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**
