Posted by Financial Divisions • £60K/yr to £75K/yr
An opportunity has arisen for an experienced Financial Advisor to join this long-established professional practice, non-sales driven wealth management and tax planning services to a high-net-worth clientele.
We are looking for the right candidate to join a small director led team providing highly personalised advice on a long-term basis with an aim of increasing opportunities for management responsibilities towards succession planning within the firm.
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
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.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
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.
We are recruiting a Financial Controller position for a leading player in the Primary Education sector.
A privately owned business and a market leader in its particular field, following some recent changes in personnel at HQ, the business looks to kick on to the next step of its journey.
This role will play a key part in this process as it reports directly into the Executive Chairperson.
Now, they're looking to add a new member to their team who's ready to be part of their exciting journey forward.
They've built something special, with a reputation for excellence and a proven track record of successespecially after outstanding growth in recent years.
Our clients, an independent financial advisers are looking to expand their team with a professional to work closely alongside the Operations Director and Operations Manager.
Are you seeking a new opportunity as an Operations Coordinator with knowledge of financial services.
The successful candidate must be versatile with a great work ethic and will help the organisation run smoothly.