Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients. Role Responsibilities: Ownership of the new business application process Process new business within target/service level agreements Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken Assist Financial Planners in actively chasing and providing updates on pipeline business when requested Work collaboratively with colleagues