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.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
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.
Planning Officers with experience dealing with a range of applications from householder to minor applications and to assist in processing backlog applications
Planner will be expected to work and use their own initiative with little direct supervision and support their Team Leader as required.
Posted by Hatched Recruitment UK • £35/hr to £36/hr
About the Role
We are seeking a Planner / Principal Planner to join our dynamic Development Management team.
Are you an ambitious urban planning professional looking for a challenging role with excellent career progression?
This role offers the opportunity to work on a broad range of projects, from small-scale developments to more complex applications, with the chance to advance your career as you gain experience and expertise.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
An established property consultancy is currently looking for an Administrator.
The Administrator role involves supporting the Project Manager and the wider teams with all administrative functions including front of house and diary management duties.
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.
Posted by Upgrade Recruitment Ltd • £28K/yr to £32K/yr
A well-established business services company in the West End of London near Piccadilly Circus is now looking for a Planner to join their Administration team.
You'll work with the Customer Service and Consultants team to manage their diaries and scheduling client visits.
This is an immediate start, permanent, hybrid position paying a salary of up to £32,000 for the right candidate.