Financial Planning Administrator

4 days ago


Borehamwood, United Kingdom Recruit UK Full time

**Job Title: Financial Planning Administrator**

**Industry: Financial Services**

**Location: Borehamwood**

**Salary: Up to £40,000**

**Reference Number: 7106**

**Job Description: Financial Planning Administrator**

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator position in Borehamwood to join a leading Independent Financial Advice firm. They offer their clients a quality advice service. They are particularly focused on providingprofessional and impartial advice.

My client is a leading Financial Advice firm. Offices across the UK, strong presence in the North East. They are actively seeking aFinancial Planning Administrator to work at their offices in Borehamwood to be part of an established Administration team,supporting their Financial Advisers to provide their clients with an excellent service.

**As a Financial Planning Administrator you will**:

- Processing new business
- Illustrations and projections
- Valuations
- Update and maintain back-office systems
- Support Paraplanners/ Advisors
- Prepare for client meetings
- Liaise with clients and providers

**What’s in it for you: Financial Planning Administrator**
- Financial Planning Administrator position
- Basic Salary up to £40,000 - Negotiable dependent on experience
- Possible £2,000 performance bonus
- Flexible working
- Excellent benefits: Annual Bonus, generous employer Pension contributions, DIS, Income Protection, Buy additional holidays
- Working with Independent Financial Advisers
- High Net Worth clients
- Excellent Opportunity to join a friendly team
- Trainee Financial Adviser program

**Skills and experience required: Financial Planning Administrator**
- Administration experience within the Financial Services industry

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, RecruitUK are pleased to be working with a leading Financial Advice firm based in Borehamwood on a Financial Planning Administrator role.

**Our commitment to you**
- _Start every journey with a conversation to find out about you in depth._
- _Provide honest feedback on where you fit in the jobs market._
- _Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you._
- _Take a holistic mindfulness approach - career happiness is rarely just about the money._
- _Cover the whole of the UK with a local touch through our regional teams._
- _Never pester you._

**Additional information**:



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