Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
As a Financial Planning Administrator, you will be undertaking typical administrative duties to provide excellent back office support and oversee the client journey from start to finish.
This Financial Planning Administrator job is well suited to career minded individuals with desire for a part-time position (happy to consider reduced hours or reduced days)
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management whilst maintaining excellent service to clients.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator.
They are committed to creating a positive and engaging work environment and place significant emphasis on their private client and financial planning arm.
About the Firm: This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting solutions.
They are situated in plush modern offices based in the heart of the city and are looking to recruit a Financial Planning Administrator to join their hugely social team.
We are delighted to be working in partnership with one of the leading Financial Planning businesses in Central London.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.