Administrator

Overview

Administrator Jobs in Newport, Wales, United Kingdom at Heron House Financial Management Ltd

Title: Administrator

Company: Heron House Financial Management Ltd

Location: Newport, Wales, United Kingdom

We are a small but mighty, independent financial planning and wealth management firm based in South Wales, and we are actively recruiting within our client care team.

We are looking for an administrator to support us with a range of general office and administration duties. The role will be based at our office in Newport and ideally full-time.

Your day-to-day tasks will include greeting clients at the office, answering the phone, dealing with enquiries, updating our systems, preparing client reviews and providing support to the technical and adviser teams. The client care team is integral to our firm, it is fast paced and requires you to have initiative and the ability to multi-task. You will be key to providing the exceptional client service that we pride ourselves on.

We are a people focused business with a low staff turnover, so when we recruit we tend to look for bright and motivated people who we think will fit in with the Heron House family and be with us for the long term. Therefore, financial services experience would be a bonus, but we are happy to provide full training for the right candidate.

We are looking for someone who has:

 

A good standard of education 

Experience in financial services, although this is not essential

Motivation to provide an excellent service to our clients

Strong attention to detail

Good communication and interpersonal skills

The ability to work effectively in a team

Benefits available:

 

Some flexibility around working hours

Generous holiday allowance

Beneficiary of our employee ownership trust and profit share scheme after one years’ service

Private medical insurance

Death in service scheme

Pension scheme

Access to financial advice as and when required

Cycle to work scheme

Adhoc team days and trips

Salary range: £25,000 – £28,000 (full-time equivalent)

A bit more about us: 

Founded over 30 years ago

Chartered Financial Planners

Chartered Wealth Managers

We manage funds of around half a billion pounds for our clients across the UK

We carry out all of our own investment research in-house and create bespoke portfolios based on what suits our clients best

We are specialists in ethical and sustainable investments

Named Citywire’s best financial advisers in Wales 10 times, most recently in 2024

Listed in the top 100 financial advice firms in the UK by New Model Adviser for 2023, 2022, 2021, 2020, and other previous years

Professional Adviser 2022 Best Financial Advisers to work for

Employee-owned since 2020 

B Corp certified since 2024

If you are interested in finding out more and joining our friendly team, please send a brief covering letter and your CV to [email protected].