Average Financial Assistant salary in Berkhamsted

Financial Planning Assistant Leading Wealth Management Firm £30,000 - £35,000 + Benefits + Hybrid Working Are you an experienced Financial Planning Administrator with a passion for complex casework and high-quality client service? We’re working in partnership with a highly respected, forward-thinking Wealth Management firm that is looking to expand its support team with the addition of a Financial Planning Assistant. This is a fantastic opportunity for an experienced Financial Services professional to join a business that is a leading company in the Hertfordshire area. You'll play a pivotal role in supporting financial planners and paraplanners in delivering top-tier advice and service to clients.The Role:As a Financial Planning Assistant, you will be responsible for managing and processing all post-sale administration and you’ll be involved in complex cases including Defined Benefit transfers, IHT planning, and pension administration. Post-sale administration and client onboarding Gathering documentation for LOAs and illustrations Organising and preparing for client meetings and compiling compliance paperwork New Business administration Maintaining client files via IO Supporting paraplanners with administrative tasks and assisting in basic report writing Acting as a key liaison with clients and providers, including complaint handling where required Mentoring junior team members of the team Role Requirements: Essential: Minimum 2 years' experience in a Financial Planning / Wealth Management firm Working knowledge of platforms and a back office system Experience processing new business and managing pipeline cases Excellent written and verbal communication skills. Desirable: Experience supporting DB Pension Transfer and IHT cases. Progression towards Level 4 Diploma (CII or equivalent Why Join? ???????Join a well-established firm with an excellent reputationOpportunities to mentor others?????Hybrid working and flexibility offeredOption to buy additional holiday, plus 25 days of annual leave allocated to you If you’re an experienced financial planning administrator ready to step into a more technical, specialist role, we want to hear from you. Apply now or contact us directly for a confidential discussion.

We are seeking an experienced Financial Adviser / Wealth Manager to join our client. You must hold the Level 4 qualification via CII or equivalent, be a clear communicator with a detailed understanding of financial planning and wealth management You will be able to forge relationships with a variety of clients ensuring to build trust by providing excellent financial advice in a professional manner assisting clients to achieve their financial goals by creating detailed strategies. Conduct in depth reviews of clients financial situation and monitor this to ensure recommendations are appropriate and achievable Assist in business development by requesting referrals etc Participate in CPD to ensure your knowledge is up to date in order to react to any changes in legislation This is an exciting time to join the company as they experience growth Benefits include: £45K - £60K basic DOE Generous bonus and commission scheme Pension scheme Private medical Insurance

Job: Assistant Financial Controller Location: Berkhamsted, Hertfordshire Salary: 60k-80k FTC (dependant on experience) Length of contract: 6 months An exciting opportunity has arisen for a seasoned Assistant Financial Controller to join a dynamic team in Berkhamsted. Responsibilities include: Ownership of unreconciled accounts, ensuring completion and accuracyIdentify areas for process improvementCollaborate and business partner with other business unitsAssist the Financial Controller in ensuring a smooth audit processLead the redesign of the month-end closing processGuide and mentor junior members of staffWork closely with executive team The ideal candidate will have: ACA/CIMA/ACCA qualifications or equivalentProven track record in a fast pace environment with the ability to work well under pressureStrong knowledge of Excel and financial systemsExperience with audit process and month-end closing proceduresAbility to work independently and within a team The client is offering 60k-80k (depending on experience) and offers hybrid work. What's next: Ready to take the next step in your career? Apply now! Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates