We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
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.
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.
We have a great opportunity for an Administrator to join a great loyal client of ours within their Accounts department based in Bishops Stortford on a temporary basis for 2-3 months
The Role
General administration, including scanning and filing etc.
First point of contact for finance (phone and visitors), taking messages as necessary.
We are seeking a skilled and committed Financial Administrator to join our client's team who are a well-established, respectable company based in Bushey.
The Benefits Package: 23 days holiday plus bank holidays, shut down out Christmas, 4 Growth days - Paid time off to do something to better yourself, 6 Care days - Paid time off to care for those closest to you, Flexible Working Pattern, Employee Assistance Programme
Investigo are excited to be working with a client based in Hoddeson who are looking for an Interim Fleet/Transport Administrator to join their team!
Maintain an accurate and up to date database of vehicles, locations, and status.
The role
The Interim Fleet/Transport Administrator will be supporting the business to manage MPD's fleet ensuring vehicles are efficiently purchased, maintained, and operated in compliance with relevant legal and statutory requirements.
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.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
We are seeking a Mortgage Administrator to join our client's dynamic team in Borehamwood.
The successful candidate will be responsible for providing administrative support throughout the mortgage application process.
Previous experience within a similar position would be ideal, however, our client will consider a candidate who has administrative experience in another sector.