This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm.
In this varied role you will also be involved in tasks such as processing new business and the preparation of cases, submitting business to providers and processing fund switches.
This is a fantastic opportunity to join one of Manchester's leading Financial Advice firms, work on a hybrid basis and get all the training and development you could want.
They also have an excellent track record of promoting from within.
Posted by The Portfolio Group • £25K/yr to £26K/yr
We are looking for an administrator with excellent attention to detail and organisational skills, to provide support the WFP team.
This role sits within the Workforce Planning department and is a very fast paced role.
Portfolio are proud to be exclusively representing our award-wining, multinational HR & Employment Law services client in their search for an Administrator.
Financial Planning Administrator - Manchester, office based - up to £30K 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 is offering an exceptional package of company benefits (listed below)
You must have experience working in a financial planning administration or a pension administration role.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Huddersfield.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security.
With a friendly and consultative approach, clients are fully supported to reach their financial goals.
Our client based in Manchester is an independent financial advisory business with an award winning name and reputation.