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 Blakemore Recruitment • £35K/yr to £50K/yr
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.
They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.
Overseeing the day-to-day operations in the office, ensuring properties are marketed correctly and that clients and customers receive outstanding customer service.
You will collaborate with cross-functional teams and contribute to the success of the company.
Role Overview
We are looking for a Lettings Coordinator to support our Harpenden & Rickmansworth offices by dealing with enquiries via phone email or in-person, general administration and compliance.