Financial Planning Administrator job in Shenley

The Specialists in Financial Services Recruitment

Job Details

Financial Planning Administrator Administrator
Reference ID: 646
  • Salary/OTESalary of £20,000 - £23,000
  • Vacancy LocationShenley, Hertfordshire
  • RemunerationEmployed
  • RegionSouth East
Job description

This Financial Planning Administrator job in Shenley is ideal for an individual seeking a rewarding career within the Financial Services industry

As a Financial Planning Administrator, you will be providing technical administration to support their Financial Advisors. Your responsibilities will include:

  • Actioning queries from clients and third parties
  • Obtaining information, quotes, illustrations and product details to undertake comparisons
  • Prepare client meetings packs with the necessary information
  • Process new business cases
  • Collate management information
  • Organising client meetings on behalf of the Financial Advisors

Financial Planning Administrator Requirements

  • You must be able to work within defined business processes
  • You should be able to achieve agreed outcomes without supervision
  • You should be confident using Microsoft Word, Excel and Outlook
  • Due to location of the office, you must have your own transport
  • Our client is happy to consider individuals with Financial Services experience and are returning to work

The Company

This well-respected firm is dedicated to providing financial solutions to their personal and corporate clients. They are a people-based business and pride themselves on their approach to personal development by maximising the potential of every individual in the team, therefore improving the overall service offered to clients.

Training and Development

Mentoring will be provided from an experienced team of individuals, with dedicated time spent on improving skills and knowledge. Should you wish to progress your career further within Financial Services, they would support you in achieving qualifications and progression.

Financial Planning Administrator Benefits

  • Salary of £20,000 - £23,000
  • Plus matched pension contributions between 4% - 7%, 4x life insurance and free car parking
  • Fully office based role
  • 37.5 hours per week, Monday to Friday, 9am – 5:30pm (however, would consider part-time hours)
  • As a people-based business, they pride themselves on the support provide to their team to exceed


Shenley, Hertfordshire

Call us now on 0208 0044 154 or click Apply

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