Posted by Blakemore Recruitment • £25K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Maidstone 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.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Posted by Financial Divisions • £25K/yr to £30K/yr
Are you an adept Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.
Are you an experienced Planning Manager looking to make an impact within a growing and ambitious company?
This is your chance to lead the planning process for a wide range of projects in a supportive and collaborative environment.
They are on an exciting growth journey, specialising in the development of new homes and communities across the Southeast, working in partnership with housing associations, landowners, and fund managers.
The successful candidate will be responsible for consolidating, managing and analysing all project portfolio performance data, producing insights and reports that support effective project delivery across the organisation.
This role is critical to ensuring project portfolio data is accurate, complete and appropriate, adheres to project governance standards, and supports the provision of data-driven insights to enhance strategic decision-making.
We are pleased to be working with Kent Fire & Rescue Service on a one year FTC PMO Analyst role.