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Financial Planning Administrator - St. Albans

Company

Blakemore Recruitment

Location

St Albans, United Kingdom

Type

Full-time

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.

This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.


Key Requirements and Skills:


They will be part of an administration team, supporting in all day-to-day tasks. This will include

  • General Administration duties

  • handling incoming mail, scanning, filing

  • arranging client meetings

  • preparing client files for meetings

  • processing new business

  • maintaining client files, database management

  • corresponding with clients

  • the updating of fact finds and AML checks

  • preparing valuations

  • obtaining quotat...
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