Hybrid Financial Planning Admin Back-Office Support

Posted 14 hours 30 minutes ago by Jenson Fisher

Permanent
Full Time
Other
Hertfordshire, Tring, United Kingdom, HP234
Job Description

Jenson Fisher is seeking a Financial Planning Administrator to join their team in a hybrid role based in Tring. The position offers £32,000 - £40,000 per year and involves supporting day-to-day operations within the IFA back office and working alongside senior admins, paraplanners and the office manager.

The role focuses on processing new business, suitability letters, data verification, client records, and MI reporting, with opportunities to grow industry knowledge and experience.