Financial Planning Administrator

We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...

**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

**About us** Oyster Wealth Planning Ltd is a small business in Sheffield. We are agile, professional, innovative, and our goal is to work with High Net Worth Individuals and SME Directors in the surrounding counties as holistic Chartered Financial Planners. Our work environment includes: - Modern office setting - Growth opportunities Apprenticeship: This...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

Financial Planning AdministratorSalary: £28,000 & Bonus OpportunityLocation: Sheffield, South YorkshireFull Time, Permanent Role - On-site Monday to FridayThe Financial Planning Administrator will receive brilliant benefits Bonus Opportunity availableMonday to Friday with no weekends!25 holiday days entitlement plus bank holiday.Attractive 8%...

We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key duties and responsibilities**: - Maintaining client records - Supporting client journey -...

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Sheffield offices. **Specific Responsibilities**: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting...

Financial Planning Administrator Sheffield NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created...

Job DescriptionLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to join our team.Key Responsibilities:Provide administrative support to financial advisers and directors, including arranging basic administration requirements, collating costs and charges information, and preparing valuations and client packs.Manage...

Job DescriptionLime People Search & Select Ltd is seeking an experienced Financial Planning Administrator to join our team.Key Responsibilities:Provide administrative support to financial advisers and directors, including arranging basic administration requirements, collating costs and charges information, and preparing valuations and client packs.Manage...

Job Summary:MI Search Ltd is seeking a skilled Financial Planning Administrator to join its team in a national financial planning and investment management firm. As a key member of the team, you will be responsible for liaising with clients and product providers, working closely with paraplanners and advisers, and processing new business and case...

Job Summary:MI Search Ltd is seeking a highly skilled and detail-oriented Financial Planning Administrator to join its team in a national financial planning and investment management firm. As a key member of the team, you will be responsible for liaising with clients and product providers, working closely with paraplanners and advisers, and processing new...

Financial Administrator Sheffield Up to £25k per annum Monday - Friday 9.00am - 4.30pm (35 hours) Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare Agenda Partnership have a fantastic opportunity to join a growing financial planning...

This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield. In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm. In this varied role you will also be involved in tasks such...

TEMPLEGATE RECRUITMENT LIMITEDSpecialists in Financial Services RecruitmentPosition: ParaplannerLocation: SheffieldCompensation: £35,000 to £37,000 with quarterly bonus potentialPerks:Competitive salaryParticipation in a Bonus SchemeGenerous 8% non-contributory pension planCity Centre Parking ProvidedFlexible hybrid working arrangementsOpportunities for...

Position OverviewTitle: Financial AdministratorIndustry: Public SectorEmployment Type: Fixed Term Contract (8 months)Compensation: £29,000 to £34,000Sellick Partnership is seeking to appoint a Financial Administrator for our client in the Public Sector located in South Yorkshire.Role Summary:Provide essential support to the finance team by ensuring the...

Lime People Search & Select Ltd is a prominent Independent Financial Advisory firm dedicated to delivering exceptional Financial Guidance to both corporate entities and individual clients, primarily focusing on Pensions and Retirement Planning, while also providing comprehensive Financial Planning solutions.We are currently in search of a skilled Financial...

Lime People Search & Select Ltd is a prominent Independent Financial Advisory firm dedicated to delivering exceptional Financial Guidance to both corporate entities and individual clients, primarily focusing on Pensions and Retirement Planning, while also providing comprehensive Financial Planning solutions.We are currently in search of a skilled Financial...