Job Description:
Financial Planning Administrator
Location:
Hertfordshire Our client is looking for a new Financial Planning Administrator. Ideally, candidates should have three years of experience working in finance or in a financial planning firm. We will provide all the training you need to take your career to the next level. We want the best and are willing to pay for it! Can you bring your positive attitude and willingness to learn to our workplace? This is a great opportunity; we will train and develop you, and you will be rewarded for your commitment. This could be your ideal job for the next 10 years, and you could be doing something very different in the future from what you are doing now! The Role
This is an extremely varied role, and you can make this role your own. Whether you wish to stay in administration or move into paraplanning in the future, we can help you. The duties are varied and will center around: Submitting and processing new business. Communicating with our clients to develop the relationship. Producing new quotes and obtaining valuations. Following up emails to clients after adviser meetings and phone calls. Liaising with the financial providers, investment companies, and other third parties that we use. Essential Skills
At least three years of relevant experience. A genuine interest in money and investing and helping our clients achieve their financial goals. Amazing organizational skills. An excellent telephone manner, great email writing skills, and comfort in dealing with our clients. A good level of Maths skills. Lots of ideas and strive for efficiency. Our client is an established financial planning firm able to offer the best career opportunities for those wishing to learn and develop their careers. If you think you have the skills we are looking for, please apply now! Required Skills:
Financial Planning Planning
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Hertfordshire Our client is looking for a new Financial Planning Administrator. Ideally, candidates should have three years of experience working in finance or in a financial planning firm. We will provide all the training you need to take your career to the next level. We want the best and are willing to pay for it! Can you bring your positive attitude and willingness to learn to our workplace? This is a great opportunity; we will train and develop you, and you will be rewarded for your commitment. This could be your ideal job for the next 10 years, and you could be doing something very different in the future from what you are doing now! The Role
This is an extremely varied role, and you can make this role your own. Whether you wish to stay in administration or move into paraplanning in the future, we can help you. The duties are varied and will center around: Submitting and processing new business. Communicating with our clients to develop the relationship. Producing new quotes and obtaining valuations. Following up emails to clients after adviser meetings and phone calls. Liaising with the financial providers, investment companies, and other third parties that we use. Essential Skills
At least three years of relevant experience. A genuine interest in money and investing and helping our clients achieve their financial goals. Amazing organizational skills. An excellent telephone manner, great email writing skills, and comfort in dealing with our clients. A good level of Maths skills. Lots of ideas and strive for efficiency. Our client is an established financial planning firm able to offer the best career opportunities for those wishing to learn and develop their careers. If you think you have the skills we are looking for, please apply now! Required Skills:
Financial Planning Planning
#J-18808-Ljbffr
