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.
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.
The firm have been serving the community in Berkhamsted, Hertfordshire for many years.
They are a dynamic, forward thinking and highly professional practice that has experienced consistent growth through client recommendations since their founding.
Majestic Wine are looking for a dynamic, ambitious and driven individual in Berkhamsted who wants to grow and develop in a company that's revolutionising retail!
Who are we
Majestic is the UK's largest specialist wine retailer, operating a network of over 200 stores nationwide.
Founded in 1980, the company recently passed back into private ownership following the acquisition of Fortress Investment Group and has undergone an ambitious transformation and turnaround programme.
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.