Bond Recruitment is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.
Role overview
To assist Paraplanners and Advisers with the processing of cases.
To provide an effective and efficient administration service to the Advisers and Head Office as required.
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.
We are seeking a Planning Administrator to join our client's team in Whitchurch.
Are you an experienced administrator looking for an opportunity to join a creative, dynamic and environmentally-conscious production company?
With a strong focus on sustainability and the environment, this is a unique opportunity to be part of an organisation that is making a positive impact.
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead 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 client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds.
The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation.
To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines.
Reed Business Support are exceptionally excited to be representing a Globally Established company in their search for a Senior Administrator/Planning Coordinator.
Based in Rotherham, this is an excellent opportunity for somebody with a strong background in Admin to level up their experience and join a wonderful company!
We are seeking to appoint a new Planning Manager who will be pivotal in shaping and delivering high-quality developments, contributing to the new strategic plan, building new relationships, and supporting development in housing and regeneration.
The Opportunity: An exciting period of change and growth is underway in areas such as planning, regeneration, and housing.
This is a great opportunity for an individual to take a step up' in their career and join at a time where they can really influence the direction of the department and support strategic decision-making.