Financial Services Administrator Job in Shaftesbury, Dorset

Financial Services Administrator Job in Shaftesbury, Dorset. Apply for the latest Shaftesbury, Dorset jobs in Accounting/Financial/Insurance.

Financial Services Administrator Job in Shaftesbury, Dorset

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

What you will be doing:

Supporting the Paraplanners 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 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, ideally gained within financial services (or a genuine interest to work in the industry)
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 systemsWhat 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 Collins at Thrive Group on (phone number removed) or email sarah.collins@thrivegroup. (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.

TrowCom/SC

Job Type: Permanent, Full Time
Location: Shaftesbury, Dorset
Category: Accounting/Financial/Insurance
City: Shaftesbury
County: Dorset
Country: United Kingdom
Salary:
Benefits: