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.
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;
A dynamic, market leading Construction Consultancy is seeking an enthusiastic Administrator to join their vibrant office team in Teddington.
The successful Administrator will join a well-established, multidisciplinary Consultancy with over 60 years of success and a brilliant reputation in the industry.
The company has continued to go from strength to strength, in the last decade it has grown from circa 60 to over 180 strong operating from 6 strategic offices nationwide.
This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser
The plan is for you to initially join as a Financial Planning Administrator and grow in confidence, skills and knowledge and transition to become his Paraplanner over 12 months.
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months.