Financial Services Administrator

CMD Recruitment; Trowbridge; On-site; GBP 31,000 - 36,000; Full time

Job summary

A financial services firm in Trowbridge is looking for a Financial Services Administrator to support their growing team. This office-based role involves communicating with policy providers, submitting new business, and facilitating annual reviews. Candidates should have a strong administration background in finance, excellent IT skills, and a professional telephone manner. The firm offers a supportive environment for professional growth. Competitive salary up to £31,000 plus bonuses and benefits.

Qualifications

• Experience in administration within a financial sector is essential.
• Previous work in an IFA and part of a technical team within financial services is advantageous.

Responsibilities

• Communicate with policy providers.
• Submit new business.
• Facilitate the annual review process.

Skills

Interpersonal skills

Organisational skills

Customer service skills

Excellent IT skills in MS Word & Excel

Job description

Financial Services Administrator

Full Time & Permanent

OFFICE BASED

Trowbridge

Up to 31,000 + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment? Perhaps you have provided administration support to IFAs? Interested in joining a growing firm that like to develop their staff? Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients. They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are an established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing ‘value adding’ projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

• Communicating with policy providers
• Submitting new business
• Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice. High level of experience in administration within a financial sector is required for this role.

Qualifications and Experience

• Has worked/working for an IFA
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unfortunately unsuccessful.