financial planning support administrator Jobs - 924
Financial Planning Administrator
Aspire Jobs - BH121JY
Employment Type : Full-Time
Location : Poole. Salary : Up to 27,500 depending on experience Hours: 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1 day per week) after a successful six-month probation. Benefits : 26 days holiday per year, with a further 3 days awarded by the time you reach 6 years’ service, Day off for your birthday, Company pension, Company Vision Days, Social events, Opportunities to represent the company at external events and networki...
Financial Planning Support
JohnstonGreer - EH21DY
Employment Type : Full-Time
IFA Administrator 25,000 to 32,000 plus benefits IFA Administrator required by this highly successful firm of Wealth Managers that provides advice to HNW Private Clients across investments and retirement planning. As the IFA Administrator you will be responsible for - new business including application processing servicing existing client records including database management compliance valuations and quotes client communications liaison with ex...
Financial Planning Administrator
NJR Recruitment - Crewe
Employment Type : Full-Time
BENEFITS | Company Pension (3% & 5%) Salary is circa. 28k which is negotiable, dependant on experience 23 Days Annual Leave Free onsite parking NJR Recruitment are currently working in Partnership with a well-established small company of Independent Financial Advisers based in a beautiful village around 6/7 miles from Crewe. They are now looking for a Financial Planning Assistant to join their Administration team to provide a high standard o...
Financial Planning Administrator
Exchange Street Claims & Financial Services - M332AF
Employment Type : Full-Time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. At this firm you can choose to work from home two days a week. And not only do you get to choose wheth...
Financial Planning Administrator
CB3 Associates Ltd - Leeds
Employment Type : Full-Time
The Company : A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team. Office Location: Central Leeds Hybrid/Home Working: No - 100% office-based Package: 25-28k base annual bonus and full company benefits: 25 days holiday stats, 5% pension, 2xDIS Private & Medical Insurance; plus a 35pm wellbeing allowance Bonus: Highly rew...
Sales Support Administrator - Financial Planning
Brevere Group - EC3A3AA
Employment Type : Full-Time
Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment with a client centric approach? If the answer to these questions is yes, this could be the ideal role for you. Due to continued success in providing fee based advice to HNW clients, this successfu...
Financial Planning Administrator
CB3 Associates Ltd - Chesterfield
Employment Type : Full-Time
The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: Office Location: Chesterfield Hybrid/Home Working: 100% office-based Package: 25-28k base discretionary bonus & full company benefits Key Benefits: 3% Pension Scheme, 4 x Death in Service, Health Cash Plan free parking on site Holidays: 25-day...
Financial Planning Administrator
CB3 Associates Ltd - S37AF
Employment Type : Full-Time
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team. Office Location: Central Sheffield Hybrid Working: Yes - Flexible across office/home working up to 2-days WFH Package: 25-27k base annual bonus and full company benefits: Flexi-benefits package on top inclusive of an auto-enrolled ...
HR Admin Assistant
Savills - PE15DD
Employment Type : Full-Time
Role Overview Savills culture is one of trust and respect, teamwork and collaboration. Our teams and our clients benefit when we work together, listening to and learning from each other. Above all, we value the motivation of our people. This is evidenced by our wellbeing offer, our capability to facilitate flexible working and our support to enjoy a healthy work life balance. You will be working in a fast paced team with a direct client group of...
Senior Administrator - Financial Planning
JohnstonGreer - FK70BD
Employment Type : Full-Time
Senior IFA Administrator To 34,000 plus benefits and bonus Financial Services Administrator required by this highly successful wealth management firm that provides advice across the full range of Private Client Investment and Retirement Planning. The business is hugely successful through the ongoing quality service that it provides to its High-Net-Worth client portfolio. This firm offers hybrid working. Working alongside a Financial Planning Dir...