You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
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.
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.
Now, they're looking to add a new member to their team who's ready to be part of their exciting journey forward.
This is not just another local firm.
They've built something special, with a reputation for excellence and a proven track record of successespecially after outstanding growth in recent years.
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.
Sytner Group are excited to offer a Permanent Sales Executive role selling BMW's with the potential to make a generous commission.
We are passionate about continuous improvement and building an environment where everyone feels valued, appreciated and able to reach their full potential.
Why Sytner
Sytner Group are delighted to provide an industry-leading benefits package.
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