Current jobs related to Financial Planning Administrator - Wakefield, Wakefield - Recruit UK | Certified B Corp™
-
Paraplanner/Technical Administrator
2 weeks ago
Wakefield, Wakefield, United Kingdom Lime Search & Select Ltd Full timeJob DescriptionWe are currently recruiting for a family practice of a leading Financial Services Company, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth Management, Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning.We are seeking an...
-
Paraplanner/Technical Administrator
2 weeks ago
Wakefield, Wakefield, United Kingdom Lime Search & Select Ltd Full timeJob DescriptionWe are currently recruiting for a family practice of a leading Financial Services Company, specialising in providing sound Financial Advice to both Businesses and Individuals Nationwide, across Wealth Management, Investment Management, Retirement Planning, Mortgages, Insurance, Estate Planning and Corporate Financial Planning.We are seeking an...
-
Financial Planning Assistant
1 day ago
Wakefield, Wakefield, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning Support RoleWe are seeking an experienced Technical Administrator/Paraplanner to support our Financial Advisers in a family practice of a leading Chartered Financial Planning firm. The successful candidate will be responsible for providing administrative support to 4 Financial Advisers and the Office Manager.Key Responsibilities:Research...
-
Financial Planning Assistant
1 day ago
Wakefield, Wakefield, United Kingdom Lime Search & Select Ltd Full timeFinancial Planning Support RoleWe are seeking an experienced Technical Administrator/Paraplanner to support our Financial Advisers in a family practice of a leading Chartered Financial Planning firm. The successful candidate will be responsible for providing administrative support to 4 Financial Advisers and the Office Manager.Key Responsibilities:Research...
-
Financial Administrator
3 weeks ago
Wakefield, Wakefield, United Kingdom Wakefield Grammar School Foundation Full timeFinancial Administrator (Fixed Term and Full Time)Wakefield Grammar School Foundation is seeking a highly motivated and organized Financial Administrator to join our dynamic team.The successful candidate will work closely with the finance team to provide administrative support and ensure the smooth operation of our finance department.Key...
-
Senior Financial Planning Specialist
1 month ago
Wakefield, Wakefield, United Kingdom Fortem People Limited Full timeJob OverviewFlexible Working Options AvailableFortem People Limited is seeking a Self-Employed Financial Planning Specialist to collaborate with our esteemed Wealth Management partner.Position Objective: To assist the Practice in guiding and advising clients on financial strategies, plans, and products, while managing technical tasks, illustrations, and...
-
Financial Services Administration Supervisor
1 month ago
Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full timeCompany Overview: Lime People Search & Select Ltd is a reputable firm specializing in Independent Financial Advisory services, dedicated to delivering tailored financial solutions to both individual clients and businesses. Position Summary: We are currently in search of a Financial Services Administration Supervisor to lead our Administration team. This role...
-
Financial Planning Specialist
2 weeks ago
Wakefield, Wakefield, United Kingdom Pratap Partnership Full time**About Pratap Partnership**Pratap Partnership is a dynamic and forward-thinking company that offers a unique opportunity for individuals to grow their careers in the financial services industry. Our company is committed to providing a supportive and collaborative work environment that fosters professional development and success.**Job Summary**We are...
-
Financial Planning Assistant
3 days ago
Wakefield, Wakefield, United Kingdom Oval Recruit Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Oval Recruit. As a key member of our Financial Advisory practice, you will provide technical support to our Advisors and be involved in research, analysis, and reporting on tailor-made client solutions.Key Responsibilities:Conduct in-depth research and analysis to produce...
-
Financial Planning Assistant
3 days ago
Wakefield, Wakefield, United Kingdom Oval Recruit Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Oval Recruit. As a key member of our Financial Advisory practice, you will provide technical support to our Advisors and be involved in research, analysis, and reporting on tailor-made client solutions.Key Responsibilities:Conduct in-depth research and analysis to produce...
-
Financial Planning Specialist
2 weeks ago
Wakefield, Wakefield, United Kingdom Sharp Consultancy Full time**Commercial Finance Analyst Opportunity at Sharp Consultancy**We are seeking a highly skilled Commercial Finance Analyst to join our team at Sharp Consultancy, a leading marketing business based in Wakefield. As a Commercial Finance Analyst, you will play a key role in supporting our senior finance team by producing financial reports and providing...
-
Financial Planning Assistant
2 weeks ago
Wakefield, Wakefield, United Kingdom NJR Recruitment Full timeJob Summary NJR Recruitment is thrilled to be working with a leading National Wealth Management firm, who is now seeking an experienced and talented Paraplanner to join their team. This is a fantastic opportunity for someone wanting to join and further their career with a well-respected Financial Planning practice. With full study support and a personalized...
-
Financial Planning Assistant
2 weeks ago
Wakefield, Wakefield, United Kingdom NJR Recruitment Full timeJob Summary NJR Recruitment is thrilled to be working with a leading National Wealth Management firm, who is now seeking an experienced and talented Paraplanner to join their team. This is a fantastic opportunity for someone wanting to join and further their career with a well-respected Financial Planning practice. With full study support and a personalized...
-
Financial Planning Assistant
2 weeks ago
Wakefield, Wakefield, United Kingdom NJR Recruitment Full timeJob Summary NJR Recruitment is seeking an experienced and talented Paraplanner to join a National Wealth Management firm based in Wakefield. This is a fantastic opportunity for someone looking to further their career with a leading Financial Planning practice. About the Role This is a varied, fast-paced, and demanding role that requires the ability to work...
-
Financial Planning Assistant
2 weeks ago
Wakefield, Wakefield, United Kingdom NJR Recruitment Full timeJob Summary NJR Recruitment is seeking an experienced and talented Paraplanner to join a National Wealth Management firm based in Wakefield. This is a fantastic opportunity for someone looking to further their career with a leading Financial Planning practice. About the Role This is a varied, fast-paced, and demanding role that requires the ability to work...
-
Financial Planning Assistant
1 day ago
Wakefield, Wakefield, United Kingdom Oval Recruit Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Oval Recruit. As a key member of our Financial Advisory practice, you will provide technical support to our Advisors and be involved in research, analysis, and reporting on tailor-made client solutions.Key Responsibilities:Conduct in-depth research and analysis to produce...
-
Financial Planning Assistant
1 day ago
Wakefield, Wakefield, United Kingdom Oval Recruit Full timeParaplanner OpportunityWe are seeking a skilled Paraplanner to join our team at Oval Recruit. As a key member of our Financial Advisory practice, you will provide technical support to our Advisors and be involved in research, analysis, and reporting on tailor-made client solutions.Key Responsibilities:Conduct in-depth research and analysis to produce...
-
Financial Planning Associate
1 month ago
Wakefield, Wakefield, United Kingdom Fortem People Limited Full time £35,000Position Overview:We are seeking a Self-employed Paraplanner to collaborate with our esteemed Wealth Management partner, Fortem People Limited.Role Objective: To assist the Practice in guiding and advising clients on their financial strategies, plans, and products, while managing the technical tasks, illustrations, and reports.Key...
-
Administrative Assistant
2 weeks ago
Wakefield, Wakefield, United Kingdom Lime People Search & Select Ltd Full timeAbout the Role:Lime People Search & Select Ltd is seeking a highly organized and detail-oriented Sales Support Executive to join our team. As a Sales Support Executive, you will be responsible for providing administrative support to our network of Independent Financial Advisors (IFAs).Key Responsibilities:Process and monitor new business applicationsInput...
-
Wakefield, Wakefield, United Kingdom Publicis Groupe Full timeJob SummaryWe are seeking a highly skilled Senior Financial Business System Analyst to join our Financial Systems team at Publicis Groupe. As a key member of our team, you will be responsible for the implementation and support of our financial planning and sales compensation functions.Key ResponsibilitiesImplement and maintain our financial forecasting tool,...
Financial Planning Administrator
3 months ago
Is this the role you are looking for If so read on for more details, and make sure to apply today.
Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.
They are seeking a highly motivated and experienced financial planning administrator to join their growing team. In this vital role, you will support their Financial Advisers with a wide range of duties.
These include but aren't limited to processing new client applications, maintaining client records, liaising with third-party providers, assisting with investment transactions, and preparing reports.
Benefits:
Salary up to £25,000 per year.
Long-term career opportunity – with the opportunity to step into paraplanning and financial advice in the future.
Opportunity to earn bonus.
25 days holiday per year + bank holidays.
Death in Service benefit of 4 times your salary.
Supportive and collaborative work environment.
Skills Required:
Ideally 2 years' experience in a similar role.
Strong attention to detail.
Excellent communication skills.
A team player with a positive and proactive attitude.