Financial Planning Administrator

3 weeks ago

Rotherham South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion.
Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Illustration requests
Ensure that all financial planning client administration is carried out in accordance with internal procedures
Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
Taking phone calls, enquiries and requests and handling them where appropriate
General back-office support using IO software
25 days holiday plus bank holidays
~ Annual salary review
~ Staff awards
~ In-house academy, professional development
~ Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
~ Holiday Purchase Scheme
~ Life Assurance
~ Pension
~ Please apply to us here at Recruit Wealth for an immediate response.

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    3 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    3 weeks ago

    Rotherham, South Yorkshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    4 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    4 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    2 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    4 weeks ago

    Rotherham, United Kingdom Recruit Wealth Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    3 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    3 weeks ago

    Rotherham, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...

  • Financial Planning Administrator

    4 weeks ago

    Rotherham, United Kingdom MI Search Ltd Full time

    This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham. 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...

  • Financial Planning Administrator

    4 weeks ago

    North Yorkshire, United Kingdom Search Consultancy Full time

    Financial Planning Administrator North Yorkshire / Teesside Salary - £22,000 - £30,000 plus bonus, pension, exam support, training, free parking I am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Advice organisation providing guidance to their clients around a variety...

  • Planning Administrator

    4 weeks ago

    Doncaster, South Yorkshire, United Kingdom Institute of the Motor Industry. limited Full time

    Find jobs in the automotive retail industry Perm position, free parking on site, growing and busy manufacturing company, modern work facilitiesWe are looking to recruit a Planning Administrator for a Vehicle Manufacturing business based in Doncaster, this role requires you to collate and plan resource effectively for different departments throughout the...

  • Financial Planning Administrator

    2 weeks ago

    Witney, South East, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...

  • Independent Financial Adviser

    3 weeks ago

    South Yorkshire, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Dewsbury/South Yorkshire** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals...

  • Financial Planning Administrator

    3 weeks ago

    Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible...

  • Financial Planning Administrator

    2 weeks ago

    Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be responsible...