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 upda...JBLK1_UKTJ
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 : General correspondence...JBLK1_UKTJ