Administrator (Financial Services)

Job Description

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
  • 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 : sarah.collins@thrivegroup. co.uk

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.

INDTRO


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Job Overview

ID:

2439871

Date Posted:

Posted 18 hours ago

Expiration Date:

03/07/2026

Location:

Trowbridge

Salary:

Competitive

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