The Person: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role and/or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified (training and support with exams will be provided).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
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.
To deliver high quality, robust and transparent decision making within tight time frames to ensure that the Planning Service is recognised as delivering an excellent planning service for all our customers.
General
DURATION/Hours: 3-month initial contract/ 36 hours a week
Posted by Mosaic Recruitment Ltd., • £22K/yr to £30K/yr
This is a great opportunity for someone who is an experienced Administrator and really wants to get involved in all aspects of administration and accounts.
We are currently seeking a confident, and proactive Administrator with excellent communication skills, a can do attitude and a flexible and adaptable approach to work.
The successful candidate will be working for a family business who work within both Fashion and Wedding Planning.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
As a Financial Planning Administrator, you will be undertaking typical administrative duties to provide excellent back office support and oversee the client journey from start to finish.
This Financial Planning Administrator job is well suited to career minded individuals with desire for a part-time position (happy to consider reduced hours or reduced days)
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management whilst maintaining excellent service to clients.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Godalming, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.