Financial Planning Administrator - Hertford

Artemis Recruitment Consultants; Hertford; On-site; GBP 60,000 - 80,000; Full time

Job summary

A recruitment agency is seeking an experienced Financial Planning Administrator for a role based in Hertford. This position requires supporting an IFA with administration, financial processing, and client liaison. Candidates should have a strong background in administration and financial services, ideally with 5-10 years of experience. This role involves using CRM platforms, maintaining compliant files, and building relationships with clients.

Qualifications

• 5-10 years of Financial Services experience is essential.
• Experience preferably obtained in a life and pensions environment.
• Qualifications desirable or a willingness to study.

Responsibilities

• Support the Business Support Team in various administrative tasks.
• Manage appointment making process for Premium Support Consultants.
• Ensure accurate client data in the back office system.

Skills

Administration and customer service experience

Telephone based experience

Financial Services experience

Education

Diploma qualified or working towards

Tools

Intelligent Office

Job description

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Client:

Location:

Hertford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

fd1c1c4e995a

Job Views:

22

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are looking for an experienced Financial Planning Administrator to join our clients team based in Hertford. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Intelligent Office).

Key Responsibilities:

- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, - managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- 5-10 years Financial Services experience.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study
- Diploma qualified or working towards

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }

Financial Planning Administrator - Hertford

We are looking for an experienced Financial Planning Administrator to join our clients team based in Hertford. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Intelligent Office).

Key Responsibilities:

- Work as part of the Business Support Team to support client's Propositions.
- Carry out the appointment making process for all Premium Support Consultants and any additional requests when required, - managing this in a timely manner.
- Update the back office system, to ensure accurate client data and information throughout the process.
- Maintain fully compliant files making sure all documents are held on the client's Document Management/workflow and diary system in a timely manner to allow instant access to all staff.
- Produce client valuations in readiness for annual reviews and in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid service
- Process servicing tasks in line with the Client Service Agreement, raising invoices for additional requests which are not part of the paid services.
- Processing work effectively and accurately to ensure Client Services are managed in a timely manner as well as focus on achieving targets.
- Build relationships with clients, consultants and third parties (professional connections/product providers etc) as part of your regular telephone and occasional face to face contact.
- To participate in project related work, working as one team to meet company goals and targets.
- To provide support to your colleagues where workloads need to be spread across the team to reach team goals.

Experience and Qualifications:

- Administration and customer service experience is essential.
- Telephone based experience would be beneficial.
- 5-10 years Financial Services experience.
- Financial Services experience is essential preferably obtained in a life and pensions environment.
- Qualifications desirable or a willingness to study
- Diploma qualified or working towards

If you would be interested in applying for this opportunity then please submit a copy of your CV to [emailprotected]

Apply for this job

Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy. function submit_form(){ $('#preloader').show(); $('#contact_form').submit(); }