Financial Services Administrator

Thrive Group; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is looking for a Financial Services Administrator for a Wiltshire-based client. You will manage client files, conduct research, and ensure CRM updates. Ideal candidates will have proven experience in financial services, strong communication skills, and comprehensive IT knowledge. This full-time position offers a competitive salary and benefits, with full training and support for career development.

Benefits

Competitive salary and benefits package

Full training and professional study support

Qualifications

• Proven administrative experience gained within financial services is essential.
• Excellent communication and customer service skills dealing with clients.
• Effective time management in a deadline-driven environment.

Responsibilities

• Opening and preparing client files through to completion.
• Conducting client research and providing information.
• Updating the CRM system.
• Obtaining quotes from providers.
• Managing communications with clients via phone and email.

Skills

Administrative experience

Customer service skills

Time management

Excellent IT skills

Tools

MS Office

CRM systems

Job description

Thrive Group are delighted to be working with our established Wiltshire based client who actively seek a Financial Services Administrator.

What you will be doing:

• Opening and preparing client files through to completion
• Client research, providing a range of information for the team
• Ensuring the CRM is updated
• Obtaining quotes from providers and other third parties
• Dealing with new and existing clients via phone and email

What you will need to succeed:

• Proven administrative experience gained within financial services is essential
• Excellent communication and customer service skills as you will be dealing with clients at all levels
• Effective time management and able to work in a deadline driven environment
• Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

What you will receive in return :

• A competitive salary and benefits package
• Full-time Monday to Friday - 100% office based
• The chance to develop your career with a successful and forward-thinking firm
• Full training and professional study support

What you need to do next:

If this position sounds of interest and you would like to be considered, please contact Sarah Collins : (url removed)

Thrive Group are acting as an employment agency 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.