Client Services Administrator

Client Services Administrator required. Successful financial planning practice based in lovely offices near Hitchin. Full-time preferred, part-time considered. Any background considered - it's your organisational skills and people skills that we are after.We will train you in the rest

Are you the super organised, upbeat team player we are looking for to become an important part of the Tandem family?

Do you love people? Can you be the friendly point of contact for our clients and help ensure that they are happy and cared for?

Do you already have some experience and are seeking to boost your career? Or are you looking to return to work and fancy a career change? We need your skills, and you can make this role your own.

We are an established, successful business that is financially secure with a strong brand. Our newly renovated grade II listed barn is perfectly set up to offer our clients a premier financial experience and our staff a lovely place to work. We have veryhigh standards, exceptional, friendly staff and a solid client bank but we want to push ourselves even further. As a Financial Planning practice, we don't stand still for long. We always want to improve and develop and now is the time for us to hire our nextkey member of staff.

If you want to really feel part of a team, be highly valued and learn new skills, this is the place to come to. We will give you the responsibilities you are looking for and you can grow and take on more challenging duties as you learn and develop with us.

This role has the opportunity to have a significant input into the business. You will be one of our key administrators providing essential support to all staff and clients. You will be able to take on new tasks and responsibilities that interest you thatare not even in the job spec yet

Duties will centre around the key areas of:

- Managing and developing our client relationships, being an active point of contact and giving all clients a great personal service.
- Supporting the advisers with the financial advice process.
- Liaising with the financial providers, investment providers and other third parties that we use.
- Using specialist software including Transact and Intelliflo.
- Acting as Events Manager and Social Secretary.

**Benefits** For applicants that wish to study further, we offer full study support for higher level administrative and organisational exams. Excellent pension and other benefits.

**Additional Information** We have a fantastic working environment with ample free parking. You will need to be able to drive and ideally live within 45 minutes from our offices.

**Essential Skills**:

- Personable, confident, ambitious with a good attitude and keen to progress.
- Be a team player and keen to join a small dynamic team.
- Be an 'ideas' person who strives for efficiency and wants to have an impact on our business.
- Strong in Maths, English and IT skills.

Keywords: administrator, client relationship support, trainee adviser, trainee paraplanner, HNW, pensions, investment, tax planning, estate planning, insurance, Intelligent Office, Transact, Fidelity, Nucleus.

**About Company** We are an established financial planning firm based in a lovely, renovated barn in the centre of Hertfordshire. Our Managing Director, Paul Cleworth, has worked in the industry for over 20 years and he has built Tandem Financial on the foundations of strongfamily values, total integrity, best service, and developing client relationships.

People are the backbone of Tandem Financial and Paul ensures that they are treated well, looked after properly, given an excellent environment to work in and are allowed to be the best they can be. The promises we make to our clients that underpin our businessare:

- Our best and clearest advice.
- Uncompromising professionalism.
- Unparalleled service excellence.
- Coherent communication.
- The highest integrity and honesty.
- Absolute client confidentiality.
- Complete transparency and openness.
- The highest possible level of compliance.
- Total fairness in all our dealings.