To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
General
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
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.
Posted by Page Personnel Secretarial & Business Support • £17/hr to £18/hr
General
Looking for a temporary executive assistant for an assignment that will bring you into 2025.
Our client is within the public sector based in Milton Keynes.
Description
Calendar Management: Scheduling and organising meetings, appointments, and events, ensuring efficient use of the executive's time across multiple time zones.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
Posted by Ideal Personnel and Recruitment Solutions • £24K/yr
General
Our client has a vacancy for a Conveyancing Assistant to provide effective support to the team and act as first line of escalation for Conveyancing Administrator(s) queries and guidance.
The role is hybrid working, with occasional office-based days as necessary.
Posted by Macildowie Recruitment and Retention • £29K/yr to £32K/yr
Role Overview
As the Executive Assistant, you will be the right hand to the C-suite executives, playing a key role in enhancing productivity and facilitating effective decision-making.
About Our Client
With a strong focus on customer-centric solutions and market leadership, they are seeking an Executive Assistant to support their executive team in driving strategic initiatives and operational excellence.
Our client is a dynamic and innovative player in the fast-moving consumer goods (FMCG) industry, known for its cutting-edge products and commitment to sustainability.
Posted by Financial Divisions • £23K/yr to £28K/yr
An exciting position has risen with my client who is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire.
Basic salary Full study support to level 4 diploma, hybrid working
The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Posted by Ideal Personnel and Recruitment Solutions • £23K/yr to £25K/yr
General
Our client has a permanent vacancy for a Conveyancing Assistant to join their team.
This is a great opportunity for a law graduate, or candidates with good customer service experience to take their first step into the busy world of conveyancing.
This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and provide day-to-day product and technical support to the business and the advisers.
We're assisting a forward-thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team.
The firm in the last few years has experienced great success and is looking to continue growing over the coming years.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.