financial planning administrator - rotherham Jobs - 1355
Financial Planning Administrator
mbf. - TN48BS
Employment Type : Full-Time
Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors. Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio o...
Financial Planning Administrator
The Eventus Recruitment Group - CH53DT
Employment Type : Full-Time
Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Chester, Cheshire. Working in the Client Support team, reporting to the Client Support Manager, you will be liaising closely with the team of IFA’s and Wealth Managers. You will provide support to ensure that clients and colleagues receive a professional service, and you will be expected to be able to use of several back-office systems ...
Financial Planning Administrator
The Eventus Recruitment Group - CW121LB
Employment Type : Full-Time
Eventus Recruitment Cheshire are seeking a Financial Planning Client Administrator to join a dynamic and fast-paced team in Congleton, Cheshire. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and...
Financial Planning Administrator
Bond Recruitment Ltd - SK71AH
Employment Type : Full-Time
Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their team and contribute to their mission of delivering exceptional financial planning services. Job Summary: As an IFA Administrator you will play a crucial role in providi...
Financial Planning Administrator
IDEX Consulting Ltd - Stamford
Employment Type : Full-Time
An opportunity has become available for a Financial Planning Administrator in Stamford 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 re...
Financial Planning Administrator
NJR Recruitment - Shrewsbury
Employment Type : Full-Time
Financial Planning Administrator Locations: Shrewsbury Salary: 22,000 - 25,000 Our Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The main aspect of ...
Financial Planning Administrator
Lime People Search & Select Ltd - S11AA
Employment Type : Full-Time
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business. Specifically you'll be responsible for the...
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
IDEX Consulting Ltd - London
Employment Type : Full-Time
An opportunity has become available for a Financial Planning Administrator in London to join a growing Independent Financial Advisory business. This organisation offers a vibrant working environment, lots of training and development, and full exam support. 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 adv...
Financial Planning Administrator
NJR Recruitment - Manchester
Employment Type : Full-Time
Financial Planning Administrator Manchester 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 growing t...