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 Central Berkshire 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.
We are currently recruiting for a highly regarded Financial Planning practice in St Albans who are looking for an experienced IFA Administrator to join their team.
Building clarity and confidence in their mind and optimising every experience they have with them.
This company illuminate their client's financial world.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
Our client is seeking a detail-oriented and proactive Interim Project Administrator to support our project management team.
This role is essential for ensuring the smooth execution of our project over the next four months, with the possibility of a permanent position based on performance and project needs.
Our client is a a leading organisation specialising in delivering innovative and impactful projects, based in Berkshire.
Sheridan ward is excited to be recruiting for a fabulous client based in Uxbridge, they are on the lookout for a new Administrator to join their growing and supportive team!
Our client are an award winning, multi office independent estate agency are looking for a Lettings Administrator to join their busy Admin hub in Burnham.
The role will require someone with previous Lettings administration experience within the property industry.
You must be a well organised, self motivated team player with exceptional attention to detail.
A very rare opportunity has arisen within a highly regarded Estate Agency agency in Maidenhead for a Lettings Administrator to join their fantastic team.
We are seeking an Administrator to support our daily office operations.
The ideal candidate will be a key player in ensuring smooth office workflows and contributing to the efficiency of our business by providing personalized and timely support to executive members.
Day-to-day of the role
Answering phone calls and emails, directing them to the appropriate staff members.