Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
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.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
We are currently working with an award-winning, established Financial Planning business based in Hertfordshire to recruit a Financial Planning Assistant to join their growing team.
The firm have been serving the community in Berkhamsted, Hertfordshire for many years.
They are a dynamic, forward thinking and highly professional practice that has experienced consistent growth through client recommendations since their founding.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
T&C Supervisor: Basic To £60k Package & Bonuses, working for a Dynamic IFA & Wealth Manager, Hybrid role
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
The firm promote a fun and collaborative environment, where the whole team really enjoy working together.