Financial Services Administrator

4 days ago


Trowbridge, United Kingdom Thrive Group Full time

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.
What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information.
In addition, you will be responsible for : Corresponding with policy providers on behalf of the client Submitting any new business on behalf of the client Facilitating the annual review process for clients Processing new client information in preparation for their first report meetingWhat you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance Ideally a background supporting an IFA Excellent attention to detail and ability to work to deadlines is essential A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 would also be beneficial.
A good range of IT skillsWhat you will receive in return: £25,000 to £30,000 per annum (DOE) Quarterly Bonus scheme (based on company and personnel performance) Excellent benefits including health cover Monday to Friday - 37.



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