Our clients are seeking a Financial Administrator to join their growing team in Berkhamsted. They are looking for a highly organised individual with prior experience in an Independent Financial Practice. The ideal individual will be a great team player and will have the opportunity for hybrid working after the probation period.
Working Pattern:
Monday to Friday
Hyrid working option
The successful Financial Administrator will be offered:
Competitive basic salary of £30,000 - £35,000
Hybrid working
Progression opportunities for those seeking to become a Paraplanner
25 days holiday + bank holidays
The option to buy additional holiday days
Financial Administrator requirements:
Experience working within an IFA practice
Experience with or knowledge of financial procedures.
Outstanding customer service and interpersonal abilities.
Capability to work independently and collaboratively within a larger team.
Proficient communication skills, both written and spoken.
Keen attention to detail.
Well-organised.
Proficient in IT.
Key duties for the Financial Administrator will include but are not limited to:
Handling new business applications.
Aiding in the preparation of suitability reports.
Scheduling client reviews.
Providing support to Advisors.
Managing incoming calls and emails