Administrator (Financial Services)

Thrive Group • Permanent • Trowbridge, Somerset, England, United Kingdom • 6d ago

Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator.
What you will be doing:
Supporting the team, you will be tasked with a range of administrative duties to include;

Opening and preparing client files through to completion
Client research, providing a range of information for the team
Ensuring the CRM is updated
Obtaining quotes from providers and other third parties
Dealing with new and existing clients via phone and email

What you will need to succeed:

Proven administrative experience gained within financial services is essential, in particular wealth management
Excellent communication and customer service skills as you will be dealing with clients at all levels
Effective time management and able to work in a deadline driven environment
Excellent IT skills including MS Office (PowerPoint/word/outlook and excel) and CRM systems

What you will receive in return :

A competitive salary and benefits package
Full-time Monday to Friday - 100% office based
The chance to develop your career with a successful and forward-thinking firm
Full training and professional study support

What you need to do next:
If this position sounds of interest and you would like to be considered, please contact Sarah Collins : (url removed)
Thrive Group are acting as an employment agency 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.
PRMSTH-

You may also be interested in these jobs

Legal Secretary (Litigation)

Thrive Group • Permanent • Trowbridge, Somerset, England, United Kingdom • 16h ago

Administration

Thrive Group are delighted to be working with our client in Royal Wootton Bassett, who are actively seeking to engage a Legal Assistant to support their Litigation department . What you will be doing: Supporting Partne...

16h ago

Apply

Financial Services Administrator

Thrive Group • Permanent • Trowbridge, Somerset, England, United Kingdom • £28k - £33k / year • 6d ago

Administration

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 yo...

6d ago

Apply

Administrator (Financial Services)

Thrive Group • Permanent • Trowbridge, Somerset, England, United Kingdom • 6d ago

Administration

Thrive Group are delighted to be working with our established Wiltshire based financial services client who actively seek an Administrator. What you will be doing: Supporting the team, you will be tasked with a range o...

6d ago

Apply

Accounts Semi Senior

Hays Accounts and Finance • Permanent • Trowbridge, Somerset, England, United Kingdom • £27k - £33k / year • 1w ago

Administration

A well-established firm of accountants South of Bath, near Trowbridge, is seeking to recruit an Accounts Semi Senior, following continued growth within the team. In this role, you will work with a varied client base incl...

1w ago

Apply

Customer Service Administrator

Michael Page • Temporary • Trowbridge, Somerset, England, United Kingdom • £12 - £14 / hour • 2w ago

Administration

Customer Service Administrators are required to provide essential administrative and customer support within the FMCG industry. This temporary role in Trowbridge involves ensuring excellent service delivery and efficient...

2w ago

Apply

Get more jobs like this

Create a free job alert