Administrator; Financial Services

Job in Leicester, Leicestershire, LE1, England, UK

Listing for: Thrive-Group

Full Time position
Listed on 2026-06-24

Job specializations:

Administrative/Clerical
Office Administrator/ Coordinator
Finance & Banking
Office Administrator/ Coordinator

Position: Administrator (Financial Services)

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:

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, in particular wealth management
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

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