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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 :
- General correspondence with both clients and policy providers
- Submitting any new business on behalf of clients
- Facilitating the annual review process for clients
- Processing new client information in preparation for their first report meeting
- Preparation of client reports
What you will need in order to succeed:
- Previous experience working within financial services within pensions / investment or insurance essential
- A background supporting an IFA or technical experience within a financial services organisation
- First rate communication skills face to face, over the phone and email
- Excellent attention to detail and ability to work to deadlines and under pressure
- RO1, CF1, FA1 or equivalent would also be beneficial
- A good range of IT skills
What you will receive in return:
- To 31,000 per annum (DOE)
- Quarterly Bonus scheme (based on company and personal performance)
- Excellent benefits including health cover
- Monday to Friday - 37.5 hours per week *100% office based*
- Training and support within this successful and expanding firm
What you need to do next:
If you are interested in being considered for this position then please email sarah.collins@thrivegroup. (url removed)
Thrive Group are acting as an employment business in relationship to this vacancy.
If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.
INDTRO
