financial planning support administrator Jobs - 1078
Financial Planning Administrator
Recruit UK - Leicester
Employment Type : Full-Time
Job Title: Financial Planning Administrator Industry: Wealth Management Location: Leicester Salary: 25,000 - 30,000 Job Reference: 9308 Job Description: Recruit UK is offering an exciting opportunity for a skilled Financial Planning Administrator to join a leading financial planning firm in Leicester. This firm is renowned for delivering bespoke Financial Advice, and they are looking for a dedicated and experienced professional to become an inte...
Financial Planning Administrator
Capio Recruitment Financial Planning - ST58BQ
Employment Type : Full-Time
Job Title: Financial Planning Administrator Location: Stoke-on-Trent Salary: 28,000 - 30,000 The Company: The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals. Their friendly and helpful approach is highlighted by their outstanding client retention rate. With over 1 billion Assets Under Management this company is really taking a positive step within the...
Financial Planning Administrator
Pavilion Recruitment Solutions - SO140AB
Employment Type : Full-Time
Job Summary : The Financial Planning Administrator provides administrative support to the financial planning team, helping ensure efficient management of client portfolios and smooth day-to-day operations. This role involves working closely with Financial Advisors to handle client requests, maintain accurate records, and contribute to delivering high-quality client service. Key Responsibilities : Prepare and maintain client files, ensuring all i...
Financial planning administrator
Pertemps Leicester - Leicester
Employment Type : Full-Time
Job role: Financial Planning Administrator Salary: 23k-28k Location: Leicester Why Join Us? • Competitive salary • Workplace pension with provider and funds • 23 days holiday allowance, plus public holidays • Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year • Private medical scheme following successful completion of 6 months probation • Hybrid working up to 1 day a week from home in addition to flex...
Financial Planning Administrator
Brevere Group - Bury St. Edmunds
Employment Type : Full-Time
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...
Financial Planning Administrator
Brevere Group - Milton Keynes
Employment Type : Full-Time
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team. Duties for this role will include: To provide proa...
Financial Planning Administrator
CB3 Associates Ltd - York
Employment Type : Full-Time
The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team: Office Location: Central York Hybrid/Home Working: Yes - 3-days office, 2-days WFH Package: 27-29k base DOE annual bonus & full company benefits Holidays: 25 days holiday stats Working Hours:...
Financial Planning Administrator
Recruit UK - LE111AB
Employment Type : Full-Time
Job Title: Financial Planning Administrator Industry: Financial Services Location: Loughborough Salary: 25,000 - 29,000 Job Reference: 9325 Job Description: Recruit UK are looking for a financial planning administrator for our client based in Loughborough. This company is extremely client driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. ...
Financial Planning Administrator
Front Row Recruitment Ltd - Edinburgh
Employment Type : Full-Time
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Edinburgh team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients Assisting financial planners with new business submissions Working with the Financial Planners...
Financial Planning Administrator
Switch Recruitment - London
Employment Type : Full-Time
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and existing clients - Undertake client valuations and preparing documentation ahead o...