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.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
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.
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.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA 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.
Majestic Wine are looking for a dynamic, ambitious and driven individual in Berkhamsted who wants to grow and develop in a company that's revolutionising retail!
Who are we
Founded in 1980, the company recently passed back into private ownership following the acquisition of Fortress Investment Group and has undergone an ambitious transformation and turnaround programme.
Majestic is the UK's largest specialist wine retailer, operating a network of over 200 stores nationwide.
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.
Join a highly reputable and firmly established accountancy practice in the historic market town of Berkhamsted which is surrounded by the stunning Chiltern Hills, an area of outstanding natural beauty.