Office team Administrator

Join a Client-Focused Financial Planning Firm

Role: Office Administrator

Location: Harpenden

Working Pattern: Monday to Friday 0900 - 1700 (on site - 1 day work from home after successful probationary period)

Salary offered: £27 - £28,000 PA

Are you an experienced office administrator with a background in the financial sector? Do you thrive in a role where you can directly contribute to exceptional client service and support a dedicated team of financial professionals?

About The Role

We are seeking a highly organised and conscientious Office Administrator to join a well-established and respected Chartered Financial Planning firm in Harpenden. In this role, you will play a vital part in supporting the administration team, Financial Planners, and Paraplanners, ensuring the smooth and efficient operation of the office and contributing to the firm's commitment to providing high-quality service to its clients.

What They Offer

1. Opportunities for professional development and growth.
2. A chance to be part of a client-focused firm with a strong reputation for excellence.
3. A commitment to enabling our team to be the best they can be and will pay for all training towards exams and allow study to leave where appropriate.
4. Annual leave that increases with service, including your birthday off and a paid day off to contribute to charity.
5. Company functions once a month.
6. A choice of inclusive health insurance after a successful probationary period.

Key Responsibilities

1. Assist the administration team in servicing new and existing clients.
2. Develop and maintain strong internal relationships to support business flow.
3. Contribute to the smooth and efficient running of the administrative function.
4. Collaborate with the team to improve systems and processes to enhance client service.
5. Ensure all business is conducted in a responsible and compliant manner.
6. Manage individual work-flow and task delivery effectively.
7. Provide comprehensive administrative support, including finalising documents, managing client reports, handling communications, and liaising with third parties.

Skills & Attributes

1. Proven experience in an office administration role, ideally within the financial services industry.
2. Strong IT skills, including proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
3. Excellent organisational and time-management skills, with the ability to prioritise tasks and meet deadlines.
4. Excellent written and verbal communication skills.
5. Strong interpersonal skills and the ability to work effectively both independently and as part of a team.
6. A proactive and self-motivated approach with a willingness to take responsibility.

If you are a motivated and experienced office administrator with a passion for providing exceptional support and a desire to contribute to a thriving financial planning firm, we encourage you to apply.