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.
Thanks to the fantastic work of our current team & the ever-growing client base we're lucky enough to work with, we're looking for an ambitious, tenacious & studious individual to support our growing client base.
Are you experienced in Credit Control and seeking your next opportunity?
We are searching for a proactive individual who can immediately make an impact, potentially implement their own processes, and take full ownership of the company's Credit Control operations.
Think Accountancy & Finance is collaborating with an excellent finance team at a company located in the picturesque town of Berkhamsted.
Excellent opportunity to take on a newly created role in a growing local company.
Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training.
Are you experienced in Credit Control, looking for your next opportunity?
We are on the lookout for someone who will be able to come in and hit the ground running, possibly able to implement their own processes and take ownership.
Think Accountancy & Finance are working closely with a fantastic finance team for a company based in beautiful Berkhamsted.