We are currently recruiting for a Full Time Administrator to join our HR team based in Bracknell.
Overview of the role
Key duties
Working closely within our team alongside the HR Administrators and HR Officer to ensure transparency, consistency and efficiency across the department.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients.
The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status.
Responsibilities
Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews.
We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
An experienced Administrator is required to join our client on a temporary basis for approximately 3 months with the possibility of an extension.
The successful candidate will provide support to the department, be a competent user of Microsoft Teams and Outlook coupled with excellent attention to detail.
This is a part time opportunity working 21 hours per week
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for.
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