Posted by Financial Divisions • £60K/yr to £75K/yr
We are looking for the right candidate to join a small director led team providing highly personalised advice on a long-term basis with an aim of increasing opportunities for management responsibilities towards succession planning within the firm.
An opportunity has arisen for an experienced Financial Advisor to join this long-established professional practice, non-sales driven wealth management and tax planning services to a high-net-worth clientele.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
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.
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
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
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.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA 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.
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
General
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Now, they're looking to add a new member to their team who's ready to be part of their exciting journey forward.
They've built something special, with a reputation for excellence and a proven track record of successespecially after outstanding growth in recent years.
Academics are currently seeking an enthusiastic, compassionate, and skilled SEN Teaching Assistant to join this dedicated team.
Academics are recruiting for a Primary SEN Teaching Assistant on behalf of an inclusive primary school located in the heart of Berkhamsted.
The school ethos is built around supporting individual needs, and pride themselves on their commitment to create opportunities for every child to thrive.
We are recruiting a Financial Controller position for a leading player in the Primary Education sector.
This role will play a key part in this process as it reports directly into the Executive Chairperson.
A privately owned business and a market leader in its particular field, following some recent changes in personnel at HQ, the business looks to kick on to the next step of its journey.