You will be responsible for processing their weekly expenses and financial administration.
Monday Friday 9am - 5.30pm.
We have partnered with a well-established family run business in Buckinghamshire, who are looking for a methodical and detail-oriented individual to join their team.
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.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
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.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
Are you a seasoned payroll administrator with a knack for managing high-volume payrolls in a bureau setting?
Join this dynamic company, renowned for providing top-notch payroll services to a diverse array of small, medium, and large businesses across London and the Home Counties.
Role and Key Responsibilities
As a pivotal member of our team, you'll tackle an array of essential duties, including:.
School PA to the Headteacher required for a School in Chalfont
They are looking for an experienced School PA to the Head with experience managing a School heads diary.
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.
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.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.