Administrator Hertford

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Job Description

Administrator Hertford

Administrator Hertford

Administrator Hertford.  This is a fantastic opportunity to work as an Administrator for one of our top clients who are based near Hertford. If you are looking to launch a career in financial planning, then this is an exciting time to be joining our client. As Administrator you must have the desire to work in a team-orientated IFA firm and will play an integral part of shaping the way this top client cares for their clients.

The role of the Administrator

This is a dynamic role working alongside the Paraplanning Team and providing support to two Financial Planners. As an Administrator you will deal with all admin duties arising from client meetings including but not limited to;

  • Preparing all documents required for meetings including valuations
  • Answering the phone and dealing with queries as efficiently as possible
  • Sending off information requests and collecting financial information from providers
  • Processing new business applications
  • Meeting with the Financial Planners and Paraplanner on a weekly basis to ensure cases are completed in a timely fashion
  • Supporting the Paraplanner in completing research whilst being involved in all cases from start to finish

Skills / Requirements of the Administrator


  • Strong attention to detail
  • Excellent written and verbal communication skills
  • Ability to both work well within a team and independently
  • To be extremely organised
  • Ability to manage work in progress and pro-actively move cases along to completion
  • Ability to keep day-to-day tasks up to date on Enable (back office system)
  • The desire to continue learning, both on the job and via external exams
  • Ability to meet tight deadlines, working both timely and productively
  • Good knowledge of all Office products, such as Word, Excel and Outlook
  • To be well-presented and professional


  • Experience as an Administrator
  • Previous experience within the financial services industry

The package of the Administrator

  • Competitive salary + bonus scheme
  • Pension scheme
  • Death in service scheme
  • Income protection scheme
  • Exam support
  • Employee benefits via Perkbox

Apply today – 01279 260096