JOB TITLE: Senior Administrator
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
BENEFITS/BONUSES/HOLIDAYS: 28 days holiday + 10% Bonus target
COMPANY CULTURE & SUMMARY:
My client work in the Financial planning space, and they're looking for a proactive and committed Senior Administrator to join their lovely office space in Hertford, Hertfordshire. They want to create a work environment where all staff enjoy going to work. Their clients are at the centre of everything that happens within the business, therefore, delivering a professional service is key for this firm to continue building long-lasting relationships with their clients.
JOB ROLES/RESPONSIBILITIES (include but not limited to):
- 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
ANY SPECIFIC TRAINING/QUALIFICATIONS/EXPERIENCE REQUIRED:
* Previous work in financial services/ financial advice is desirable, but not necessary.
* Full UK Right to Work (no sponsorships provided)
* Strong communication skills, in person, over the phone and via email.
* Good knowledge and experience on Microsoft packages.
INTERVIEW/START DATES: ASAP