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Financial Services Administrator

Job Description

Thrive Group are delighted to be working with our client in Chippenham, who are actively seeking to engage a Financial Services Administrator to support their team.

What you will be doing:

As Financial Services Administrator, in this key role you will be responsible for :

  • Preparing valuations and documents for annual client meetings
  • Processing client transactions
  • Updating the CRM system
  • Liaising with a variety of internal and external stakeholders

What you will need to succeed:

  • Strong administrative skills, experience within financial services beneficial although not essential
  • Excellent IT skills
  • Confident communication skills at all levels
  • An open, flexible can-do attitude

What you will receive in return :

  • Competitive salary
  • Monday to Friday
  • 25 days holiday plus BHs
  • EAP Programme
  • Life assurance
  • Great prospects to develop your career including study support

What you need to do next:

If this role of Financial Services Administrator sounds of interest and you would like to be considered, please contact Sarah at Thrive Group on 01225 632666 or email sarah. elliott@thrivegroup. co.uk

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.

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