IFA Administrator

Exchange Street Claims & Financial Services

Posted 17 days ago, valid for 9 days

Borehamwood, Hertfordshire WD6 3NQ

£20,000 - £30,000 per annum

Full Time

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Sonic Summary

The company is seeking a third administrator to support three financial planners, allowing them to focus on client work.
The role involves processing new business, interacting with providers, and assisting planners in preparing for meetings.
An attractive starting salary of up to £35,000 is offered, depending on experience, with flexible working options after settling in.
Candidates should have at least one year of experience as an administrator in a financial planning firm and be eager to learn.
The company offers benefits such as flexitime, free on-site parking, PMI, pension, and company events, and has received high ratings for its quality of service.

When company's grow so do you. At this business that in the past has meant an administrator become planner. That has taken time, but it shows that it's the type of environment in which you can learn and progress. And with a new practice manager coming in as well you'll have a dedicated person to help get the best out of you. Not something you're currently experiencing. Here you'll be the firm's third administrator. You'll join the team that supports the firm's three financial planners, freeing up their time for client work. Your job will be what you'd expect. You'll process new business, deal with providers and help your planners prepare for client meetings. There's an attractive starting salary of up to £35,000 (depending on experience). And once settled in you'll have some flexibility about how many days you need to be in the office - the company are thinking 3 in the office with 2 from home.

Alongside that there's:
Flexitime
Free on-site parking
PMI
Pension
Company events

To top it all off they've been finalists for various rewards since they were set up. And they have a 4.9 rating on VouchedFor with dozens of amazing online reviews. It's a well run, high quality IFA practice with ongoing plans to grow and get better and better at what they do. HERE'S WHAT YOU'LL NEED: You'll have at least a year's experience as an administrator in a financial planning firm. You'll be keen to learn. And you'll be in the Borehamwood area. Looking to grow? Click apply. If you don't have a CV send us a way of contacting you, we can come to the CV later. Everyone will get a response.

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