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Permanent

Senior Financial Administrator Junior Paraplanner Hertford £35,000 - £42,000

Hertford
money-bag 35000.00-35000.00 Annual
3121734271
Posted 3 days ago

Excellent Benefits and Annual BonusA modern, independent financial planning firm based in Hertford is looking to appoint a Senior Financial Administrator to join their growing team.This is an excellent opportunity for a Diploma-qualified individual looking to progress into a Junior Paraplanner role within a supportive, collaborative, and forward-thinking environment.Founded by highly experienced Financial Planners with a passion for delivering genuinely personal advice, the firm has built a strong reputation through client referrals, trusted relationships, and exceptional service. Their philosophy is simple - putting clients first and making financial planning more approachable, transparent, and effective.The business combines modern technology with a highly personal approach and offers a fantastic culture where development, flexibility, and teamwork are truly valued.The RoleYou will work closely with the Advisers and support team, playing a key role in delivering a seamless client journey while supporting the business''s continued growth.This role offers genuine progression into paraplanning for someone looking to further develop their technical knowledge and build a long-term career within financial planning.Key ResponsibilitiesSupporting Financial Advisers with day-to-day administration Processing new business across pensions, investments, and protection Preparing client review packs and documentation Liaising with providers and clients Maintaining accurate CRM and ..... full job details .....

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