Financial Administrator

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.