We have other current jobs related to this field that you can find below

  • Senior Financial Services Administrator

    4 weeks ago

    , , United Kingdom Reed- UNLIMITED Full time

    Part Time / Full Time Position Within a Firm of Financial Advisers specialising in Life, Pensions and Investment advice, based in the heart of Lichfield, the opportunity has arisen for a Senior Administrator. You will liaise with clients, providers and other staff on a daily basis and be responsible for managing the Auto Enrolment process for clients and...

  • Financial Advisor

    3 days ago

    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Financial Advisor

    2 weeks ago

    United Kingdom Financial Divisions Full time €100,000

    Employed/Self-Employed Financial Advisors - On-Target Earnings: £100k+ Hybrid - Whiteley, Marlow, Tunbridge Wells, Bournemouth, Southampton, and Hampshire. Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to...

  • Financial Planner

    4 days ago

    United Kingdom Financial Divisions Full time €70,000 - €80,000

    Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher My client are an independent wealth planning firm with offices near Claygate/Esher. I have met the Directors and got to know their business very well and their plans for the future. They offer whole of...

  • Senior Financial Paraplanner

    1 day ago

    United Kingdom Financial Divisions Full time

    FULLY CLIENT FACING SENIOR PARAPLANNER ( 2 roles available)-London To c£45/55k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...

  • Senior Financial Paraplanner

    2 days ago

    United Kingdom Financial Divisions Full time

    FULLY CLIENT FACING SENIOR PARAPLANNER ( 2 roles available)-London To c£45/55k , study to complete Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the...

  • Financial Service Planner

    4 days ago

    United Kingdom Financial Divisions Full time €70,000 - €80,000

    Financial Planner – manage existing HNW clients (£500k - £1m) – 2 years of advising experience required - Boutique IFA firm – Near Claygate/Esher They offer whole of market financial advice to HNW retirees, entrepreneur’s, accumulators, local families and SME owners based across Surrey, Hampshire, Sussex, Kent and London. They do look after the...

  • Senior Financial Advisor

    1 day ago

    United Kingdom Recruit UK | Certified B Corp™ Full time €75,000

    Job Title: Senior Financial Adviser - Manager Industry: Financial Services Location: Buckinghamshire Salary: £75,000 Job Ref: 9234 Job Description: Senior Financial Adviser - Manager Recruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in...

  • Senior Financial Advisor

    2 days ago

    United Kingdom Recruit UK | Certified B Corp™ Full time €75,000

    Job Title: Senior Financial Adviser - Manager Industry: Financial Services Location: Buckinghamshire Salary: £75,000 Job Ref: 9234 Job Description: Senior Financial Adviser - Manager Recruit UK are working on an excellent opportunity for a Senior Financial Adviser - Manager to join a well-established UK Financial Advice company with offices in...

  • Financial Planning Administrator

    1 week ago

    United Kingdom mbf Full time €35,000 - €40,000

    Financial Planning Administrator Location: London (Hybrid: 3 days in the office, 2 days from home) We are partnering with a highly regarded professional services firm based in London to recruit a Financial Planning Administrator. About the Firm: This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting...

  • SENIOR PARAPLANNER

    1 day ago

    United Kingdom Financial Divisions Full time €55,000

    SENIOR PARAPLANNER ( Client facing opportunity)-St Albans area-To c £55k, very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner...

  • SENIOR PARAPLANNER

    2 days ago

    United Kingdom Financial Divisions Full time €55,000

    SENIOR PARAPLANNER ( Client facing opportunity)-St Albans area-To c £55k, very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner...

  • Senior Projects Administrator

    2 days ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service. To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge. Prioritising...

  • Senior Projects Administrator

    2 weeks ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service. To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge. Prioritising...

  • Administrator - Financial Services

    1 day ago

    United Kingdom Harper Evans Recruitment Full time

    Are you an experienced administrator with a strong background in financial services? If you're seeking a role in a well-established local company, this could be perfect for you. Based in the charming area of Wimborne Minster, Dorset, this Mortgage Administrator position offers the chance to stay close to home, avoiding a hectic commute. In this role,...

  • Administrator - Financial Services

    2 days ago

    United Kingdom Harper Evans Recruitment Full time

    Are you an experienced administrator with a strong background in financial services? If you're seeking a role in a well-established local company, this could be perfect for you. Based in the charming area of Wimborne Minster, Dorset, this Mortgage Administrator position offers the chance to stay close to home, avoiding a hectic commute. In this role,...

  • Senior Project Administrator

    1 week ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service.To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge.Key...

  • Senior Project Administrator

    3 days ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service. To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge. Key...

  • Senior Project Administrator

    2 days ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service. To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge. Key...

  • Senior Project Administrator

    2 weeks ago

    United Kingdom The FISER Group Full time

    A leading UK Pension Consultancy are looking for a Senior Project Administrator to join their Scheme Administration service.To apply for this role you will ideally have experience working in a similar position, or will have a strong technical background in Pension administration and are looking for a project based role for a new challenge.Key...

Senior Financial Administrator

2 months ago

United Kingdom Recruitment South East Full time
Financial Planning Support Administrator

The Financial Planning Support Administrator is responsible for providing comprehensive administrative and operational support to the financial planning team. This role ensures efficient client onboarding, account management, data maintenance, report generation, and overall client service delivery.

Key Responsibilities:

Client Onboarding and Account Management:
- Onboard new clients, complete anti-money laundering (AML) checks, and verify identification documents.
- Work with relevant product providers to obtain accurate policy information by sending letters of authority for valuations and new business.
- Submit new business applications for client transfers, contributions, withdrawals, and general investment payments.

Data Management and Reporting:
- Maintain all internal systems, ensuring the accuracy and integrity of client data.
- Complete tasks and activities in line with company policies and procedures.
- Input client data into financial planning software programs and maintain updated client profiles.
- Prepare and coordinate review documentation, to enable Financial Planners to deliver comprehensive annual reviews to clients.

Administrative Support and Client Service:
- Liaise with clients during the new business process and account opening.
- Attend client meetings when required.
- Keep comprehensive notes to ensure recommended business is followed through.
- Keep clients up-to-date and proactively deal with any issues that may arise when opening accounts and transferring investments.
- Ensure agreed action points are diarized, actioned, and completed as per business processes.
- Support Financial Planners through the maintenance of client portfolios and records

Team Collaboration and Compliance:
- Liaise with the junior administration team in collating policy information to produce planning documents.
- Check that all compliance paperwork is present (alongside the Administration team).
- Liaise with the administration team to maintain accurate client records on the back-office system, platforms, and other IT systems (e.g., cashflow and risk profiler).
- Support the Operations Manager in the production of management information (MI) and compliance reporting.
- Participate in team projects to develop workflow and company filing systems.

Qualifications and Skills:
Proficient or some experience in using Intelliflo (IO) and Office/Teams
Knowledge of Platforms such as Transact/Fidelity/Elevate etc.
Strong organizational and time management skills
Excellent attention to detail and accuracy
Effective communication and interpersonal skills
Ability to work independently and as part of a team
Knowledge of financial regulations and compliance requirements