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.
Financial Planning Administrator - Manchester, hybrid - up to £35K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Planning Administrator - Manchester, office based - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client is offering an exceptional package of company benefits (listed below)
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.
Are you a diligent administrator with financial services experience, looking for a new role in a dynamic and supportive environment, offering long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Duties for this role will include
Obtain policy information, quotes, illustrations, and product details.
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:
Financial Planning Administrator - Leeds, hybrid - up to £34K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.