Financial Services Administrator

CMD Recruitment; Trowbridge; On-site; GBP 25,000 - 31,000; Full time

Job summary

A growing financial services company in Trowbridge seeks a Financial Services Administrator. This full-time, office-based role offers up to £31,000 per annum plus bonuses, providing a unique training programme for candidates in a dynamic environment. Ideal for individuals with solid administration experience seeking to contribute to a vibrant team.

Qualifications

• High level of experience in administration within financial sector required.
• Has worked for an IFA or within pensions/investments/insurance.

Responsibilities

• Communicating with policy providers and submitting new business.
• Facilitating the annual review process.

Skills

Interpersonal Skills

Organizational Skills

Customer Service

Microsoft Excel

Microsoft Word

Education

Experience in Financial Administration

Job description

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 per annum + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Interested in joining a growing firm that like to develop their staff?

If you have answered yes to the above, then this could be the role for you!

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 a small but 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.

For example:

• 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

Many 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 unsuccessful.