financial planning client administrator Jobs - 1013

Equals One - HP201RS

Employment Type : Full-Time

Financial Services Administrator Salary: 25,000 - 30,000 benefits Aylesbury, Buckinghamshire Office-based for initial training, followed by hybrid working opportunities - 3 days office/2 home based - provision for IT equipment Are you eager to build a thriving career in the financial services industry? We are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand. About us We ...

Premier Jobs UK Limited - BN180AG

Employment Type : Full-Time

This Financial Services Administrator job in Arundel is ideal for current Administrators within Financial Services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality servic...


Premier Jobs UK Limited - DL78AN

Employment Type : Full-Time

This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to de...

Premier Jobs UK Limited - NE11LE

Employment Type : Full-Time

This hybrid, Financial Services Administrator job in Newcastle is ideal for current Administrators within financial services keen to join a growing company which has exciting plans ahead! You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a qual...

KFS Recruitment - Farnham

Employment Type : Full-Time

This is a fantastic opportunity for a candidate with a good knowledge of financial services, to pursue your career working for a prestigious Chartered IFA practice that works closely with an impressive portfolio of UHNW individuals. Initial Role: Input client details onto Prestwood system New business administration Liaise with clients for new business information, Terms of Business, tax returns. File checking for completeness Liaise with produc...

KFS Recruitment - Farnham

Employment Type : Full-Time

Financial Planning Support Farnham 32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of Business, tax returns. · File checking for completeness · Liaise with product providers (e.g., for...

Artemis Recruitment Consultants Ltd - Brighton

Employment Type : Full-Time

We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Brighton. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administration and client liaison. The role will require use of different CRM systems and platforms (including Salesforce). Key Responsibilities: Provide a high level of technical and administrative support,...

Anderson Wright Consulting Ltd - CW47AJ

Employment Type : Full-Time

FINANCIAL PLANNING ASSISTANT –  HOLMES CHAPEL- 22500 - 28000 doe We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success. FINANCIAL PLANNING ASSISTANT ...

Macildowie Recruitment and Retention - Leamington Spa

Employment Type : Full-Time

THE OPPORTUNITY: Macildowie are currently recruiting for a Financial Services Administrator working for a business based in Lemington Spa. This role is responsible for providing efficient and effective administrative support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that our promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensu...

Heat Recruitment - B151TH

Employment Type : Full-Time

Location: Birmingham (Hybrid: 3 days from home, 2 in the office) Salary: 33,000 (flexible) Excellent Benefits & Bonus We’re working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who’s ready to step into a role that combines meaningful support, development opportunities, and rea...