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.
Increase your chances of an interview by reading the following overview of this role before making an application.
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 wi...