Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Working in administration for our client based in lovely offices in Windsor - they are looking for a strong administrator, used to coordinating tasks.
You will be calling companies to liaisie with them regarding their fleet MOTs, licensing and any fleet problems.
This administrative role is based in a B2B environment and you will be liaising with clients on the telephone so you must have excellent communication skills and a professional manner.
We have an exciting opportunity for a motivated Sales Administrator to join our client, an established supplier to the construction industry, based near Windsor.
In addition, you will coordinate and manage orders from start to finish, including liaising with suppliers and updating customers.
This varied role, which offers the opportunity to earn commission, will require an element of account management, looking after key customers as well as identifying new business opportunities.
This is a fantastic opportunity for an experienced, proactive, driven and successful Assistant Lettings Manager to work for an energetic company in the Windsor area working with a premium property brand.
The perfect candidate will be tenacious, committed, confident in identifying opportunities to generate new business, be able to grow the market share and also be able to support and drive a highly successful team.