Financial Planning Administrator

Recruit Wealth are representing a highly successful Financial Planning business in Hertfordshire who are currently looking to recruit an experienced Financial Planning Administrator to their brilliant team. Our client is modern, technologically advanced and a highly ethical business where client outcomes are at the forefront of everything they do. They deal...

You will be working for a firm of independent financial advisers in our 64a High Street office in Harpenden. As a member of the administration team you will assist our IFAs and Mortgage Advisers in the preparation of files and records for clients. As well as documenting information in client files, you will be responsible for reporting accurate management...

**Wealth Management** **Overview** Due to an internal promotion to a full IFA Administrator, an opening has been created within the admin function supporting a team of Financial Advisors for an established wealth management company. Having worked with this Client for a number of years, wehave seen the organic growth within the Business which has now...

**excellent Bonus, hybrid working & study support** **Overview** Are you a Client Support Administrator with experience gained within Wealth management/Financial Planning looking to join a happy, fun-loving team where they invest in their people, and you are encouraged to bring your ideas forward? My client, establishedover two decades ago, are experienced...

Job Description: We are seeking a skilled Financial Planning Coordinator to join our client's established team. As a key member of the team, you will provide administrative support to successful Financial Planners, working in a strong team-focused environment where career development is encouraged.Key responsibilities include providing exceptional client...

**Sexton Financial Services - Harpenden** **Salary: £11.50 Per Hour** **Job Type: Temp to Perm initial 3 Months - Monday - Friday 9-5 (can be flexible)** Sexton Financial services is an independent financial advisors’ that has been in business for over 20 years. We pride ourselves on our customer service and this is proven by the number of repeat...

Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team in Harpenden.Job OverviewThis full-time hybrid role involves supporting and collaborating with senior financial advisors to create and implement client financial plans. Key responsibilities include:Producing technical reports and cash flow...

Artemis Recruitment Consultants Ltd is seeking an experienced Paraplanner/Assistant Financial Planner to join their team in Harpenden. This full-time hybrid working role offers a salary range of £35,000 - £50,000.Key ResponsibilitiesAssist senior advisers in creating and implementing client financial plans, deciding on advice and strategy.Conduct technical...

Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This...

Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business.You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support.This...

Our client is looking for a financial planning administrator to join their established team that supports successful Financial Planners of the business. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support. This...

About the RoleWe are seeking an experienced Compliance Officer to join our client's team in Hertfordshire. This is a fantastic opportunity for a highly skilled compliance professional to take on a senior role and contribute to the success of our client.Key Responsibilities:To oversee compliance, T&C and AML functions, ensuring the company operates within the...

Job Title: Financial Adviser Industry: Financial Services Location: Harpenden Salary: £50,000 Job Ref: 9414 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Harpenden. Company: This is a UK wide company, offering financial...

Job OverviewWe are seeking an experienced Paraplanner / Assistant Financial Planner to join our team at Artemis Recruitment Consultants Ltd in Harpenden. This is a full-time hybrid working role, primarily focused on supporting and working alongside one of the most senior and successful advisers at the firm.This opportunity offers a chance to transition into...

**plus excellent career path, study, hybrid working and company Benefits** My client is a very well-established financial management firm which due to its success and reputation has developed into one of the leading local financial advisory firms within Hertfordshire. As a result of their success, they are looking to strengthentheir paraplanning team with a...

Job DescriptionThis role involves providing administrative support to a senior financial adviser, focusing on creating and implementing client financial plans. The ideal candidate will have strong technical skills, excellent communication abilities, and experience working with financial software systems.The key responsibilities include:Technical report...

**plus excellent career path, study, hybrid working and company Benefits** My client is a very well-established financial management firm which due to its success and reputation has developed into one of the leading local financial advisory firms within Hertfordshire. As a result of their success, they are looking to strengthentheir paraplanning team with a...

**About us** We are professional, agile and innovative. Our work environment includes: - Modern office setting - Food provided - Work-from-home days - Growth opportunities Recruit Wealth are currently representing a highly respected, directly authorised Financial Planning practice, who now seek to appoint an experienced Financial Planner to strengthen...

The Harpenden Building Society have a new role of a Business Systems Administrator. Principal Duties: - To provide support, maintenance and administration of Core Business Systems (CBS) - Manage the procedural and technical aspect of the CBS use in the Society - Ensure the CBS availability to meet operational resilience requirements and the disaster...

Our client, a financial services provider in mortgages and savings, have an opportunity for a Mortgage Administrator to join their Mortgage Team, to service mortgage cases in Arrears and Forbearance, ensuring proactive management and delivery of the highestlevel of customer services. Our client is based in Hertfordshire and would like this role holder to be...