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Intermediate Planner (Main Contractor) | Permanent | Hitchin, Hertfordshire
Pinnacle Recruitment Ltd
Financial Planning Administrator
Job summary
A leading financial services firm is seeking an enthusiastic Administrator to join their team based in Preston. This role offers a supportive environment and opportunities for career progression. The successful candidate will assist with various administrative tasks, engage with clients, and gain valuable experience in financial planning.
Benefits
Qualifications
- Previous experience within financial services required.
- Able to take ownership of own work and meet deadlines.
Responsibilities
- Assist administrators/paraplanners during busy periods.
- Deal with providers and clients and administration tasks.
- Produce quotations and submit new business applications.
Skills
Agility Resourcing are searching for an enthusiastic Administrator to work in a financial services environment. You will be able to work within a team and have previous experience working in a financial setting. The company itself is based in Preston and has a reputable name within their industry. This is a fantastic opportunity for someone looking to get into Financial Planning but not sure where to start or has no experience.
Your responsibilities:
- Assisting administrators/paraplanners during busy periods and working in a team environment
- Dealing with providers and clients
- File preparation and existing business administration
- Produce quotations and submit new business applications
- Scanning, filing, opening, and franking post
- Chase outstanding pipeline cases
Person specification:
- Previous experience within financial services
- Team player
- Able to work to deadlines
- Able to take ownership for own work
In return you will receive:
- A supportive work environment
- Opportunity for progression
- Pension
- Cycle to work scheme
Apply now or call Taylor on 01772 278078 for more information.
Good luck with your job search
Regional accountancy, finance and HR recruiters
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.
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