Plus excellent benefits/ hybrid working
My 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 based in Hitchin then this will be the right career move for you.
The role - Administrator within Wealth Management
Assisting 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 system
Liaising with third parties to gain information on client’s current policies
Attending client meetings.
Acting as the first point of contact for all client communication
Good knowledge of Microsoft Office, would be very advantageous
Excellent organisation skills and good work ethic.
My client is very open with regards to what they can offer a candidate career-wise. The Administrator role would be suitable for a candidate at the beginning stages of their career, who has ei...