The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
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.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
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 be working closely with the Principal Financial Advisor, acting in a team leader capacity, whereby you will be managing the team workflow.
This Senior IFA Administrator / Team Leader job in Gerrards Cross provides opportunity to join a well-established IFA firm, providing holistic financial planning to private clients.
As such, you will be delegating tasks and also hosting regular team catch ups to identify outstanding actions and where additional support is needed.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
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.
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.
You will globally lead, manage and coordinate all product relevant activities of the indoor portfolio with special focus on the goal definition for the product portfolio, creation of solid product briefs and provision of level one interface to all relevant stakeholders concerning product related topics.
Primary responsibilities are to develop and lead the implementation of the product line strategy as part of the overall sustainable growth strategy of the brand within the Group.
General
Imperial Recruitment Group are delighted to announce that we are working exclusively with an international leading supplier of integral lighting solutions.
You will be responsible for processing their weekly expenses and financial administration.
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.
School PA to the Headteacher required for a School in Chalfont
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.
They are looking for an experienced School PA to the Head with experience managing a School heads diary.