Finance Administrator

Harrow, Middlesex, United Kingdom
Job Type
£30,000 + Pension + Private Medical


An experienced Finance Administrator is required to provide support for a team of financial planners providing all round advise to clients.


Some of your duties will include:


  • Providing extensive customer service and sales support for team of Financial Planners
  • Working on pension, investment, life insurance, mortgage and business protection cases
  • Processing complex client requirements for both new and existing accounts from start to finish
  • Researching products to suit client requirements using a variety of sources and preparing quotations
  • Processing client requirements from instigation stage through to successful completion
  • Ensuring that a first class level of service was provided to clients at all times


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