We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
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.
As a Unit Nurse Manager (General) at a Barchester care home, you'll use your compassion and initiative to make sure our residents get the quality care they deserve.
We'll look to you to plan, manage and monitor the delivery of nursing that meets all of our residents' needs.
This means you'll implement person-centred care plans that make a real difference to our residents' day-to-day lives.
As a Bank Laundry Assistant at a Barchester care home, you'll help to make sure our residents receive quality care and support in the best possible surroundings.
The role of Laundry Assistant involves sorting, washing, drying, ironing and contributing to the overall look and feel of the home.
By making sure each resident has clean clothing and bedding, you'll be playing your own part in helping everyone to feel comfortable and at home.
They are looking for an experienced School PA to the Head with experience managing a School heads diary.
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.
We'll look to you to create a safe and supportive environment for residents with range of physical and mental needs, whilst also relying on your professional judgement to make critical clinical decisions.
As a Registered Nurse at a Barchester care home, you'll look after the physical, psychological and social needs of our residents to help us deliver the quality care they deserve.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
My client is a Chartered Independent Financial advice firm based in Gerrards Cross.
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 play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.