financial planning client administrator Jobs - 1237
Financial Planning Administrator
Clever-HR - BA10EJ
Employment Type : Full-Time
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work wit...
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
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
Capio Recruitment Financial Planning - RH138LN
Employment Type : Full-Time
Job Title: Financial Planning Administrator Location: Horsham Salary: Up to 30,000 per annum (pro-rata for part-time) Employment Type: Full-time or Part-time Job Description: We are seeking a motivated and detail-oriented Financial Planning Administrator to join our team based outside of Horsham. The successful candidate will play a key role in supporting our financial planning operations, ensuring smooth and efficient administrative processes. ...
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
Reed - EH23BN
Employment Type : Full-Time
Join Our Clients Team in Edinburgh: Your Opportunity to Shine in Financial Planning Administration! Are you ready to be the backbone of a thriving financial advisory service? Our client is seeking a meticulous and proactive Financial Planning Administrator to join their Edinburgh office. Dive into a role where you are the face and voice of their company, delivering the exceptional service level that their clients deserve. The Role: P...
Financial Planning Administrator
O'loughlin Recruitment Ltd - Glasgow
Employment Type : Full-Time
My client is one of Scotland’s most well-known Independent Financial Adviser firm’s and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office. You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer ...
Financial Planning Administrator
The Eventus Recruitment Group - BL15BP
Employment Type : Full-Time
Eventus Recruitment are seeking an experienced IFA Administrator to join a successful IFA / Financial Planning business based in Bolton, Greater Manchester. This is a great job opportunity to join an established and successful company with big growth plans. You will benefit from a supportive team, hybrid working with 2 days remote, loyalty bonus of c 6,000 payable after 2 years of service, team bonuses and an excellent pension. Role responsibili...
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
Recruit Wealth - Ely
Employment Type : Full-Time
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Cambridgeshire offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers ...