Job Description

Join a Client-Focused Financial Planning Firm
Role: Office Administrator
Location: Harpenden
Working Pattern: Monday to Friday 0900 - 1700 (on site - 1 day work form 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:

• Opportunities for professional development and growth.
• A chance to be part of a client-focused firm with a strong reputation for excellence.
• 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.
• Annual leave that increases with service, including your birthday off and a paid day off to contribute to charity
• Company functions once a month
• A choice of inclusive health insurance after a successful probationary period

Key Responsibilities:

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

Skills & Attributes:

• Proven experience in an office administration role, ideally within the financial services industry.
• Strong IT skills, including proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Excellent organisational and time-management skills, with the ability to prioritise tasks and meet deadlines.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and the ability to work effectively both independently and as part of a team.
• 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.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.