Hitchin Nub News Job of the Week: Financial administrator at highly-respected North Herts company - up to £25,000
This week's Hitchin Nub News Job of the Week is at the renowned Lyndhurst Financial Management.
The role is for a Financial Services Administrator where you will be working for a firm of independent financial advisers in their head office in Harpenden.
Lyndhurst is building a team that includes the best local talent to support its clients.
Their goal is to be recognised as the best IFA in Harpenden and to do so they are looking for staff who are committed and can see the opportunity to develop and grow within the business.
Find out more about the role below:
You will be working for a firm of independent financial advisers in our 64a High Street office in Harpenden. As a member of the administration team you will assist our IFAs and Mortgage Advisers in the preparation of files and records for clients.
As well as documenting information in client files, you will be responsible for reporting accurate management information to our Directors under the supervision of Adam Cook Operations Director.
You will be required to meet clients prior to consultant meetings, answer the telephone, prepare reports, letters and record all activities on our database. A good knowledge of Microsoft Office will be required as well as the ability to work with our database, scanning and online software.
Key responsibilities of the role include:
The ideal candidate will be a quick learner striving to master their role, enthusiastic, a team asset, helping others complete their work to the highest standards and focused on client outcomes.
Lyndhurst are building a team which includes the best local talent to support our clients. Our goal is to be recognised as the leading IFA in Harpenden and to do so we are looking for staff who are committed to our core values and can see the opportunity to develop and grow within the business to deliver good client outcomes.
We believe we can help you achieve a successful career in the IFA market providing the support, technology and structure to master your profession over the long term.
Working hours: 9am to 530pm Monday to Friday
22 days holiday per year increasing to 25 with three years service.
Three month probationary period
Further information:
Auto enrolment pension and 4* death in service life cover available.
There is a study package available should they wish to further their career as a paraplanner or IFA.
There are limited parking facilities currently available at the premises. ponsible for reporting accurate management information to our Directors and Head of Operations.
You will be required to meet clients prior to consultant meetings, answer the telephone, prepare reports, letters and record all activities on our database.
A good knowledge of Microsoft Office will be required as well as the ability to work with our database, scanning and online software.
ponsible for reporting accurate management information to our Directors and Head of Operations.
You will be required to meet clients prior to consultant meetings, answer the telephone, prepare reports, letters and record all activities on our database.
A good knowledge of Microsoft Office will be required as well as the ability to work with our database, scanning and online software.
ponsible for reporting accurate management information to our Directors and Head of Operations.
You will be required to meet clients prior to consultant meetings, answer the telephone, prepare reports, letters and record all activities on our database.
A good knowledge of Microsoft Office will be required as well as the ability to work with our database, scanning and online software.
If you are interested please email your CV and covering letter to Adam Cook at [email protected]
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