Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training.
Excellent opportunity to take on a newly created role in a growing local company.
Opportunities for career progression to Para planner or Senior Administrator roles.
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.
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.
Are you experienced in Credit Control, looking for your next opportunity?
Think Accountancy & Finance are working closely with a fantastic finance team for a company based in beautiful Berkhamsted.
We are on the lookout for someone who will be able to come in and hit the ground running, possibly able to implement their own processes and take ownership.