To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
I am extremely excited to be supporting this very successful small independent business, with the recruitment of an Office Coordinator.
This is a great role that will offer masses of variation including facilities management and health and safety, as well as all round support for the office and wider team.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
They are looking for an experienced School PA to the Head with experience managing a School heads diary.
School PA to the Headteacher required for a School in Chalfont
At Engage Education Services, we're currently recruiting for a School PA to the Headteacher in a School in Chalfont after building a strong relationship with a local grouping of schools.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
This Graduate Administrator job in Gerrards Cross provides opportunity for a career minded individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
This IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.