They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
The position offers flexibility in terms of location and working hours.
Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis.
Our clients have a large client bank of leads, offering generous commission splits
Berry Recruitment has a newly registered opportunity to join our client based in Oxford as a Lettings Administrator on a full time permanent basis.
You will be responsible for managing the tenancy agreement process from start to finish to include tenant check in's and check out's, regular inspections, and maintenance.
This customer focused role encompasses all aspects of residential lettings, ranging from dealing with customers and clients to assisting in the management of properties on behalf of owners whilst carrying out general office reception/administration duties.
Understand the brief received in relation to the products' objectives.
General
Ensure the successful delivery of all allocated projects, and provide a solid foundation for ongoing business.
Develop science-based content for allocated projects/accounts, which meets the external and/or internal brief; provide scientific expertise to internal/external stakeholders; work in partnership with account team members both from account handling and others under the direction of the account lead.