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.
These main tasks will be the responsibility of the Paraplanning team.
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.
Academics are recruiting for a Primary SEN Teaching Assistant on behalf of an inclusive primary school located in the heart of Berkhamsted.
Academics are currently seeking an enthusiastic, compassionate, and skilled SEN Teaching Assistant to join this dedicated team.
The school ethos is built around supporting individual needs, and pride themselves on their commitment to create opportunities for every child to thrive.
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.
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 seeking a compassionate and dedicated SEN Primary Teaching Assistant to join a fantastic team on a full-time basis in Hemel Hempstead.
The successful candidate will play a crucial role in supporting a young student with autism, ensuring they have the best possible educational experience.
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.
As a Sales Assistant you'll be supporting your store team with driving sales performance and the day-day running of your store.
You'll deliver exceptional customer service and experience to optimise KPI performance.
Fancy joining the UK's number one Wine Specialist
Majestic Wine Berkhamsted are looking for a dynamic, ambitious and driven individual who wants to grow and develop in a company that's revolutionising retail!