Administrator based in Harpenden

Reporting to: Adam Cook; Operations Director
Location: Offices based in Harpenden and Hitchin.
Working hours: 9.00am to 5.30pm Monday to Friday.
Purpose of the role: To undertake the role of administrator and support our financial planners.

Job description:
You will be working for a firm of independent financial advisers in our head office in Harpenden. As a member of the administration team you will assist our IFAs and Mortgage Advisers in the preparation of files and records for clients. As well as documenting information in client files, you will be responsible for reporting accurate management information to our Directors under the supervision of Adam Cook Operations Director. You will be required to meet clients prior to consultant meetings, answer the telephone, prepare reports, letters and record all activities on our database. A good knowledge of Microsoft Office will be required as well as the ability to work with our database, scanning and online software.
The ideal candidate will be a quick learner striving to master their role, enthusiastic, a team asset, helping others complete their work to the highest standards and focused on client outcomes.

Lyndhurst are building a team which includes the best local talent to support its clients. Our goal is to be recognised as the best IFA in Harpenden and to do so we are looking for staff who are committed and can see the opportunity to develop and grow within the business. Rarely is there a job for life but we believe we can support a successful journey in the IFA market providing the support, technology and structure to master your profession over the long term.

20 days holiday per year increasing to 23 with 3 years service.
3 month probationary period
Auto enrolment pension and 4* death in service life cover available.
There is a study package available should they wish to further their career as a paraplanner or IFA.
There are limited parking facilities currently available at the premises.

About Lyndhurst

Based in Hertfordshire we are striving to be recognised as the leading independent financial advisers in the area. We have a team of 29 staff across 3 offices.

We use best of breed technology solutions and are innovating further to enhance our client proposition and utilise the latest developments in software integrations allowing us to serve more clients.

We are keen to be part of our community and support many local school events and sports clubs with education and sponsorship.

We are recruiting the best local talent to form long term client relationships offering guidance, advice and support throughout their financial journey.