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.
We are seeking a new Administrator to support one of our central London Planning teams based in our Head Office in London.
With over 125 members of the London Planning Department, the successful candidate will look after their own team of 16, and will also become a key member of the administrative team of 7, working together to provide day to day support for the department as a whole.
General
An exciting opportunity to join our Central London planning team based in our Head Office in London on a permanent basis.
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.
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.