Recruit Wealth are delighted to be representing one of our very best Financial Planning clients in Hertfordshire for a Compliance Officer, to oversee compliance, T&C and AML, whilst working closely with the senior leadership team.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
The person must have 1-2 years' experience in a Tax Advisory role and either wanting to start or currently studying ATT.
The business are looking for an Assistant Tax Advisor to join their established team.
NLB Solutions are working with a forward-thinking Practice in Harpenden that are looking to grow and expand the client base and the services that they offer.
Posted by Blakemore Recruitment • £35K/yr to £50K/yr
They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.
Posted by Financial Divisions • £30K/yr to £34K/yr
The Role: IFA ADMINISTRATOR
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
As a Senior Accountant, you'll spearhead a portfolio of dynamic medium-sized clients, steering them towards financial excellence while ensuring regulatory compliance.
Join a thriving medium-sized firm nestled near Harpenden, where your talent will be cherished and your impact felt.
Embrace the opportunity to shape the success story of a distinguished firm celebrated for its unwavering commitment to excellence and client satisfaction.
The Commercial Analyst plays a crucial role in supporting our commercial operations by providing insightful analysis, financial modelling, and strategic recommendations.
You will also develop analytical tools to assist the business in surveying potential sites, ensuring we are making sound decisions on where to invest our capital.
This position involves collaborating with cross-functional teams to analyse market trends, evaluate business performance, and identify opportunities for optimisation and growth.
We have an excellent opportunity for a customer service focused professional to join the Ashtons family as a Weekend Viewing Guide, based in our Redbourn Office.
About Ashtons
Ashtons is an independent Estate Agency practice, founded over 40 years ago.
Driven by meaningful service and performance values, Ashtons has become the unique entity it is today.