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 :
* 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:
1. £25,000 to £30,000 per annum (DOE)
2. Quarterly Bonus scheme (based on company and personnel performance)
3. Excellent benefits including health cover
4. Monday to Friday - 37.5 hours per week *100% office based*
5. Training and sup...