An Award-Winning firm of Chartered Wealth Planners are seeking an experienced Administrator to join their team on a part-time basis.
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You will be providing exceptional quality PA and general administrative support to the Private Client Director of a busy team and daily duties will include;
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators.
Only 6 months of experience required or no experience but with some industry exams completed.
Our client, a leading organization in the financial services sector, is actively seeking a Financial Planning Administrator to join their dynamic team.
Are you seeking a workplace that values your growth and development?
Renowned for their commitment to employee wellbeing and community engagement, this company offers a supportive environment where you can excel both personally and professionally.
The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.