Hybrid working, supportive culture and career development
My client is a highly regarded wealth planning firm based in Hitchin, offering comprehensive financial advice to a diverse portfolio of clients, including HNW retirees, accumulators, local families, and SME owners across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. They currently manage over 500 client relationships, with assets typically ranging from £100k to £1m+.
Due to continued growth, the firm is looking to appoint a Financial Administrator to support their team of advisers and paraplanners. This is a key role within the business, ensuring the smooth running of day-to-day operations and client servicing tasks.
Key Responsibilities:
* Provide full administrative support to Financial Advisers and Paraplanners
* Maintain accurate client records using internal systems (e.g. Intelligent Office)
* Prepare and process new business applications and client documentation
* Liaise with product providers to obtain valuations, policy information, and updates
* Assist with annual reviews and ongoing client communications
* Support the onboarding of new clients and ensure regulatory compliance
Requirements:
1. Previous experience in a financial planning or wealth management environment
2. Strong organisational and communicatio...