Financial Services Administrator
1 week ago
Are you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for financial planning and a desire to work in a dynamic and supportive team? If so, we have an exciting opportunity for you to join our team at Exchange Street Claims & Financial Services as a Financial Services Administrator.
About the RoleAs a Financial Services Administrator, you will play a vital role in supporting our team of financial planners, ensuring the smooth operation of our practice and providing exceptional service to our clients. Your responsibilities will include:
- Processing new business and dealing with providers
- Assisting financial planners with client meetings and preparation
- Providing administrative support to the team
We offer a competitive starting salary of up to £35,000 (dependent on experience) and a range of benefits, including flexitime, free on-site parking, PMI, and pension. You will also have the opportunity to work from home 2 days a week, allowing for a better work-life balance.
About UsExchange Street Claims & Financial Services is a well-established and respected IFA practice with a strong reputation for delivering high-quality services to our clients. We have been finalists for various awards and have a 4.9 rating on VouchedFor, with dozens of positive online reviews. We are committed to ongoing growth and development, and we are looking for a talented and motivated individual to join our team.
What We're Looking ForWe are seeking a highly organized and motivated administrator with at least a year's experience in a financial planning firm. You will be keen to learn and take on new challenges, and you will be based in the Borehamwood area. If you are looking for a new opportunity to grow and develop your career, we would love to hear from you.
-
Financial Services Administrator
4 weeks 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...
-
Financial Services Administrator
4 weeks 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...
-
Financial Services Administrator
4 weeks ago
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...
-
Financial Services Administrator
4 weeks ago
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...
-
Financial Services Administrator
3 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment? We're seeking a talented individual to join our team as an IFA Administrator, where you'll play a vital role in...
-
Financial Services Administrator
3 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment? We're seeking a talented individual to join our team as an IFA Administrator, where you'll play a vital role in...
-
Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Administrator
4 days ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Administrator
4 days ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeUnlock Your Potential in a Thriving IFA PracticeAre you a motivated and organized administrator looking to take your career to the next level? Do you have a passion for delivering exceptional support in a fast-paced financial services environment?We're seeking a talented administrator to join our dynamic team at Exchange Street Claims & Financial Services....
-
Financial Services Administrator
3 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeGrow with Our BusinessAs 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...
-
Financial Services Administrator
3 weeks ago
Borehamwood, Hertfordshire, United Kingdom Exchange Street Claims & Financial Services Full timeGrow with Our BusinessAs 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...
-
Financial Planning Administrator
4 weeks 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 deal with providers to support our financial plannersAssist...
-
Financial Planning Administrator
4 weeks 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 deal with providers to support our financial plannersAssist...
-
Financial Services Administrator
4 weeks ago
Borehamwood, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA administrator to join our team at Finlink Ltd. As an IFA administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to our clients.Key ResponsibilitiesProcess new business and ensure all documentation is compliantCommunicate with clients and providers to resolve...
-
Financial Services Administrator
4 weeks ago
Borehamwood, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA administrator to join our team at Finlink Ltd. As an IFA administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to our clients.Key ResponsibilitiesProcess new business and ensure all documentation is compliantCommunicate with clients and providers to resolve...
-
Financial Services Administrator
4 weeks ago
Borehamwood, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA administrator to join our team at Finlink Ltd. As an IFA administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to our clients.Key ResponsibilitiesProcess new business and ensure all documentation is compliantCommunicate with clients and providers to resolve...
-
Financial Services Administrator
4 weeks ago
Borehamwood, Hertfordshire, United Kingdom Finlink Ltd Full timeAbout the RoleWe are seeking an experienced IFA administrator to join our team at Finlink Ltd. As an IFA administrator, you will play a crucial role in providing an efficient, high-quality, and compliant service to our clients.Key ResponsibilitiesProcess new business and ensure all documentation is compliantCommunicate with clients and providers to resolve...
