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;
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
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.
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.
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.