Based in Watford, Hertfordshire our award-winning client are looking for a Financial Planning Analyst to join their growing team on a permanent basis, office based in Watford 5 days per week.
This position involves reporting to the Planning and Treasury Manager, focusing on analysing and reporting key management information.
This job would be suitable for someone who is part qualified and studying ACCA/ CIMA.
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.
Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
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 Vitae Financial Recruitment Limited • £50K/yr to £58K/yr
Fantastic opportunity for a recently Qualified (ACA, CIMA, ACCA) to join a global market leading corporation where you can develop and build a long-term career within a supportive and people-centric business who have won numerous awards as an employer of choice.
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.
Based in South Hertfordshire our global forward thinking client is looking for an Financial Planning and ESG Analyst to join their growing team on a permanent basis.
This exciting job would be suitable for someone with an accounting/business background and studying towards a professional accountancy qualification ACCA or CIMA.
This role will also be based in the office 5 days a week.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
The role
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
The purpose of this role is to act as a Paraplanner within the business.
Duties and Responsibilities
Your duties and responsibilities will include but not be limited to:.