Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
Join a highly reputable and firmly established accountancy practice in the historic market town of Berkhamsted which is surrounded by the stunning Chiltern Hills, an area of outstanding natural beauty.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA Administrator.
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.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
General
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
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
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.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Now, they're looking to add a new member to their team who's ready to be part of their exciting journey forward.
This is not just another local firm.
They've built something special, with a reputation for excellence and a proven track record of successespecially after outstanding growth in recent years.
Posted by Clear IT Recruitment Limited • £23K/yr to £33K/yr
Our Client is seeking a Legal Secretary to join their busy conveyancing department in Berkhamsted, Hertfordshire.
They are a leading regional multi-services law firm offering legal advice to both individuals and businesses.
Their dedicated legal professionals strive to achieve the very best for their clients ensuring that commitment and trust are core to who they are and what they do.