Financial Services Administrator

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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 wealth management 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 pe...
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Location:
Trowbridge
Salary:
not provided
Job Type:
FullTime
Category:
Accounting & Finance

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