Posted by The Eventus Recruitment Group • £30K/yr to £32K/yr
Eventus Recruitment Cheshire are seeking an experienced Financial Planning Administrator to join a very successful IFA and Financial Planning business based in Stockport, Greater Manchester.
You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
This is a great job opportunity to join an established and successful company.
This highly respected financial planning firm is currently seeking an experienced financial planning administrator to join its team in Stockport.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
We are seeking to recruit a professional office administrator to join our administration team on a part time basis (2 days) which can be worked flexibly.
If so, we are currently seeking a highly motivated office administrator to join our friendly office in Bury.
Are you a friendly, resourceful and organised person?
We are seeking a motivated and detail-oriented Administrator to join our team.
No prior experience is necessary; we are looking for a candidate with a positive attitude, a willingness to learn, and the ability to adapt in a dynamic administrative role.
This is an entry-level position designed for someone looking to start their career in an office environment.
Specialising in pensions and retirement planning, they advise on income withdrawal management, tax, wealth management, providing all round financial well-being and security for thier clients.
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.
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.