Employment Type : Full-Time
An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner Record annual rev...
Employment Type : Full-Time
Job Title: Financial Planning Administrator Location: Wilmslow, Flexible working; office attendance minimum 2 times per week (remote for the rest) Salary: Up to 30,000 per annum Benefits: Pension, Life Insurance (DIS), Income Protection, and Full Study Support towards Diploma in Financial Planning Hours: Full-time, part-time, or flexible hours to suit the right candidate Are you an organized, detail-oriented professional looking to grow your car...
Employment Type : Full-Time
Job Title: Financial Planning Administrator Industry: Wealth Management Location: Bristol Salary: 30,000 - 35,000 Job Reference: 9446 Job Description: Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client’s values and goals. As they continue to grow, they are looking for a passionate investment professio...
Employment Type : Full-Time
Job Advertisement: Financial Planning Administrator Location: Hybrid (In-Office and Work-from-Home flexibility, post-induction) Salary: 24,000 - 32,000 (dependent on experience and qualifications) About Us: Our client is a respected independent financial advice firm dedicated to helping clients make informed decisions across savings, investments, retirement planning, and mortgage and protection services. Part of a National Financial Services gro...
Employment Type : Full-Time
Some companies take retaining their staff seriously. They're more walk than talk. Take this firm. They're an acquisitive, growing financial planning business. And as they grow so do the opportunities they can offer their employees. People like you. We've worked with them on a range of positions. And a common theme has been that vacancies have arisen because of internal promotion, or they've invested in a trainee. Or if there is no short-term pro...
Employment Type : Full-Time
Job Advert: Financial Planning Administrator Location: near Warrington (WA4) Salary: up to 30,000 plus benefits Our client, a boutique firm of Chartered Financial Planners based near Warrington, is seeking a Financial Planning Administrator to join their team, supporting one of the company Directors. This role is ideal for someone with a passion for financial services, who thrives in a collaborative and client-focused environment. There will be ...
Employment Type : Full-Time
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Newcastle Under Lyme offices. With over 38 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers ...
Employment Type : Full-Time
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team. Working in modern office spaces that are a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams. This role gives great exposure, working closely with the Financial...
Employment Type : Full-Time
Financial Planning Administrator Macclesfield Salary 25,000 - 28,000 NJR Recruitment is representing a highly regarded and National Firm of Independent Financial Planners based in the Macclesfield area. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners. Due to internal progression, an exciting, and newly created opportunity is now available to jo...
Employment Type : Full-Time
Location - City of London Salary - 28,000 Role - Financial Planning Administrator Well established wealth management practice based in the City of London require an additional administrator to complement their existing team. Hybrid working 3 days in office. Ideally knowledge of Xplan would be desirable The Role; To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through ...