Financial Services Administrator|Client & CRM Specialist

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

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.