Financial Services Administrator

www.topfinancialjobs.co.uk - Jobboard; Trowbridge; On-site; GBP 25,000 - 31,000; Full time

Job summary

A growing financial planning practice in Trowbridge is seeking a Financial Services Administrator. The role involves supporting financial advisors, managing client information, and preparing reports. The ideal candidate will have experience in financial services and excellent communication skills. A competitive salary and benefits package are offered, along with opportunities for training and development.

Benefits

Health Cover

Quarterly Bonus Scheme

Training and Support

Qualifications

• Previous experience in financial services is essential.
• Experience supporting an IFA or technical experience in financial services.

Responsibilities

• Collate and organise client policy information.
• Support Paraplanners and Advisors with client correspondence.
• Process new client information for initial report meetings.

Skills

Communication

Attention to Detail

IT Skills

Education

RO1

CF1

FA1

Job description

Thrive Trowbridge is delighted to be working with a growing financial planning practice that is 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. Your responsibilities will include:

1. General correspondence with clients and policy providers
2. Submitting new business on behalf of clients
3. Facilitating the annual review process for clients
4. Processing new client information for initial report meetings
5. Preparing client reports

What you will need to succeed:

• Previous experience in financial services within pensions, investment, or insurance is essential
• Experience supporting an IFA or technical experience within a financial services organisation
• Excellent communication skills face-to-face, over the phone, and via email
• Strong attention to detail and ability to meet deadlines under pressure
• RO1, CF1, FA1 or equivalent qualifications are beneficial
• Proficiency in IT skills

What you will receive in return:

• Salary up 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 a successful, expanding firm

What you need to do next:

If interested, please email your CV to (url removed).

Thrive Group acts as an employment business for this vacancy.

If you do not hear within 7 days, please assume you have been unsuccessful.

Note:

There is a typo in the original job description ('INDTRO' should be 'INTRO').