Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Opportunities for career progression to Para planner or Senior Administrator roles.
Manage and process all aspects of pre-sale and post-sale administration efficiently.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
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.
Joining us as a Customer Advisor is a great opportunity, whether it's your first job and you're looking to gain some valuable experience, or you have experience with retail and you're looking for a new challenge, this could be the start of a new career with us.
The hourly rate will increase after 6 months in role.
The hourly rate for this role is £11.44 and up to £12.02 across selected locations within London.
If you have great client care, the ability to develop client relationships and are able to work independently and within a team, then this might be the right opportunity for you.
Our client has a permanent, full-time vacancy for an experienced legal secretary to join the team.
The role is based in their Berkhamsted office, but the successful applicant may be required to support senior members of the team out at court or at client meetings where necessary.