Financial Planning Administrator — Complex Case Support - Hemel Hempstead - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Hemel Hempstead

    11 hours ago

    Description


    A reputable financial planning practice in Dacorum is seeking a Senior Administrator to manage post-sale administration and support financial advisers.

    The ideal candidate has a minimum of 2 years' experience in a Financial Planning environment, proficiency with Intelligent Office, and excellent communication skills.

    Responsibilities include client liaison, preparing case information, and ensuring regulatory compliance.

    This role offers the opportunity to mentor colleagues and work both independently and as part of a team, contributing significantly to the financial planning process.

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