financial planning admin Jobs - 1530
Financial Administrator/Trainee Paraplanner
Vero HR - PE36AB
Employment Type : Full-Time
About the opportunity: We are working as an internal recruitment partner for an established and reputable firm within the financial services sector. We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough. As the Trainee Paraplanner/Financial Planning Administrator , you will work closely with the Financial Planners and Advisors to provi...
Financial Planning Admin
IDEX Consulting Ltd - Essex
Employment Type : Full-Time
An opportunity has become available for a Financial Planning Admin in Essex to join a growing financial planning firm. 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 review dates on the back office system and monitor regularly Plan, book and prepar...
Financial Planning Administrator
Bond Recruitment Ltd - SK102XA
Employment Type : Full-Time
Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire. The role will require working both in the office and remotely. Comprehensive admin support to the financial advisers to include (but not limited to): Diary & email management Arranging appointments Client/third party communications by telephone and email Preparing letters and reports...
Financial Planning Administrator
Heat Recruitment - PE11AB
Employment Type : Full-Time
Financial Planning Administrator - Peterborough - Up to 35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages The Opportunity: During a period of growth, my clien...
Financial Planning Administrator
Equity and General - EC1M6BB
Employment Type : Full-Time
IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from 30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sales support as far as you can? Are you an administration manager in the making? This is a great oppor...
Financial Planning Administrator
mbf. - SW194EU
Employment Type : Full-Time
Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors. Key Responsibilities: Business Operations Initiate correspondence and collect precise data. Scrutinize infor...
Financial Planning Administrator
NJR Recruitment - Leeds
Employment Type : Full-Time
Financial Planning Administrator Leeds 22,000 - 25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support and liaising with their high net worth clients Duties will include: Reception duties Diary management...
Financial Planning Administrator
Heat Recruitment - DY117AB
Employment Type : Full-Time
Job Title: Financial Planning Administrator Location: Kidderminster Salary: up to 30,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise...
Financial Planning Administrator
NJR Recruitment - Wythenshawe
Employment Type : Full-Time
FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 Benefits Free Parking Up to 10% performance related bonus 25 days holiday 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical package NJR Recruitment are working in Partnership with a growing and ambitious firm of Financial Advisers based in South Manchester who are offering an exciting opportunity for an experienced IFA Administrator to join their gro...
Financial Planning Administrator
Heat Recruitment - SL98EL
Employment Type : Full-Time
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross. This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development. The role would suit a motivated professional, who can use their initiative and be able to prioritise work. Bene...