Financial Administrator - Full-Time - Career Progression - Hitchin, Hybrid, £25,000 - £35,000

ZipRecruiter; Hitchin; On-site; GBP 25,000 - 35,000; Full time

Job summary

A well-established independent financial advice business in Hitchin is seeking a Financial Administrator to support its growing client base. This role is designed for candidates early in their career, offering extensive training and opportunities for career development. The successful candidate will be pivotal in ensuring smooth client interactions and administrative processes within a supportive team.

Benefits

Excellent benefits package

Career development opportunities

Possibility of hybrid working after probation

Qualifications

• Some knowledge of the Private Client Wealth Management Sector.
• Experience in an FCA regulated environment or at least 6 months of office administration experience.

Responsibilities

• Assisting the IFAs and Mortgage Advisers in preparing files and records for clients.
• Preparing reports and letters for Advisors and Paraplanners.
• Onboarding new client information onto their system.
• Attending client meetings.

Skills

Organisation skills

Microsoft Office

Work ethic

Job description

Job Description

£25,000 - £35,000 study support plus excellent benefits/ hybrid working

My client is a well-established independent financial advice business with a reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire. The business aims to expand and grow organically and is looking for a Financial Administrator to support the client side of the business.

The role:

• Assisting the IFAs and Mortgage Advisers in preparing files and records for clients.
• Preparing reports and letters for Advisors and Paraplanners.
• Onboarding new client information onto their system.
• Liaising with third parties to obtain information on clients’ current policies.
• Attending client meetings.
• Acting as the first point of contact for all client communication.
• Good knowledge of Microsoft Office is advantageous.
• Excellent organisation skills and a good work ethic are essential.

My client is open regarding career development. The Financial Administrator role is suitable for candidates at the beginning of their career, with some knowledge of the Private Client Wealth Management Sector, experience in an FCA regulated environment, or at least 6 months of office administration experience, seeking a structured career opportunity. The firm is growing through recommendations and referrals, offering scope for a rewarding career. The role offers an excellent benefits package. Salary ranges from £25,000 to £35,000 depending on experience. Initially, the role is office-based, with the possibility of hybrid working after passing probation.

If this Financial Administrator role interests you or if you're exploring other opportunities, please contact Sam Negbenebor at Financial Divisions for more details.