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
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.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Senior IFA 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.
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.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
These main tasks will be the responsibility of the Paraplanning team.
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.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Rickmansworth.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
My client are seeking a dedicated Property Administrator to support the Estates Manager in the management of a diverse portfolio of residential, commercial and industrial properties.
The role encompasses a blend of 70% estates administration and 30% office administration, including tasks related to accounts, operations, office management and reception.
The ideal candidate will be solution-oriented and capable of working independently in our brand-new, high-spec offices located in a rural setting.
Posted by Penguin Recruitment Ltd • £45K/yr to £55K/yr
Penguin Recruitment is delighted to be supporting an established, national planning consultancy on the hire of a Principal Planner for their team in Harpenden.
This is a full-time and permanent position however candidates seeking alternate arrangements are welcome to express an interest.
Our client is highly regarded in the South and employs Town Planners from a variety of backgrounds to staff their growing and successful teams in the South of England.
Posted by Hertfordshire County Council • £45K/yr to £51K/yr
It strategically plans school capacity across an area, engaging with Head Teachers, Governing Bodies and Academy Trusts to negotiate the right number of school places to meet demand through the adjustment of admissions numbers, expansion and contraction of school size, opening new schools as well as school closures, leading and coordinating statutory processes round school reorganisation.
The School Planning team commissions schools and school places as part of the Local Authority's statutory duty to ensure a sufficient supply of school places across the county.
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to join their brilliant team.
They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance.
Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do.