Financial Services Administrator

Company:  Thrive Group
Location: trowbridge
Closing Date: 31/10/2024
Hours: Full Time
Type: Permanent
Job Requirements / Description

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 01225 632666. Alternatively email sarah.collins@thrivegroup. co.uk

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


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