These main tasks will be the responsibility of the Paraplanning team.
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.
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.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
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.
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
General
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.
A specialist Quantity Surveying and Project Management consultancy is seeking an enthusiastic and organized Project Coordinator to join their team in Hertfordshire.
Why Join
This is an exciting time to join a company that has been steadily growing, particularly in healthcare construction.
With a dynamic team and a strong client portfolio, the company offers a collaborative environment where new colleagues can contribute to its success and growth.
We are looking for a coordinator with facilities and sustainability experience to provide an efficient, pro-active, and effective administrative service to the Facilities and Maintenance team.
Looking for the next step of your career in facilities whilst getting to share your passion for sustainability with others?
Your role will involve working closely with the classroom teacher and the school's SENCO (Special Educational Needs Coordinator) to provide tailored support that meets the child's individual needs.
The successful candidate will play a crucial role in supporting a young student with autism, ensuring they have the best possible educational experience.
We are seeking a compassionate and dedicated SEN Primary Teaching Assistant to join a fantastic team on a full-time basis in Hemel Hempstead.
A dynamic, Cost & Project Management consultancy that delivers flagship projects across the healthcare sector, are seeking a reliable Senior Quantity Surveyor to join their expanding office in Hertfordshire.
Alongside project delivery, the successful Senior Quantity Surveyor will also become a key contact for clients, stakeholders, and help support the more junior quantity surveyors within the team.
The successful Senior Quantity Surveyor will work closely alongside an Associate Director and the Project Management team in delivering important, and iconic healthcare projects including new theatres, major refurbishments, multi-story car parks and large-scale office relocations, with projects valuing up to £100m.
Posted by Ernest Gordon Recruitment Limited • £25K/yr to £30K/yr
Graduate CAD Technician (Must have Furniture/Joinery Portfolio)
Are you a Graduate CAD Technician with an active interest in furniture design looking to join a leading business to launch your career in bespoke furniture and joinery design?
£25,000 - £30,000 Progression Training Company benefits