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.
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.
As a Financial Planning Administrator, you will be undertaking typical administrative duties to provide excellent back office support and oversee the client journey from start to finish.
This Financial Planning Administrator job is well suited to career minded individuals with desire for a part-time position (happy to consider reduced hours or reduced days)
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management whilst maintaining excellent service to clients.
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.