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Role Details
Role Type: Permanent, full-time (hybrid after completion of probation)
Location: Hertford, Hertfordshire (UK)
Hours/Days (per week): 5 Days, Monday to Friday
Salary Range: £30,000 to £40,000 per annum (depending on experience)
Notice & Probation Periods: 3 months
Company Culture & Summary
My client works in the financial planning space and is looking for a proactive and committed Senior Administrator to join their friendly office in Hertford, Hertfordshire. They aim to create a work environment where all staff enjoy going to work. Their clients are central to everything they do, and delivering a professional service is key to building long-lasting relationships.
Job Responsibilities
* Provide end-to-end administrative support to advisers and clients
* Process new business applications and manage ongoing client servicing tasks
* Prepare client review packs and manage meeting scheduling
* Ensure compliance with FCA regulations and maintain accurate records
* Liaise with providers, clients, and internal teams to ensure smooth operations
* Support onboarding, training, and supervision of junior admin staff
* Maintain and update systems and back-office software
* Monitor and follow up on business pipelines and outstanding actions
* Assist with reporting, MI, and data management
Qualifications & Experience
* Previous experience in financial services or advice is desirable but not necessary
* Full UK Right to Work (no sponsorships provided)
* Strong communication skills, both in person and over email
* Good knowledge and experience with Microsoft Office packages
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