Posted by Financial Divisions • £30K/yr to £33K/yr
A vacancy has been created within the business for Financial Planning Administrator due to one of the team being promoted internally.
My client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.
Posted by Financial Divisions • £30K/yr to £35K/yr
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
Posted by Financial Divisions • £30K/yr to £35K/yr
Financial Administrator - Wealth Management
Offices near Basingstoke
My client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
This organisation is wishing to recruit an Administrator to join their friendly team on an ongoing temporary basis however there may be an opportunity for this to become a permanent position.
Are you highly customer focused, have exceptional administrative skills and thrive working in a busy and ever changing environment?
If the answer is yes, then this may be the ideal opportunity for you.
Posted by Financial Divisions • £30K/yr to £33K/yr
Wealth Planning/Financial Advice Business
Our client is a financial advice business who have been operating for 15 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has c.20 Advisers and 30 staff overall who work with retirees, City professionals, families with varying levels of assets.