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.
My client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections.
This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
The company employs ten people in total, including three Advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
As OCU continues it substantial growth we are looking for a Business Administrator based in Borehamwood
The Business Administrator provides essential administrative support to the commercial department of projects.
This role involves assisting with various tasks related to contract management, procurement, financial administration, and documentation control to ensure the smooth operation of construction projects.
Assisting with co-ordinating and managing installation projects on behalf of blue chip clients.
General
This is a brilliant, local opportunity for a hardworking Project Administrator who is seeking a fresh new challenge in the workplace and wants responsibility and recognition.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, have an IFA support background and group risk understanding.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
An established and growing Infrastructure Company based in Hertfordshire are seeking an Office Administrator to join their growing and friendly office team.
This role is best suited for someone with strong administrative skills and is organised and meticulous.
This is a role that will require someone who has a hunger for learning and growing within a business where two days are never the same.