A well-established and growing Independent Financial Advice firm in Hitchin is looking to recruit an experienced Financial Administrator to join its friendly and professional team.
This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working closely with experienced Financial Advisers and supporting the delivery of a high-quality service to clients.
The Role
You will provide day-to-day administrative support across the financial planning process, ensuring client requirements are handled efficiently, accurately and professionally.
Key responsibilities include:
- Processing new business applications across pensions, investments and protection
- Supporting Financial Advisers with ongoing client administration
- Preparing client documentation, review packs and meeting paperwork
- Liaising with clients, providers and third parties
- Obtaining policy information and chasing outstanding requirements
- Maintaining accurate client records and internal systems
- Monitoring business pipelines and ensuring tasks are progressed within deadlines
- Supporting the wider team with general financial planning administration
- Working within FCA and internal compliance requirements
About You
The ideal candidate will have previous experience within IFA, Wealth Management or Financial Planning administration.
You will be:
- Highly organised with excellent attention to detail
- Confident communicating with clients and providers
- Able to manage a busy workload and prioritise effectively
- Professional, personable and client-focused
- Comfortable working independently and as part of a team
- Keen to develop your knowledge and career within financial planning
The Opportunity
This is a great opportunity to join an established IFA where you will have the chance to develop your technical knowledge and take on greater responsibility over time.
There is potential for career progression into Paraplanning for the right individual, with support available for relevant professional qualifications.
Package
Salary: Up to £35,000 depending on experience
Location: Hitchin
Working pattern: Office-based
Sector: Independent Financial Advice / Financial Planning
Progression: Excellent long-term career development opportunities
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Financial Administrator-Location- Hitchin-Salary-Up to &35,000-Office-Based employer: Confidential
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