Posted by Cranleigh Personnel • £27K/yr to £35K/yr
We're working with a highly successful, independent wealth planning firm in Cobham that's seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10.
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanningshould you wish to pursue it.
Posted by Antony George Recruitment • £30K/yr to £35K/yr
Other benefits include
Flexible working: 3 days office, 2 days WFH.
Package Details
The successful candidate will receive a Salary of up to £35,000 Per Annum.
General
Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.
Our client is seeking someone who will take responsibility for the smooth running of the Stores and to ensure that all incumbent products and equipment is ordered, stored and monitored.
You must be computer literate with good keyboard and organisational skills and be detail orientated.
You will be responsible for the reception of goods, loading and unloading of deliveries and interaction with suppliers.
Posted by E Personnel Recruitment • £24K/yr to £26K/yr
This is an interesting role, as 2 days of the week you will be doing the Accounting and 3 days a week on Administration, so this role is really varied.