Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
They require additional support in the Capacity of IFA Client Support Administrator
They specialize in investing in, and providing comprehensive support services to, a diverse portfolio of start-up companies and smaller businesses looking to scale, primarily within the Recruitment Sector.
Their mission is to empower these budding enterprises with the tools they need to thrive and succeed in today's competitive business landscape.
Our client a leading specialist in their industry are looking for a Client Relationship Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
Our client a leading specialist in their industry are looking for a Senior Administrator/Client Relations Manager to join their team.
The role will be within the Administration department and the ideal candidate will have previous work experience in financial services, with good attention to detail and the desire to learn a variety of processing tasks in a busy office environment.
This is a full time office based role with no hybrid working.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
This established and reputable local Accountants are seeking a skilled and knowledgeable Portfolio Manager to manage the smooth management of client accounts and supervising the accounting team.
Some of your duties will include
Managing a large portfolio of clients' accounts including sole traders, Partnerships and SME Limited Companies.
Managing client sales, purchase and nominal ledgers and reconciling at month-end to trial balance level.
We're delighted to be partnering with a leading social housing provider based in Buckinghamshire, who are currently recruiting for Financial Services Manager (Financial Controller) to join the team on a permanent basis.
What's on offer
The annual salary is £66,545.00 per annum.
The role is 37 hours per week with flexible working and with an excellent hybrid working set up.