We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking an Administrator to join their busy team.
Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with telephone enquiries, prepare valuations and other letters, all the while promoting the company's services in a professional and compliant manner.
Key Responsibilities
Prepare application forms and paperwork for clients to complete.
As an Financial Planning Administrator you will play a crucial role in providing administrative support to the financial planning team.
General
With a strong commitment to providing holistic and tailored financial solutions, they are seeking an Financial Planning Administrator to join their team and contribute to their mission of delivering exceptional financial planning services.
Our client is a well-established financial planning practice in Stockton Heath dedicated to helping individuals and families achieve their financial goals.
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 to deliver your workflow responsibilities.
As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.
General
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.
Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals.
Bond Recruitment is recruiting a Financial Planning Administrator on behalf of our client, a well-established financial planning firm in Macclesfield, Cheshire.
Comprehensive admin support to the financial advisers to include (but not limited to):
The role will require working both in the office and remotely.
The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office.
A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.
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.
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.
Specifically you'll be responsible for the following: