Financial Planning Professional

3 weeks ago


Trowbridge, Wiltshire, United Kingdom Thrive Group Full time
Job Summary:
Thriving financial planning practice is seeking a skilled Financial Services Administrator to join their dynamic team on a permanent basis. As a key member of the team, you will provide administrative support to Paraplanners and Advisors, ensuring seamless operations.

Key Responsibilities:
- Collate and organize client policy information
- Correspond with policy providers on behalf of clients
- Facilitate annual review process for clients

The ideal candidate will have previous experience working within financial services, specifically in pensions, investment, or insurance. A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 qualification would be highly beneficial.

What We Offer:
- Quarterly bonus scheme based on company and personnel performance
- Excellent benefits package including health cover
- 37.5 hours per week, Monday to Friday, 100% office-based
- Opportunities for training and development in a successful and expanding firm

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