Financial Planning Administrator

Posted 2 October by MB Fitzgerald
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An exciting opportunity has become available for an experienced Financial Planning Administrator looking to develop in an expanding local business within a group of financial adviser companies. The firms are building on their current success and are looking to recruit an experienced office administrator to assist with the day to day running of the businesses, increased workloads, mentor & guide others within the team and support the Administration and Operations Manager.

You would be working with an experienced, helpful, fully supportive team, with the companies set up to enable you to develop your career.

The role would be perfect for someone with at least 3 years administration experience who has a high level of attention to detail and accuracy, ideally with some report writing experience. The candidate must have had prior extensive administrative experience for many years and looking to apply it with good working knowledge of both excel and word. Ideally the candidate will be a self-starter and be able to use their initiative to not only start within the role quickly but support others within the business.

Salary is circa £25,000 - £30,000.

The firms are based in Berkhamsted, Hertfordshire.


You will be reliable, hardworking, enthusiastic, quick to learn and can use your initiative.

Reference: 35340105

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