Financial Services Administrator

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join 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 providers
• Submitting any new business on behalf of clients
• Facilitating the annual review process for clients
• Processing new client information in preparation for their first report meeting
• Preparation of client reports

What you will need in order to succeed:

• Previous experience working within financial services within pensions / investment or insurance essential
• A background supporting an IFA or technical experience within a financial services organ...

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