We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. They are currently looking for a Senior Administrator to join their team. This role will include Complex NB Administration, including DB, IHT, Pension Transfer.

Job Overview

To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily manage and process all aspects of post-sale administration to ensure cases are chased through pipeline as quickly as possible.

Responsibilities and Duties