Financial Planning Administrator

4 days ago


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

About the Job:
We are seeking a highly motivated individual to join our team as a Financial Planning Administrator. The successful candidate will be responsible for supporting our financial planners in delivering high-quality services to our clients.

Key Responsibilities:
* Follow up client emails after meetings and calls
* Liaise with financial providers, investment companies, and third parties
* Develop an interest in money and investing, helping clients achieve their financial goals
* Possess excellent telephone manner, email writing skills, and client comfort

Required Skills:
* Financial Planning
* Strong communication and interpersonal skills

About Us:
We are Recruitment Rebellion, a leading recruitment agency specializing in financial services. We pride ourselves on providing exceptional service to our clients and candidates.

Salary: £30,000 - £40,000 per annum depending on experience.

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