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 NEED TO DO NEXT:

If you are interested in being considered for this position then please email sarah.collins@thrivegroup. co.uk
Thrive 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.