To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
General
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business.
This position has become available due to an internal promotion, this will also be an option for you should you wish to take exams and progress.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support.
Posted by Financial Divisions • £24K/yr to £28K/yr
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
Fantastic benefits: Study to achieve Level 4 Diploma, bonus, generous holidays, DIS, Private Medical insurance
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
This job would suit an experienced Accounts Assistant who has a strong track record in processing and issuing invoices, to be responsible for managing and monitoring accounts receivable and payable to ensure timely payments from customers.
Based in Harpenden, Hertfordshire, our client is seeking an Accounts Assistant to join their busy team on a permanent basis, working on site 5 days per week.
This company is reputable within their sector and the business has grown rapidly nationwide and has exciting expansion plans throughout the next few years.
Recruit Wealth are delighted to be representing one of our very best Financial Planning clients in Hertfordshire for a Compliance Officer, to oversee compliance, T&C and AML, whilst working closely with the senior leadership team.
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