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.
Financial Planning Administrator - Sale, Greater Manchester, hybrid - up to £37K 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.
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.
Specifically you'll be responsible for the following:
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.
Our Client, a Financial Planning Practice based in North Manchester is currently looking to recruit an Administrator to join their stable and expanding team.
Our Client is looking for an ambitious and experienced Candidate to carry out a full administrative support function.
Working alongside one of the Directors who is also an Adviser, and providing additional support to a newly appointed Adviser (through internal promotion), the successful Candidate will work alongside a wider team of six Paraplanner's and four Administrators.
We are looking for someone with to prioritise workforce optimisation of tasks within the legal services department.
Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for a Scheduling Administrator.
The role sits within a busy, fast paced legal department and would be a great opportunity for an individual with prior scheduling experience, looking to expand their industry knowledge.
If you are an experienced Financial Planning Administrator who really enjoys the varied nature of the role, and with it the opportunity to suggest ideas for improvement to the client and adviser journey, then I've a role for you to consider.
This is flexible as it is essential they secure the right candidate so if the following appeals and you are seeking more please do pursue as this is negotiable.
The salary for this role would be £24,000 - £28,000 as a guide with additional benefits.