Are you passionate about making a difference in the fruitful lives of young learners?
Are you intrigued about working in an Educational setting with a reassuring and kind support system?
We are currently seeking a dynamic and dedicated Teaching Assistant to join our energetic team, in the heart of Berkhamsted helping to encourage and nurture little ones into independent young teenagers, preparing them to head off into secondary school with confidence and a good educational foundation.
Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Manage and process all aspects of pre-sale and post-sale administration efficiently.
Opportunities for career progression to Para planner or Senior Administrator roles.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.