We are currently recruiting for a boutique Wealth Management firm in Berkhamstead 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.
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.
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.
The ideal candidate will have previous PA experience and will be self-motivated with great communication skills.
A successful and growing call centre company in Borehamwood are seeking a highly organised and methodical Personal Assistant to join their team and support the founder on a permanent basis.
This role will inolve managing email communications and providing various administrative tasks for both personal and company-relaed matters.
We have an excellent opportunity for this well regarding financial planning practice in Hertfordshire and they are looking for a new Paraplanner to join the team.
They require someone with previous previous paraplanning experience within an IFA or Wealth Management environment.
You must be experienced in Investments, IHT and Trusts and ideally also knowledgeable about pension transfers.