Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
We are seeking a client services administrator to join a well-established financial services firm based near to St. Albans.
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to join their brilliant team.
They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance.
Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do.
Posted by Financial Divisions • £30K/yr to £34K/yr
The Role: IFA ADMINISTRATOR
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
The business are looking for an Assistant Tax Advisor to join their established team.
The person must have 1-2 years' experience in a Tax Advisory role and either wanting to start or currently studying ATT.
NLB Solutions are working with a forward-thinking Practice in Harpenden that are looking to grow and expand the client base and the services that they offer.
Posted by Focus Search and Selection • £30K/yr to £35K/yr
About the Role: We are seeking a detail-oriented and experienced Senior Financial Services Administrator to join our client's dynamic team.
This role is integral in supporting Chartered Financial Planners and Independent Financial Advisers (IFAs) by ensuring the smooth administration of client portfolios and financial planning processes.
If you have a strong understanding of financial products, exceptional organisational skills, and a client-focused approach, this opportunity could be perfect for you.
Posted by Newstaff Employment • £60K/yr to £70K/yr
The Role
To take responsibility for a varied caseload of probate & estate administrations, to include taxable and non-taxable estates.
Key responsibilities
Ability to engage with Partners/Directors and clients by telephone, email and face-to-face meetings for initial scoping of work involved and continued progression as matter evolves.
General
Newstaff Employment Services is recruiting for an ambitious Probate Manager to join a successful accountancy practice.
Recruit UK is pleased to present an outstanding opportunity for a Trainee Financial Adviser to join a well-established UK Financial Advice firm with offices in Harpenden.
Industry: Financial Services
Company Overview
This UK-wide firm specialises in providing independent financial planning and wealth management advice.