Back to search
Hybrid working, supportive culture and career development
My client is a highly regarded wealth planning firm based in Hitchin, offering comprehensive financial advice to a diverse portfolio of clients, including HNW retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. They currently manage over 500 client relationships, with assets typically ranging from £100k to £1m+.
Due to continued growth, the firm is looking to appoint a Financial Administrator to support their team of advisers and paraplanners. This is a key role within the business, ensuring the smooth running of day-to-day operations and client servicing tasks.
Key Responsibilities:
- Provide full administrative support to Financial Advisers and Paraplanners
- Maintain accurate client records using internal systems (e.g. Intelligent Office)
- Prepare and process new business applications and client documentation
- Liaise with product providers to obtain valuations, policy information, and updates
- Assist with annual reviews and ongoing client communications
- Support the onboarding of new clients and ensure regulatory compliance
Requirements:
- Previous experience in a financial planning or wealth management environment
- Strong organisational and communication skills
- Attention to detail and ability to manage multiple tasks
- Knowledge of financial products such as pensions, investments, and ISAs is advantageous
- Familiarity with back-office systems (such as IO) preferred
What’s On Offer:
- Competitive salary: £27,000 - £35,000 depending on experience
- Hybrid working: 1-2 days per week in Hitchin offices
- Full training and support from a professional, friendly team
- Opportunities to develop your career within a growing business
If you’re looking for a stable and rewarding administrative role in financial services with long-term career potential, please get in touch with Samantha at Financial Divisions.
