Hiring Now: Financial Services Administrator Near You – Apply Today!
Your Next Financial Services Administrator Job Starts Here – Apply Now!
Financial Services Administrator
Job Posted: 15 hours ago
Salary: £ 28,000 - 31,000 / Annum
Job Type: Permanent
Location: Trowbridge, Wiltshire
Expire in: a month
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 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 reportsWhat 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 skillsWhat you will receive in return:
To £31,000 per annum (DOE)
Quarterly Bonus scheme (based on company and personal 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 firmWhat you need to do next:
If you are interested in being considered for this position then please email (email address removed). (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.
INDTROBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.
Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in Trowbridge, Wiltshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
© Vita CV: Registered in England and Wales (16187919).