Financial Planning Administrator

Established and highly respected Stevenage based organisation are recruiting a proficient Administrator with knowledge of pension and investment products to assist Financial Planning Assistants and Financial Advisers.

Administrator – Benefits Offered

• £27,000 - £29,000 per annum
• 9am – 5pm Monday to Friday
• Hybrid working - 3 days from home
• 28 days holiday entitlement
• Onsite Parking
• Competitive Pension Scheme
• Private Medical

Administrator – Job Overview

• Scheduling appointments with clients for financial advisor reviews
• Preparing paperwork for reviews
• General admin support for team
• Entering data correctly onto systems

Administrator – Required Skills and Experience

• Experience in Anti Money Laundering is desirable
• Able to operate in a busy environment, delivering work to tight timescales
• Able to multi-task, managing several client cases at once
• Able to work well as part of a team, supporting colleagues where necessary
• Strong attention to detail, following workflows carefully and ensuring documentation is produced to a high standard
• Professional, with a good telephone manner

Thank you for your application.

Please note Lawrence Dean Recruitment is acting as an employment agency & business. Due to the high number of applications we receive, we are unable to respond to all applications individually. If you have not been contacted within 7 working days your application has been unsuccessful on this occasion, but we may contact you about other opportunities in the future.

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