St Albans | Financial Planning | Wealth Management
Burgh Recruitment is recruiting a Technical Administrator for a well-regarded financial planning firm in St Albans.
This role offers exposure to more technical aspects of financial planning and is ideal for someone looking to develop their career.
Responsibilities:
Preparing valuations, illustrations and technical documentation
Processing new business and policy servicing
Supporting advisers and paraplanners
Maintaining accurate client and compliance records
Requirements:
Experience in a financial services ideally in a SJP Partner Practice
Strong attention to detail
Good systems and organisational skills
Studying towards financial qualifications (desirable)
Benefits:
Career development opportunity
Supportive team environment
Up to £40,000 (DoE)
TPBN1_UKTJ