Client Administrator – Wealth Planning in Borehamwood

Client Administrator – Wealth Planning in Borehamwood

Borehamwood Full-Time No working from home possible
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Finlink Ltd in Borehamwood is seeking an experienced Financial Services Administrator or Client Administrator to support Financial Planners, Personal Assistants and Paraplanners in delivering the advice process.

This is a hands-on role requiring ownership of new business processing, updating client records, handling letters of authority and maintaining smooth provider communications to ensure excellent client service.

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Client Administrator – Wealth Planning in Borehamwood employer: Finlink Ltd

Join a dynamic and expanding team as a Trainee Mortgage Adviser, where your ambition and sales experience can lead to a rewarding career in financial services. With a structured training programme, supportive colleagues, and clear pathways for progression, you will quickly transition from trainee to fully qualified Mortgage Adviser, all while enjoying competitive earnings and a vibrant work culture. Located in a thriving market, this role offers not just a job, but a meaningful career with ample growth opportunities.

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Contact Details:

Finlink Ltd Recruitment Team