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IFA Administrator

Job Description

Thrive Group are delighted to be working with our client in the Warminster area, who is actively seeking to engage a Financial Services Administrator.

What you will be doing:

Supporting the Financial Advisors within the firm, you will be tasked with a range of administrative duties to include;

  • Opening and preparing client files through to completion
  • Client research, providing information on their current situation
  • 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, ideally gained within financial services
  • 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 benefits package
  • The chance to develop your career with a successful and forward-thinking firm
  • Full training and professional study support

Please note : due to the nature of the role, your own transport will be essential

What you need to do next:

If this position sounds of interest and you would like to be considered :

Please contact Sarah at Thrive Group on 01225 632666 or email

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.