Administrator

Administrator

Administrator

Osborne Appointments

Reed

Welwyn Garden City, Hertfordshire

2 hours ago

No application

About

Job Title: Financial Planning AdministratorSalary: £25,000 – 27,000 per annum basic dependent upon experienceBonus: Up to 10% pa based on company performanceLocation: Welwyn Garden City – Office based centre of townContract: PermanentHours: Monday – Friday (38 hrs per week) OA are recruiting for a Financial Planning Administrator to join our client’s team on a permanent basis. Administrator - Profile: A small but growing Financial Planning business based in the centre of Welwyn Garden City, supporting clients to an exceptional standard with a range of financial planning requirements, including planning for large life events, tax efficient investments, retirement planning – truly going through life with their clients. This business is proud to offer independent advice built on the long-term the client relationships they build and first-class client support and servicing. In this role, you will be the face of the business, being the first point of contact for queries, supporting and coordinating meetings and providing all-round administrative support. The successful candidate will need to have a keen eye for detail due to the regulated nature of the business and fantastic communication skills. Administrator - Benefits: 22 days holiday + bank holidaysCompany pension scheme – Matched 5% employer contributionFree onsite parkingAnnual salary reviewsUp to a 10% discretionary bonusFree access to company servicesClear progression path/development opportunities Administrator - Main Duties: Handling inbound queries and dealing with client service needsArranging and scheduling client meetings, incl