Opportunities for career progression to Para planner or Senior Administrator roles.
Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Manage and process all aspects of pre-sale and post-sale administration efficiently.
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.
Blakemore Recruitment are assisting a forward thinking and vibrant IFA based in Hitchin who are looking for their a Senior Paraplanner to join their team.
As a company they offer ethical and honest solutions to help their clients achieve financial goals.
With extensive experience built over many years, they have earned themselves an enviable reputation in the marketplace.
They are currently seeking an ambitious and highly motivated Personal Assistant and Office Manager to support their two directors.
This is an exciting opportunity for a confident, well-educated individual with excellent social media skills, a can-do attitude, and the ability to work under pressure.
Our client is a renowned name in creating stunning and sophisticated interiors.