23/04/2024 | Fulltime | Harrow | CV-Library | £27,000 - £30,000 / Year Client meetings and managing the Adviser’s diary. - Illustration requests. - Ensure that all financial planning client administration is carried out in accordance with the Firm's procedures. - Maintain client records on the company software and ensure the client and firm's files are well presented
Save for laterRegister your CV18/04/2024 | Fulltime | Harrow | CV-Library | £25,000 - £35,000 / Year Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on! My client is a boutique financial planning firm
Save for laterRegister your CV18/04/2024 | Fulltime | Harrow | CV-Library | £40,000 - £45,000 / Year Information, address inquiries, and assist in the financial planning process. Data Management Maintain accurate and up-to-date client records and financial data in our systems. Compliance Ensure that all financial plans and recommendations adhere to regulatory and compliance standards. Collaboration
Save for laterRegister your CV12/04/2024 | Fulltime | Harrow | CV-Library | £30,000 - £35,000 / Year Of the Manager and within the financial plans • To allocate staff to provide client visits effectively by ensuring that staff are matched to clients by taking account of the client’s preferences and care and clinical needs • Monitor the allocation of staff to maximise efficiency whilst supporting them
Save for laterRegister your CV04/04/2024 | Fulltime | Harrow | CV-Library | £38,000 - £43,000 / Year Staff - Conduct staff supervision and annual staff appraisals for all heads of department - Develop staff to their full potential ensuring succession planning for the service - Ensure multidisciplinary team working is embedded in the service - As Registered Manager you will lead in the delivery of our
Save for laterRegister your CV11/01/2024 | Fulltime | Harrow | CV-Library | £45,000 - £70,000 / Year Lasting relationships. Accounts & Audit manager Position Overview Plan and lead end-to-end execution of audit engagements, including fieldwork coordination, team supervision, and partner/client reporting Manage on-site audit teams through planning, execution, and completion stages Prepare financial
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