Financial Services Coordinator
2 months ago
Thrive Group is seeking a skilled Financial Services Administrator to support their vibrant team on a permanent basis.
Key Responsibilities:
The successful candidate will be responsible for:
- Collating and organising client policy information
- Corresponding with policy providers on behalf of the client
- Submitting new business on behalf of the client
- Facilitating the annual review process for clients
- Processing new client information in preparation for their first report meeting
Requirements:
To be successful in this role, the ideal candidate will have:
- Previous experience working within financial services, preferably in pensions, investments, or insurance
- A background supporting an IFA would be beneficial
- Excellent attention to detail and ability to work to deadlines
- A good range of IT skills
What We Offer:
Thrive Group offers a competitive salary of £25,000 to £30,000 per annum, a quarterly bonus scheme, excellent benefits, and training and support within a successful and expanding firm.
How to Apply:
If you are interested in this position, please contact Thrive Group for further information.
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