Posted by Cranleigh Personnel • £27K/yr to £35K/yr
We're working with a highly successful, independent wealth planning firm in Cobham that's seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10.
This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanningshould you wish to pursue it.
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
Posted by Antony George Recruitment • £30K/yr to £35K/yr
General
Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.
Package Details
The successful candidate will receive a Salary of up to £35,000 Per Annum.
You will be working closely with the Senior Accountant as well in ensuring all jobs are completed for the month to a high level of accuracy and highlight any areas of concern.
You are encouraged to improve the firm's processes and multi task as and when required in assisting the firm's growth planning and target achievement by reporting to and working with the Senior Accountant and partner.
You will also be in charge of data entry working with the Office Manager.
Posted by Fletcher George Recruitment Ltd • £32K/yr to £40K/yr
Key Responsibilities
Client onboarding & technology adoption: Work with new clients to set up and transition them onto advanced cloud-based systems, ensuring a smooth onboarding experience and optimal system usage.
General
This role offers the opportunity to manage a diverse portfolio of clients and drive improvements through streamlined bookkeeping processes.
Join a forward-thinking, multi-partner accounting firm as a Bookkeeper, where you'll play a key role in onboarding and supporting new clients with cutting-edge cloud-based technology.