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 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.
Eventus Recruitment Cheshire are seeking a Financial Planning Administrator to join a and fast-paced team near Chester, Cheshire.
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.
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.
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.
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.