We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
This company illuminate their client's financial world.
Building clarity and confidence in their mind and optimising every experience they have with them.
My client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections.
The company employs ten people in total, including three Advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
Responding to enquiries and processing orders for allocated Accounts.
General
Here at Every Step Recruitment, Office Support, we are working exclusively with a highly successful Client who are recruiting for a Senior Administrator.
This is a full-time, permanent position offering hybrid working.
Our client is based in the heart of St Albans and due to growth within the business they are looking for a Customer Service Admin support to join the team.