We are seeking a highly motivated experienced Financial Adviser to join our growing business.
We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.
The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending.
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.
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.
£38,000 - £45,000 study support bonus & excellent benefits
Aila is excited to announce that we're in partnership with one of the most successful businesses in Hertfordshire with an impressive growth story and a culture that is hard to match.
They've always offered development and progression opportunities for staff, and they have an incredibly impressive retention rate.
Basic Up to £75k Package Paraplanning Full client portfolio
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The role would be suited to either a talented Analyst with industry experience, or an ACA from practice looking to transfer their skills to an industry role.
Our client, a high-growth and acquisitive group, with an exceptional reputation for talent development and reward, is looking to hire an ambitious FP&A Analyst to join its top calibre team.
This is a pivotal and visible position, supporting in all areas of the FP&A process including budgeting, forecasting, month end board, investor and lender reporting; giving the successful candidate a great breadth and exposure to the business.