Financial Services Administrator
Thornbury Recruitment are on the lookout for motivated, detail-oriented individuals who are eager to build a strong foundation in the financial services industry. Whether you’re fresh out of university, changing careers, or looking for a role that offers both growth and purpose - this is the opportunity you’ve been waiting for!
What’s on offer:
*Full Training & Support - No experience? No problem! You will be provided with comprehensive training to equip you with the knowledge and skills you need to succeed
*Career Growth - This firm believe in promoting from within and offering team members long-term career development opportunities
*Full professional exam support - up to Chartered level!!
*Mentorship - Work alongside experienced professionals who will guide you and help you thrive in the world of paraplanning.
*Inclusive & Positive Culture - Join a supportive team that values collaboration, continuous learning, and celebrating success together.
Your Role:
As a Finanical Services Administrator, you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:
*Obtaining the relevant paperwork or applications required to implement the proposed recommendations, including illustrations
*Submitting the relevant applications and ensuring that the recommendations and successfully implemented
*Chasing providers for information and updates
*Updating records on the back-office system
*Managing the full end to end administration from data gathering to producing suitability letters
What We’re Looking For:
*A passion for finance and helping people make informed financial decisions.
*Strong attention to detail and organisational skills.
*Excellent written and verbal communication skills.
*A proactive attitude and willingness to learn.
*Ideally, some basic understanding of financial services or a related field (but full training will be provided!).
Ready to Start Your Career in Wealth Management?
This is your chance to build a rewarding career in a thriving industry with endless opportunities for advancement. If you’re excited to learn, grow, and contribute to a forward-thinking team, we want to hear from you!
To find out more about this opportunity please contact Paula Thornbury
Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.