Support planning professionals with administrative, coordination and organisational requirements.
We are working with a private planning consultancy who are looking for a Project Administrator to add to their fast-growing team.
They have a wide variety of clients including public and private sector which offers a fantastic opportunity to develop your skill set within a permanent role.
A fantastic opportunity has arisen for a Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.
You will join a dynamic team of support staff who work together to support a small team of busy holistic financial planners.
We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Financial Planning Administrator - Manchester, hybrid - up to £32K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
We are currently working with a National Financial Planning organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Financial Planning Administrator - Leeds, hybrid - up to £32K plus excellent company benefits
Our client are a highly reputable Financial Planning organisation with offices across the UK.
This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in York.
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.
Posted by IDEX Consulting Ltd • £30K/yr to £34K/yr
IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their growing team.
This role gives great exposure, working closely with 2 Financial Planners who have been with the business for a long time and are very well regarded across the business.
Recently moved in to brand new offices, just a short walk from the city center train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.
Posted by BWD Search & Selection • £28K/yr to £34K/yr
We're seeking a dedicated Client Administrator to join our Financial Planning team in Leeds.
You'll provide full administrative support to Financial Planners and build strong client relationships, ensuring a positive and seamless client experience.
Are you an ambitious individual looking to excel in the financial planning sector?
Posted by The Portfolio Group • £26K/yr to £28K/yr
We are looking for a strong 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 a Senior Administrator.