Posted by Pavilion Recruitment Solutions • £25K/yr to £30K/yr
Job Summary
The Financial Planning Administrator provides administrative support to the financial planning team, helping ensure efficient management of client portfolios and smooth day-to-day operations.
This role involves working closely with Financial Advisors to handle client requests, maintain accurate records, and contribute to delivering high-quality client service.
General
Prepare and maintain client files, ensuring all information is up-to-date and accurately stored.
Posted by Upgrade Recruitment Ltd • £28K/yr to £32K/yr
A well-established business services company in the West End of London near Piccadilly Circus is now looking for a Planner to join their Administration team.
You'll work with the Customer Service and Consultants team to manage their diaries and scheduling client visits.
This is an immediate start, permanent, hybrid position paying a salary of up to £32,000 for the right candidate.
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.
Posted by Blakemore Recruitment • £25K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Maidstone who are looking to recruit a Financial Planning Administrator
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Our very well established client in Weston-Super-Mare have an exciting opportunity for a Planning Administrator to join their team on a temporary basis with an opportunity for this to lead to a permanent job.