Financial Services Administrator: Paraplanner Support (Office-based)

The Thrive Group; Trowbridge; On-site; GBP 25,000 - 31,000; Full time

Job summary

A growing financial planning practice is seeking a Financial Services Administrator in Trowbridge. The role involves supporting Paraplanners and Advisors, managing correspondence with clients, and preparing reports. Candidates should have experience in financial services and excellent communication skills. The position offers a salary up to £31,000 per annum along with additional benefits and a quarterly bonus scheme. This is a full-time, office-based role.

Benefits

Health cover

Quarterly bonus scheme

Training and support

Qualifications

• Experience supporting an IFA or technical experience in financial services is essential.
• Ability to work under pressure and meet deadlines.
• Strong communication skills both face-to-face and over the phone.

Responsibilities

• Support Paraplanners and Advisors by collating client policy information.
• Handle general correspondence with clients and policy providers.
• Process new client information for initial meetings.
• Prepare client reports.
• Facilitate annual review processes for clients.

Skills

Previous experience in financial services

Communication skills

Attention to detail

IT skills

Education

RO1, CF1, FA1 or equivalent

Job description

A growing financial planning practice is seeking a Financial Services Administrator in Trowbridge. The role involves supporting Paraplanners and Advisors, managing correspondence with clients, and preparing reports. Candidates should have experience in financial services and excellent communication skills. The position offers a salary up to £31,000 per annum along with additional benefits and a quarterly bonus scheme. This is a full-time, office-based role.