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Title: Administrator
Category: Other
Job type: Permanent
Job status: Full Time
Salary: £20,000.00 - £25,000.00
Salary per: annum
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We have a superb position for an Administrator to work for an exceptional firm of Financial Advisers in Borehamwood.

Please note: to be considered for this position, please provide a covering letter with your application.

Do you have a passion for helping people?

Are you able to organise your workload and work at a fast pace?

Do you want to have fun in the office whilst working hard?

If yes, please read on ...

The Company

Our client is a growing firm of Financial Advisers who have just been named as Top Rated Advisers for 2019 by VouchedFor and have been shortlisted as the Best Mortgage Advisers 2019 by Money Marketing. They are experts in providing services ranging from mortgage advice, managing investments, arranging critical illness cover and helping people plan for retirement.

About the role

We are looking for an Administrator to help our client's Advisers and their clients with mortgage and protection needs. You will be provided with all the support you need to enable you to perform your duties to the highest standards.

About your responsibilities as an Administrator


- Welcoming clients into the office

- Calling clients to arrange /confirm meetings and diarising

- Speaking with clients to go through medical questionnaires for protection applications

- Communicating with insurers and GPs

- Keeping clients up to date on progress

- Communicating with lenders, estate agents and solicitors


- Ensuring office is fully stocked

- Submitting protection applications

- Posting documents to client

- Completing mortgage applications

- Sending emails to clients

- Preparing Adviser pack for Meeting


- Submitting fact find, suitability report etc. for compliance on the systems

- Recording details on the CRM

- Adding client details to the databases

- Scanning documents and save on our system

About you

The ideal candidate for the position of Administrator will have / be:

- University Degree and/or Professional qualification

- Minimum GCSE grade B in Maths and English

- Able to work under pressure and to deadlines

- Confident in dealing with differing personalities both internally and externally

- Enthusiastic and willing to learn

- Looking for a long-term career


For the role of Administrator there is a salary on offer of £20,000 to £25,000 per annum, dependent on experience.

How to Apply

Please submit a covering letter with your CV to be considered for this position.

eRecruitSmart is a Recruitment Agent and not a direct employer. Your CV will be sent to the Hiring Manager at the company who is responsible for the vacancy that you have applied to. Please only apply if you consent to these terms.

You must have eligibility to work in the UK. Please note, only suitable applicants will be contacted. If your address and contact details are not on your CV, you will not be considered.

We look forward to hearing from you!

Administrator, clerical, accountants, admin,
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