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New Business Administrator - Financial Planning Firm - Berkhamsted

Salary to 26,000 plus bonus and some benefits

Our client is a small wholly fee based wealth management firm, with offices in London and Hertfordshire. They have embarked on a period of sustained growth and as a result they now have a fantastic opportunity for an experienced new business administrator to join the team.

The position will support their highly professional consultants (who are qualified to Chartered level) and who give holistic financial planning advice across investment management, tax planning and pension planning for both corporate and private HNW clients.

This is a hybrid role in that initially it will involve the administration of new and existing business and occasionally also assisting with any overflow of the paraplanning work which will include some research and annual reports. The ideal candidate will have started their financial planning qualifications, and have experience of working within a fee based/IFA practice environment. Although not necessary as training will be given, the ideal candidate will have knowledge of Truth software.

As well as an excellent base salary there is an annual bonus, and other benefits including financial assistance towards further exams. This position is based in their Hertfordshire offices.

Please to email your CV or call 01206 265100 quoting reference number SLH1790