Pension and Investment Services Coordinator

3 weeks ago


Trowbridge, Wiltshire, United Kingdom Thrive Group Full time
Job Description:
This is an exciting opportunity to join a thriving financial planning practice as a Financial Services Administrator. The successful candidate will provide administrative support to Paraplanners and Advisors, ensuring seamless operations.

Responsibilities:
- Provide administrative support to Paraplanners and Advisors
- Collate and organize client policy information
- Correspond with policy providers on behalf of clients
- Facilitate annual review process for clients

Requirements:
- Previous experience working within financial services, specifically in pensions, investment, or insurance
- Full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 qualification desirable

What We Offer:
- Competitive salary of £30,000 - £40,000 per annum, depending on experience
- Excellent benefits package, including health cover and quarterly bonus scheme
- Opportunities for training and development in a successful and expanding firm

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