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Financial Adviser jobs in Hitchin

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    • Previous experience in a financial services environment or administrative role supporting financial advisers/accountants/solicitors would be an added advantage.
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Job Post Details

Part-Time Financial Planning Administrator / Trainee Paraplanner. - job post

APN Financial Planning Ltd
Hertfordshire•Remote
From £150 a day - Part-time

Job details

Pay

  • From £150 a day

Job type

  • Part-time

Full job description

Overview

We are a financial planning business looking for an exceptional part-time administrator to become an important part of our client service team.

Previous experience in financial planning, wealth management, an IFA practice or using financial-planning/CRM software would be a definite advantage, but it isn't essential for the right person.

We are open to discussing the working pattern with the right candidate.

Your role will initially be focused on administration and client support, including:

  • Helping onboard new clients
  • Entering and maintaining accurate client information
  • Keeping client records and documentation up to date
  • Preparing paperwork and information for client meetings
  • Communicating with clients by telephone and email
  • Following up with clients for information and documentation
  • Supporting the financial planner with day-to-day administration
  • Using our financial planning and back-office software
  • Helping ensure client files are complete, accurate and properly maintained

Experience

  • Previous experience in a financial services environment or administrative role supporting financial advisers/accountants/solicitors would be an added advantage.
  • Strong analysis skills with the ability to interpret complex financial data effectively
  • Proficiency in report writing, with attention to detail and accuracy in documentation
  • Excellent communication skills for liaising with clients, team members, and external partners
  • Skilled in using Microsoft Office suite including Word, Excel, Outlook; familiarity with IT systems used in financial planning is a plus
  • Experience in customer service or client-facing roles that require professionalism and active listening

Pay: From £150.00 per day

Work Location: Remote

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