Financial Planning Assistant
4 weeks ago
We are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at mbf. in Hertfordshire. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and practice overall, ensuring our clients receive exceptional financial advice.
Key Responsibilities:- Complete post-sale administration tasks, including updating client information and creating wealth reports.
- Prepare and collect necessary information for complex cases, including CETVs, illustrations, and policy information checklists.
- Administer new business and review cases, submit applications to providers, and ensure cases are activated efficiently.
- Prepare and maintain client files, ensuring compliance standards are met.
- Assist paraplanners with administrative tasks as needed.
- Occasionally write basic reports, including bed and ISA, fund switches, reviews, withdrawals, and more.
- Liaise with clients and handle complaints.
- Provide general administrative support during colleagues' absences.
- Mentor colleagues to help them develop specialized administrative skills.
- Competitive salary banding of £30,000 - £35,000.
- 25 days basic holidays + bank holidays.
- Holiday purchase scheme after probationary period.
- Contributory Pension with option for Salary Sacrifice 4% employer 4% employee.
- Death in Service Benefit 3 x salary.
- Employee Assistance Programme.
- Ability to work from home a couple of days per week after training period.
If you are a motivated and detail-oriented individual looking for a new opportunity, please get in touch. We look forward to hearing from you.
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom mbf. Full timeFinancial Planning AssistantWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at mbf. in Hertfordshire. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and practice overall, ensuring our clients receive exceptional financial advice.Key...
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom mbf. Full timeFinancial Planning AssistantWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at mbf. in Hertfordshire. As a key member of our financial planning team, you will provide administrative support to our advisers, paraplanners, and practice overall, ensuring our clients receive exceptional financial advice.Key...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including client data entry and case...
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including client data entry and case...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including client data...
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Financial Planning Assistant
4 weeks ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including client data...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including data entry and client file...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including adding client...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including adding client...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including adding client...
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Financial Planning Assistant
1 month ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth delivery of high-quality financial advice to clients.Key Responsibilities:Manage and process post-sale administration, including adding client...
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Financial Planning Assistant
1 week ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Senior Administrator to join our Financial Planning practice in Berkhamsted. This role will involve complex administration, including DB, IHT, Pension Transfer.Job OverviewTo provide financial planning support to advisers, paraplanners, and the practice, ensuring clients receive high-quality financial advice. Primarily, manage...
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Financial Planning Administrator
2 weeks ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Administrator to join our team at Blakemore Recruitment. This role will involve providing administrative support to our financial planning practice, ensuring the smooth operation of our business.Key Responsibilities:Manage and process post-sale administration, including adding client information to our...
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Financial Planning Assistant
2 months ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time**Job Overview**We are currently recruiting for a highly regarded financial services organization who are seeking a Senior Administrator to join their team. This role will include complex administrative tasks, including database management, inheritance tax, and pension transfer.Responsibilities and DutiesManage and process all aspects of post-sale...
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Financial Planning Assistant
2 months ago
Berkhamsted, Hertfordshire, United Kingdom Blakemore Recruitment Full time**Job Overview**We are currently recruiting for a highly regarded financial services organization who are seeking a Senior Administrator to join their team. This role will include complex administrative tasks, including database management, inheritance tax, and pension transfer.Responsibilities and DutiesManage and process all aspects of post-sale...