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Financial Services Administrator
Are you looking for a dynamic career in financial planning? Are you ready to dive into the world of wealth management, gain hands-on experience, and make a real impact from day one? If so then i would love to speak to you about a new Financial Services Administrator role!
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 Financial Services Administrator , you’ll be an integral part of the team, assisting experienced paraplanners and financial advisors. Duties include:
- Sending out Letters of Authority promptly.
- Contacting pension and investment providers to gather information.
- Completing information checklists upon receipt of information.
- Creating plan summaries on receipt of LOA information.
- Processing new business applications, following up with providers, and updating client files with any progress.
- Completing processing checklists, accurately updating New Business Book record, and creating fee invoices on Xero.
- Sorting, scanning, and distributing incoming mail.
- Franking outgoing mail and delivering this to the Post Office.
- Completing cash balances carefully, making sure calculations are correct and recorded on the task.
- Setting up meeting rooms ahead of time to make sure they are tidy and ready to use.
- Arranging drinks and refreshments for client and internal meetings to create a welcoming environment.
- Answering incoming calls and provide friendly, professional support
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!).
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.
