Financial Services Administrator
3 days ago
As our business continues to grow, so do the opportunities for our team members. In the past, this has meant that our administrators have had the chance to develop into planners, demonstrating the type of environment where you can learn and progress. With a new practice manager on board, you'll have a dedicated person to help you reach your full potential.
You'll be part of a close-knit team that supports our three financial planners, freeing up their time to focus on client work. Your role will involve processing new business, liaising with providers, and assisting planners with client meetings. We're looking for someone who is organized, efficient, and able to work well under pressure.
What We Offer- A competitive starting salary of up to £35,000 (dependent on experience)
- Flexibility to work from home 2 days a week, with 3 days in the office
- Free on-site parking
- PMI and pension scheme
- Company events and social activities
We're a well-established and respected IFA practice with a 4.9 rating on VouchedFor and numerous positive online reviews. We're committed to providing a high-quality service and are always looking for ways to improve and grow. If you're looking for a challenging and rewarding role in a dynamic and supportive environment, we'd love to hear from you.
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Financial Services Administrator
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Financial Services Administrator
1 week ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking an experienced administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our support team, you will play a vital role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesProcess new business and manage client dataCommunicate with providers and...
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Financial Services Administrator
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Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeWelcome to Exchange Street Claims & Financial Services, a dynamic and growing IFA practice. We're seeking an experienced administrator to join our team, supporting our three financial planners and contributing to the firm's continued success. As our third administrator, you'll play a vital role in processing new business, liaising with providers, and...
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