Job 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 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:
1. To £31,000 per annum (DOE)
2. Quarterly Bonus scheme (based on company and personal performance)
3. Exce...