Join a highly reputable and firmly established accountancy practice in the historic market town of Berkhamsted which is surrounded by the stunning Chiltern Hills, an area of outstanding natural beauty.
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
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.
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.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
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.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Majestic Wine Berkhamsted are looking for a dynamic, ambitious and driven individual who wants to grow and develop in a company that's revolutionising retail!
General
As a Sales Assistant you'll be supporting your store team with driving sales performance and the day-day running of your store.
You'll deliver exceptional customer service and experience to optimise KPI performance.