£25,000 - £35,000 study support plus excellent benefits/ hybrid workingMy client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Hertfordshire.. The business has very ambitious plans to expand and grow organically and they are looking for a Financial Administrator to assist with the client side of the business. So, if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.The role - Financial AdministratorAssisting the IFAs and Mortgage Advisers in the preparation of files and records for clients.Preparation of reports and letters for Advisors and Paraplanner.Onboarding new client’s information onto their systemLiaising with third parties to gain information on client’s current policiesAttending client meetings.Acting as the first point of contact for all client communicationGood knowledge of Microsoft Office, would be very advantageousExcellent organisation skills and good work ethic.My client is very open with regards to what they can offer a candidate career-wise. The Financial Administrator role would be suitable for a candidate at the beginning stages of their career, who has either some basic knowledge of the Private Client Wealth Management Sector, or who has worked within an FCA regulated environment, or even 6 months plus office administration experience and is looking for a more structured career opportunity. The firm is growing following numerous recommendations and referrals so the there is a plenty of scope for a rewarding career. The role is on offer with an excellent benefits package . The Directors are looking to offer between £25,000- £35,000 depending on your experience levels. They would like someone to be office based to begin with, with the option of hybrid working after passing probationIf this Financial Administrator role sounds of interest or any other roles, I am working on please get in touch. For more details, please contact Sam Negbenebor at Financial Divisions.
Financial Administrator - Full-Time - Career Progression - Hitchin, Hybrid, £25,000 - £35,000
Financial Divisions
Posted 6 hours ago, valid for 16 days
Hitchin, Hertfordshire SG4 7RB
Full Time
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Sonic Summary
- The role of Financial Administrator offers a salary between £25,000 and £35,000, along with excellent benefits and hybrid working options after probation.
- The position is with a reputable independent financial advice business in Hertfordshire, focusing on areas such as Pensions, Investments, and Retirement Planning.
- Candidates should have at least 6 months of office administration experience or basic knowledge of the Private Client Wealth Management sector.
- Responsibilities include assisting IFAs and Mortgage Advisers, preparing client files, and liaising with third parties for client information.
- This opportunity is ideal for those seeking to start their career in a growing firm with ambitious expansion plans.