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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 :
- 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 meeting
What 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 skills
What 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 - 37.5 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 call Sarah at Thrive Group on (phone number removed). Alternatively 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.
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