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- Tasks: Support Paraplanners and Advisors by organizing client policy info and processing new client data.
- Company: Join a growing financial planning practice with a vibrant team culture.
- Benefits: Earn £25,000 to £30,000 plus quarterly bonuses and excellent health cover.
- Why this job: Gain valuable experience in financial services while working in a supportive environment.
- Qualifications: Experience in financial services is essential; IFA support background preferred.
- Other info: This role is 100% office-based, Monday to Friday, with training provided.
The predicted salary is between 25000 - 30000 £ per year.
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 : Corresponding with policy providers on behalf of the client Submitting any new business on behalf of the client Facilitating the annual review process for clients Processing new client information in preparation for their first report meeting What you will need in order to succeed: Previous experience working within financial services within pensions / investment or insurance Ideally a background supporting an IFA Excellent attention to detail and ability to work to deadlines is essential A full Financial Planning Certificate and/or Financial Services, Regulation & Ethics RO1 would also be beneficial. A good range of IT skills What you will receive in return: £25,000 to £30,000 per annum (DOE) Quarterly Bonus scheme (based on company and personnel performance) Excellent benefits including health cover Monday to Friday – 37.5 hours per week *100% office based* Training and support within this successful and expanding firm What you need to do next: If you are interested in being considered for this position then please call Sarah at Thrive Group on 01225 632666. Alternatively 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. INDTRO JBRP1_UKTJ
Thrive Group | Financial Services Administrator employer: Thrive Group
Contact Detail:
Thrive Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Thrive Group | Financial Services Administrator
✨Tip Number 1
Make sure to familiarize yourself with the specific financial services terminology and processes mentioned in the job description. This will not only help you understand the role better but also show your genuine interest in the field during any conversations.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work as Financial Services Administrators or Paraplanners. Engaging with them can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss your previous experience in detail, particularly any roles where you supported an Independent Financial Advisor (IFA). Highlighting relevant experiences will demonstrate your capability to excel in this position.
✨Tip Number 4
Research Thrive Group and their approach to financial planning. Understanding their values and culture will allow you to tailor your conversation and show how you would be a great fit for their vibrant team.
We think you need these skills to ace Thrive Group | Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Financial Services Administrator position. Understand the key responsibilities and required skills, as this will help you tailor your application.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, particularly in pensions, investments, or insurance. Mention specific tasks you've handled that align with the responsibilities listed in the job description.
Showcase Attention to Detail: Since excellent attention to detail is essential for this role, provide examples in your application that demonstrate your ability to manage detailed information accurately and meet deadlines.
Tailor Your Cover Letter: Craft a personalized cover letter that addresses why you are a good fit for Thrive Group. Mention your understanding of their values and how your skills can contribute to their vibrant team.
How to prepare for a job interview at Thrive Group
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in financial services, especially if you've worked with pensions, investments, or insurance. Be prepared to discuss specific examples of how you've supported an IFA or similar roles.
✨Demonstrate Attention to Detail
Since attention to detail is essential for this role, be ready to provide examples of how you've successfully managed tasks that required precision. You might want to mention any processes you’ve implemented to ensure accuracy in your work.
✨Familiarize Yourself with Relevant Regulations
Brush up on financial services regulations and ethics, particularly RO1. Being knowledgeable about these topics will show your commitment to the industry and your readiness to comply with necessary standards.
✨Prepare Questions for the Interviewer
Think of insightful questions to ask during the interview. This could include inquiries about the team dynamics, the company's approach to client management, or opportunities for professional development within the firm.
