Service Administrator
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Finance and Administration Manager
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Corsham, Wiltshire, United Kingdom Box House Services Limited Full timeFinancial / Office Manager Role We are a private property development and investment business based a few miles east of Bath and are looking for an experienced Finance/Office Manager, who will also be responsible for working with clients and supporting the company director. We are a small business and a hands-on, pro-active can do approach is essential. ...