Employment Type : Full-Time
Job Description: Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes. You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems. Process new business for clien...
Employment Type : Full-Time
The salary scale for this position is 87,561 - 98,431 per annum based on a 36-hour working week. This is a fixed term role for 18 months with the possible opportunity to extend or make permanent subject to funding. We are excited to be hiring an Assistant Director to drive forward our extensive and ambitions plans to improve and transform services, relationships and outcomes for Surrey's children, families and schools for those with Additional N...
Employment Type : Full-Time
Job title: PA to Director Salary: c 35,000 Dependent on Experience Location: Eastleigh – Hybrid Work Environment Contract: 12 month Fixed Term Contract PA to Director: Ageas in Eastleigh are looking for a PA to Director to be responsible for providing professional PA support to our Customer Operations Director, as well as the other members of our executive team,. The PA to Director will ensure the smooth running of their personal and departmenta...
Employment Type : Full-Time
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons Playing an importan...
Employment Type : Full-Time
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy – and directly advise the owners and management teams leading them. We’ll broaden your horizons The Resourcing and ...
Employment Type : Full-Time
Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them. We’ll broaden your horizons Our greatest asse...
Employment Type : Full-Time
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team...
Employment Type : Full-Time
Hybrid working Salary bonus Established financial planning firm Our client is an established financial planning firm in Luton, and are well located for transport links and parking. The role focuses on supporting both the advisers and paraplanning and after a probation period, the role is office based with one day WFH per week. Duties will include booking meetings with clients, responding to enquiries, administration of pensions, assisting...
Employment Type : Full-Time
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the te...
Employment Type : Full-Time
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support. KEY RESPONSIBILITIES Administration support, preparing presentations & meeting preparation Assisting in producing letters Assisting in producing Presentations for meetings F...