Financial Services Coordinator

1 week ago


Trowbridge, Wiltshire, United Kingdom Thrive Group Full time
Job Description

Thrive Trowbridge is seeking a highly organized and detail-oriented Financial Services Administrator to support their growing financial planning practice.

Key Responsibilities:

  • Collate and organize client policy information
  • Correspond with policyholders and other stakeholders
  • Provide administrative support to Paraplanners and Advisors

Requirements:

  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment
  • Proficiency in Microsoft Office and other software applications

What We Offer:

  • A dynamic and supportive team environment
  • Opportunities for professional growth and development
  • A competitive salary and benefits package

Apply Now:

ZIPC1_UKTJ



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