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 (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.
INDTRO
