Job Title

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are 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. In addition, you will be responsible for :General correspondence with both clients and policy providersSubmitting any new business on behalf of clientsFacilitating the annual review process for clientsProcessing new client information in preparation for their first report meetingPreparation of client reports What you will need in order to succeed:Previous experience working within financial services within pensions / investment or wealth management essentialA background supporting an IFA or technical experience within a financial services organisationFirst rate communication skills face to face, over the phone and emailExcellent attention to detail and ability to work to deadlines and under pressureRO1, CF1, FA1 or equivalent would also be beneficialA good range of IT skills What you will receive in return:To £33,000 per annum (DOE)Quarterly Bonus scheme (based on company and personal performance)Excellent benefits including health coverMonday to Friday - 37.5 hours per week *100% office based*Training and support within this successful and expanding firm What you need to do next:If you are interested in being considered for this position then please email sarah.collins@thrivegroup. co.ukThrive Group are acting as an employment business in relationship to this vacancy.If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.PRMSTHJBRP1_UKTJ