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.
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.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey
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.
Panoramic Associates are working on an exclusive basis to support East Herts District Council in the appointment of an experienced Principal Planning Policy Officer to join the team.
East Herts District Council is the ninth busiest planning team in the country, where you will encounter a stimulating and diverse workload that delves into a wide array of policy challenges and issues.
Working Arrangements: Full time - Requirement to be in the office 2- 3 days per week.
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford.
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.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
Building clarity and confidence in their mind and optimising every experience they have with them.
This company illuminate their client's financial world.
Opportunities for career progression to Para planner or Senior Administrator roles.
Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Manage and process all aspects of pre-sale and post-sale administration efficiently.