Financial Planning Administrator
7 days ago
The Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in Birmingham. The Financial Planning Administrator will and schedule and co-ordinate client meetings and will support compliant new business submissions by completing and distributing all relevant internal and external documentation; actively managing the progress of such submissions and ensuring the CRM system is updated correctly. The Financial Planning Administrator will act as the primary interface for client queries from both internal and external clients together with third party providers and work with a varied client base. The Financial Planning Administrator will be responsible for the preparation of client review reports, issuing Financial Planning recommendation reports and processing withdrawal requests. Liaising with third parties regarding letters of authority; requesting policy information, fund switches and instructing transfers of stock and/or cash. The Candidate Financial Services Administration experience – ideally IFA Administration, Financial Planning, Wealth Management or Investment Management. Experience of Xplan - useful. An appreciation of compliance and regulatory knowledge. Experience using client management systems / financial planning tools. Ability to use Microsoft Word and Excel and demonstrate excellent written skills. Competent administration of investment and advised products.
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Senior Financial Administrator
2 weeks ago
Birmingham, United Kingdom Affinity Financial Planning Full timeJob description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...
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Financial Advisor
3 weeks ago
birmingham, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Planning Administrator
1 week ago
Birmingham, Birmingham, United Kingdom JJ SEARCH LIMITED Full time £20,000 - £30,000 per yearThe Company:A well respected and professional financial planning firm with ambitious growth plans.The Role:The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is based in...
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Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom mbf. Full time**Financial Planning Administrator - Birmingham - Salary to £25,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Birmingham. The organisation is well...
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Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom mbf. Full time**Financial Planning Administrator - Edgbaston, Birmingham - Salary up to £28,000 plus Bonus and Benefits** MBF are currently working with one of the West Midlands' leading Financial Planning Organisations to recruit an experienced Financial Planning Administrator. The company are true Lifestyle Financial Planners and specialise in providing holistic,...
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Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom mbf. Full time**Financial Planning Administrator - Birmingham - Salary to £30 ,000 plus Bonus and Benefiits (potentially negotiable)** MBF are currently working with a well established, national Wealth Management Organisation who are currently in the market to recruit a Financial planning Administrator to join their growing team. **The role**: - The role will be...
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Senior Financial Planning Administrator
3 days ago
Birmingham, United Kingdom WEALTHLINK RECRUITMENT LTD Full timeSenior Financial Planning Administrator Location – Edgbaston, Birmingham Salary £26,000 – £32,000 Duration: Permanent, Full time or Part Time We are working with an IFA firm based in Birmingham who are looking to bring on a Senior Financial Planning Administrator. In the role you will work closely with Financial Advisers to provide a high quality and...
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Trainee Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom Ortus Psr Full time**Trainee Financial Planning Administrator** **Location: Birmingham** **Salary: £16,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain...
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Financial Planning Administrator
5 days ago
Birmingham, United Kingdom JJ SEARCH LIMITED Full timeThe Company: A well respected and professional financial planning firm with ambitious growth plans. The Role: The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners. This role is...
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Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom MI Search Ltd Full timeThis national IFA firm is currently seeking a Financial Services Administrator in Birmingham (part office / part home based). In this role you will work alongside highly experienced IFA's and provide them with administration support. You will be involved in liaising with product providers and obtaining new business quotes and valuations, undertaking product...