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 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.
The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team.
Posted by Upgrade Recruitment Ltd • £28K/yr to £32K/yr
A well-established business services company in the West End of London near Piccadilly Circus is now looking for a Planner to join their Administration team.
You'll work with the Customer Service and Consultants team to manage their diaries and scheduling client visits.
This is an immediate start, permanent, hybrid position paying a salary of up to £32,000 for the right candidate.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.