Administrator (Financial Services)

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-

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