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Financial Services Administrator

2 weeks ago


Harpenden, United Kingdom Lyndhurst Financial Management Ltd Full time

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.

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: 9.00am to 5.30pm Monday to Friday.

22 days holiday per year increasing to 25 with 3 years service.

3 month probationary period

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.
Working hours are 9:00am - 5:30pm Monday to Friday.reposre

**Salary**: £20,000.00-£25,000.00 per year

Additional pay:

- Performance bonus

**Benefits**:

- Company pension
- Life insurance
- Wellness programmes

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Harpenden, AL5 2RT: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial Administration: 1 year (preferred)

Reference ID: LYND-ADMIN