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Welwyn, Hertfordshire
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Financial Advisory Administrator

Financial Advisory Administrator

Capture Recruitment Ltd

Posted 4 days ago, valid for 8 hours

Welwyn, Hertfordshire AL6 9ET, England

Full Time

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Sonic Summary

The Financial Advisory Administrator position is located in Welwyn and offers a competitive salary based on experience.
This hybrid role requires three days in the office and two days of remote work.
The successful candidate will be responsible for managing client queries and supporting the financial planning team.
Experience in financial services and a strong understanding of investment products are essential for this role.
The firm promotes professional development and offers opportunities for genuine career progression.

Financial Advisory AdministratorLocation: Welwyn (AL6/AL7/AL8)Salary: Competitive (DOE)

HYBRID ROLE - 3 days In Office, 2 Days remote

About the Role:A rare opportunity has arisen within an award-winning wealth management firm for an experienced Financial Advisory Administrator. Working in a technology-driven environment, you'll play a crucial role in supporting the delivery of expert investment advice and financial planning services.

Your responsibilities will include managing client queries, maintaining back office systems, liaising with providers, and supporting the financial planning team with client documentation and illustrations.

The ideal candidate will bring financial services experience, understanding of investment products, and excellent attention to detail. You'll be joining a forward-thinking firm that values professional development and offers genuine career progression.

What's on Offer:• Professional development support• Innovative working environment• Comprehensive training• Supportive team culture• Career progression opportunities

Capture Recruitment Ltd - Specialists in Regulated Professional Services recruitment.

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