Posted by Coburg Banks Limited • £27K/yr to £28K/yr
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
The Company: Nationally renowned IFA firm with a site in Dinnington looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
Key Production Planning Administrator Responsibilities
Assist with production planning and create production schedules to ensure timely order completion.
General
We are currently recruiting for a leading manufacturing company in their search for a Production Planning Administrator on a permanent basis.
This is a fantastic opportunity for a detail-oriented and proactive individual to join a dynamic Admin team, supporting the smooth running of daily operations.
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 national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Huddersfield.
You must have experience working in a financial planning administration or a pension administration role.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Hybrid/Home Working: Majority office-based initially with some WFH flex thereafter
Our client, a growing wealth management firm, are looking for a Paraplanner to join the business.
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE BASED OFFICE TWICE A MONTH
The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
Posted by POSTIFY LIMITED • £12.50/hr to £13.50/hr
They are looking for an Admin Assistant to support the business with all administrative duties; to be the contact between clients and suppliers, as well deal with all internal requirements.
Dealing with investors, brokers, solicitors and build teams they have multiple processes within the business that require strong administrative support.
Our Client is a property specialist who takes care of the full end-to-end process for property investors.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their team.
The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.
Key Responsibilities
Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.