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This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks. This firm offers excellent training and support and the opportunity to progress your career within the firm. You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these. Basic salary to £30,000 benefits
Company & Purpose of Role Founded in 2012, Andusia has quickly become a market leader in the growing waste export market, exporting approximately 450,000 tonnes of waste per annum. Due to continual growth we are looking to add another hard working and ambitious individual to join the team. The purpose of the role is to support the team with daily administrative tasks to support the needs of the business communicating via telephone and email with both suppliers and customers. Key tasks Assisting in the ordering and administration of the company's transactions. Complete relevant administrative work Pro-actively helping to manage and audit the company's Environmental compliance, Sustainability, and duty of care. Updating relevant records on the company's database. Call existing suppliers to book loads and confirm collection times Create and distribute weekly sales orders Data entry for customs clearances for weekly activity Support Accounts & Sales teams with reconciliation and general enquiries Develop and maintain industry knowledge and market information Answer phones and offer holiday cover General office administration What we're looking for; A reliable applicant who is keen to join a friendly and focused team for a long-term career and ready to hit the ground running. The candidate will ideally be proficient in IT, especially with the Microsoft package, have a positive, can do attitude and be attentive to details. Industry experience is not essential as full training will be given. A little about you; The role would be ideal for a methodical individual who is keen to work in an office environment whilst being rewarded. Job Type: Full-time, Permanent, office based on 9am to 5pm, Monday to Friday Holiday: 20 days plus bank holidays (After one year service increases to 25 days plus bank holidays) Salary: £19,000.00-£21,000.00 per year