Financial Planning Specialist

4 days ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

Our client, a leading financial planning firm, Recruitment Rebellion, is seeking an ambitious Financial Planning Administrator to join their team.

We estimate the salary for this role to be in the range of £25,000 - £35,000 per annum, depending on experience.

This is a fantastic opportunity for someone who wants to take their career to the next level and develop their skills in finance and administration.

The successful candidate will have at least three years' relevant experience and a genuine interest in money and investing. They will also possess excellent organisational skills, a good telephone manner, and the ability to communicate effectively with clients.

The duties of this varied role will include submitting and processing new business, communicating with clients, producing new quotes and obtaining valuations, and liaising with financial providers and other third parties.

We offer a comprehensive training programme to support your development and help you achieve your goals.



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