Career Advancement Opportunity in Financial Planning

2 weeks ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time
Financial Planning Administrator

Hertfordshire-based Recruitment Rebellion is seeking a highly motivated and skilled Financial Planning Administrator to join their team.

We are looking for an individual with at least three years of experience in finance or financial planning, who is eager to take their career to the next level. In return, we offer comprehensive training and development opportunities.

A key aspect of this role is building strong relationships with clients, which requires excellent communication skills and a positive attitude. As a Financial Planning Administrator, you will have the opportunity to work on a variety of tasks, including submitting and processing new business, producing quotes, and liaising with third-party providers.

The ideal candidate will have a genuine interest in money and investing, as well as exceptional organisational skills, Maths skills, and the ability to write effective emails and communicate over the phone. If you are a self-motivated individual with a passion for efficiency and a willingness to learn, we encourage you to apply.

Job Responsibilities:
  • Submit and process new business
  • Develop client relationships through effective communication
  • Produce quotes and obtain valuations
  • Follow up with clients after meetings and phone calls
  • Liaise with financial providers, investment companies, and other third parties
Requirements:
  • At least three years of relevant experience
  • Genuine interest in money and investing
  • Excellent organisational skills
  • Exceptional telephone manner and email writing skills
  • Good level of Maths skills
  • Ability to think creatively and strive for efficiency

The estimated salary for this position is £30,000 - £40,000 per annum, depending on experience. We offer a competitive benefits package and opportunities for career growth and development. If you are a motivated and talented individual looking to take your career to the next level, please submit your application.



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