Financial Planning Administrator jobs Borehamwood, Administrator jobs Borehamwood

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Job Details

Financial Planning Administrator Administrator
Reference ID: 954
  • Salary/OTESalary range of between £20,000 - £30,000 per annum, dependent upon experience
  • Vacancy LocationBorehamwood
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you a current Administrator seeking a role within a respected business that offers training and support to their staff?

This is a fantastic Financial Planning Administrator opportunity, where you will be providing specialist support to a successful team and Principal, by carrying out duties such as;

  • Make outbound calls to clients prior to meetings to confirm appointments and obtain up-to date information
  • Prepare documentation for initial meetings with prospective clients
  • Obtain quotations and illustrations in preparation for client meetings
  • Produce client suitability reports
  • Assist in the management of client relationships, including attendance at client meetings

Requirements to be considered as a Financial Planning Administrator

  • You must be an experienced Administrator working within a professional industry
  • You should have an understanding of the Financial Services Market (Protection, Investment & Pension products, the role of a Financial Adviser, Principals of Fund Management etc)
  • Ideally, you should be degree educated or be of similar calibre
  • You should be IT literate and experienced in using Microsoft Office

The Company

This award-winning mortgage brokerage based in Borehamwood is looking to recruit a Financial Planning Administrator. They have developed an excellent team who regularly receive 5-star reviews for their service.

Financial Planning Administrator Benefits

  • Salary range of between £20,000 - £30,000 per annum, dependent upon experience
  • Normal working hours of 9:30am – 5:30pm, Monday to Friday
  • Office based role with transport links nearby or car-parking within short distance
  • Excellent, friendly team spirit who are proud of their industry awards



Call us now on 0208 0044 154 or click Apply

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