![Recruit Wealth Ltd](https://media.trabajo.org/img/noimg.jpg)
Financial Planning Administrator
3 weeks ago
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management. There are various administration opportunities available within the team due to a recent company/office acquisition and financial adviser expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below:
- Client correspondence, written and verbal
- Processing new business
- Preparation of client review packs
- Arranging client meetings and managing the adviser’s diary
- Illustration requests
- Ensure that all financial planning client administration is carried out in accordance with internal procedures
- Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
- Taking phone calls, enquiries and requests and handling them where appropriate
- General back-office support using IO software
- 25 days holiday plus bank holidays
- Day off for your Birthday
- Annual salary review
- Staff awards
- Study support for professional industry exams
- In-house academy, professional development
- Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
- Holiday Purchase Scheme
- Life Assurance
- Pension
- Corporate Eyecare cover
-
Financial Planning Administrator
4 weeks ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
3 weeks ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
1 month ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
1 month ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
3 weeks ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
1 month ago
Three Rivers, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Senior Finance Director, Financial Planning
4 weeks ago
Radlett, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time €95,000Director of Finance - Fixed Term Contract (4 Months) We have a unique opening for a Director of Finance to join a highly respected independent school in the Radlett area. This is a four-month fixed term contract, ideally commencing in June and concluding in October, offering a competitive salary of up to £95,000, dependent on experience. As the Director...
-
Senior Finance Director, Financial Planning
3 weeks ago
Radlett, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time €95,000Director of Finance - Fixed Term Contract (4 Months) We have a unique opening for a Director of Finance to join a highly respected independent school in the Radlett area. This is a four-month fixed term contract, ideally commencing in June and concluding in October, offering a competitive salary of up to £95,000, dependent on experience. As the Director...
-
Senior Finance Director, Financial Planning
3 weeks ago
Radlett, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time €95,000Director of Finance - Fixed Term Contract (4 Months) We have a unique opening for a Director of Finance to join a highly respected independent school in the Radlett area. This is a four-month fixed term contract, ideally commencing in June and concluding in October, offering a competitive salary of up to £95,000, dependent on experience. As the Director...
-
Senior Finance Director, Financial Planning
4 weeks ago
Radlett, Hertfordshire, United Kingdom Vitae Financial Recruitment Full time €95,000Director of Finance - Fixed Term Contract (4 Months) We have a unique opening for a Director of Finance to join a highly respected independent school in the Radlett area. This is a four-month fixed term contract, ideally commencing in June and concluding in October, offering a competitive salary of up to £95,000, dependent on experience. As the Director...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
3 weeks ago
Hertsmere, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
IFS System Administrator
4 weeks ago
Three Rivers, Hertfordshire, United Kingdom Andretti Cadillac Full timeDescription Location: Silverstone, UK Reporting to: Head of Business Systems Department: Andretti Cadillac at Andretti Global Background: Led by racing legend Michael Andretti, the team fields multiple entries in INDYCAR, INDY NXT, IMSA and Formula E. The global racing enterprise boasts over 250 race wins, four INDYCAR Series championships, five...
-
Planning Administrator
2 weeks ago
Hertfordshire, United Kingdom Thrive Homes Full time €27,693Planning Administrator Hemel Hempstead, Hertfordshire (Hybrid/Smart Working) Salary £27,693 Per Annum Plus Benefits Temporary, Fixed Term Contract until March 2025 Full Time, 37 hours per week (Monday Friday, Flexibility Negotiable) Submit your CV and any additional required information after you have read this description by clicking on the...