Posted by Blakemore Recruitment • £30K/yr to £35K/yr
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.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
T&C Supervisor: Basic To £60k Package & Bonuses, working for a Dynamic IFA & Wealth Manager, Hybrid role
The firm promote a fun and collaborative environment, where the whole team really enjoy working together.
Our client is seeking a Financial Planner to join their growing team in their Hertfordshire branch
The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies.
The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.
A specialist Quantity Surveying and Project Management consultancy is seeking an experienced and self-driven Project Support - Team Leader to join their expanding team in Hertfordshire.
The successful candidate will oversee a team of project coordinators and administrative staff, providing essential support that ensures the smooth and efficient running of their project programmes.
This role offers an exciting opportunity to be part of a consultancy experiencing steady growth, particularly within the healthcare construction sector.
We are currently working with an award-winning, established Financial Planning business based in Hertfordshire to recruit a Financial Planning Assistant to join their growing team.
They are a dynamic, forward thinking and highly professional practice that has experienced consistent growth through client recommendations since their founding.
The firm have been serving the community in Berkhamsted, Hertfordshire for many years.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
Compliance Officer: Basic To £60k Package & Bonuses, working for a Dynamic IFA & Wealth Manager, Hybrid role
The firm promote a fun and collaborative environment, where the whole team really enjoy working together.