💼 Full-Time Position

Financial Planning Assistant

🏢
Blakemore Recruitment
📍 Berkhamsted, England, United Kingdom
📍
Location
Berkhamsted, United Kingdom
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Posted
June 10, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

We are currently recruiting for a highly regarded Financial Planning practice who are based local to Berkhamsted. They are currently looking for a Senior Administrator to join their team. This role will include Complex NB Administration, including DB, IHT, Pension Transfer.

Job Overview


To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice. Primarily manage and process all aspects of post-sale administration to ensure cases are chased through pipeline as quickly as possible.


Responsibilities and Duties

  • Post-sale administration completed, adding clients’ information to intelligent office database, creating new, and updating Wealth Report

  • Prepare and gather information CETVs, Illustrations, LOAs and Policy information checklists for complex cases

  • New Business and Review Case administration, submission of applications to providers...