Recruit Wealth are delighted to be representing one of our very best Financial Planning clients in Hertfordshire for a Compliance Officer, to oversee compliance, T&C and AML, whilst working closely with the senior leadership team.
Posted by Financial Divisions • £30K/yr to £34K/yr
The Role: IFA ADMINISTRATOR
A fresh chance for an experienced professional to join a top-tier neighbourhood wealth management company, where the staff takes great pride in their accomplishments in offering each client a memorable and enjoyable experience, in addition to their unwavering love for what they do.
This position provides a fantastic growth opportunity for a motivated IFA Administrator with two years of experience who wants to go into paraplanning.
Join a thriving medium-sized firm nestled near Harpenden, where your talent will be cherished and your impact felt.
Embrace the opportunity to shape the success story of a distinguished firm celebrated for its unwavering commitment to excellence and client satisfaction.
As a Senior Accountant, you'll spearhead a portfolio of dynamic medium-sized clients, steering them towards financial excellence while ensuring regulatory compliance.
Posted by Tate & Harriss - Property Recruitment • £24K/yr to £36K/yr
Are you currently a Sales Negotiator progressing your own sales, or a Sales Progressor looking for a new opportunity?
Then look no further, as our client an award winning, multi office independent Estate Agent, are looking for a highly organised Sales Progressor to join their busy office in Harpenden.
Always offering excellent customer service to their clients they also pride themselves on their excellent local market knowledge, providing first class Estate Agency, Letting Agency, and New Homes to various locations.
Posted by Blakemore Recruitment • £35K/yr to £50K/yr
Blakemore Recruitment are proudly assisting a well respected and long established wealth management firm recruit for a diploma qualified Paraplanner to join their expanding team.
They provide a wide range of services to their clients such as financial planning, pension planning, investment advice, inheritance tax planning, protection planning and corporate planning.
You will be working among a friendly team that continue to strive to be among the best advisers and support staff in the industry.
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.
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.