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.
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.
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.
Are you seeking a new opportunity as an Operations Coordinator with knowledge of financial services.
The successful candidate must be versatile with a great work ethic and will help the organisation run smoothly.
Our clients, an independent financial advisers are looking to expand their team with a professional to work closely alongside the Operations Director and Operations Manager.
Posted by Think Specialist Recruitment • £25K/yr to £27K/yr
We are recruiting for a successful and growing company based in Berkhamsted and looking for someone to join them as a Customer Orders Coordinator.
As part of this role you will be processing orders, booking shipments and deliveries and liaising with customers, so good administration and communication skills are essential.
This is a great opportunity for someone that wants to work somewhere that has good values, offers fantastic training and support and a great working environment.
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.
We're recruiting for a company based in Berkhamsted who are looking for an entry-level Office Assistant to join their team on a full time, permanent basis.
This is an entry level role and a fantastic opportunity for someone to learn and progress.
Looking for your first steps into an office job and want to make sure it's an exciting company?
Majestic Wine Berkhamsted are looking for a dynamic, ambitious and driven individual who wants to grow and develop in a company that's revolutionising retail!
General
As a Sales Assistant you'll be supporting your store team with driving sales performance and the day-day running of your store.
You'll deliver exceptional customer service and experience to optimise KPI performance.