Financial Planning Administrator

Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...

Job Title: Financial Planning Administrator Industry: Financial Services Location: Birmingham **Salary**: Up to £28K Reference Number: 7345 **Job Description**: Recruit UK are working with a market leading wealth management firm in Birmingham on an exciting opportunity to bring on an additional experienced Financial Planning Administrator to join their...

An exciting opportunity has arisen for an experienced financial planning professional to join a national and well regarded IFA in their Birmingham office **Key responsibilities** - Processing new business and servicing existing business. - Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business. - Liaising...

**Financial Planning Administrator**Location: Harborne, Birmingham** **Salary: Highly Competitive + Bonus & Benefits Hours: Full time** This is a fantastic opportunity for an experienced financial services administrator to showcase their initiative and drive in our fast-paced business. This is an exciting role working closely alongside the MD/Financial...

**Financial Planning Administrator** **Birmingham** **Salary 22,000-25,000** **Free Parking, annual bonus, study support** NJR are currently working alongside a well-established Independent firm of Financial Planners, who have experienced year on year growth. As a result of their continued growth now have an exciting opportunity for an ambitious and...

Job Title: Trainee Financial Planning Administrator Industry: Financial Services Location**:Birmingham** **Salary**: Up to £21,500 Reference Number: **Job Description**: Recruit UK are proud to be working with a leading wealth management firm on an exciting new opportunity in their Edgbaston office. Our client is looking for an individual who has...

Financial Services AdministratorLocation: Birmingham and Surrounding AreasSalary: up to £32,000 depending on experienceHours - Full or Part -TimeAre you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** Due to continued company growth providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services...

**Are you an experienced financial services administration professional, looking for a new role in a dynamic and flexible environment with a growing firm?** Duties for this role will include: - Processing new business including fund switches, pension transfers, top ups and income payments. - Keeping client records up to date. - Booking annual review...

We’re looking for a **fully qualified Financial Advisor (Ideally Chartered or working towards this designation)** to join our growing team on a **self-employed or employed basis**. **You should be passionate, adaptable, love working with people and constantly looking to learn.** **We will also consider newly qualified advisors or paraplanners who wish to...

Location: West Midlands, Birmingham - Discipline: Financial Services - Job type: Permanent - Benefits: £25,000 - £30,000 Basic - Published: 2023-03-07 - Expiry date: 2023-04-18 We are currently looking for an experienced Financial Services Administrator to join our clients, an established Wealth Management based in Birmingham City Centre. For this...

Job Description Prime Wealth Planning is the financial planning arm of Prime Accountants Group, a mid-sized regional accountancy practice with offices in Solihull, Coventry and Birmingham. Previously the wealth team were based in Solihull but have recently moved to their newly renovated office in Birmingham, just off St Pauls Square. The move to Birmingham...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...

_**Are you looking to develop your experience in financial services administration with one of the UK’s top advice firms?**_ **£25k - £28k pa. Hybrid working.** **Excellent benefits (see below)** Due to our continued growth Succession Wealth now have a fantastic opportunity for an organised and competent IFA Administrator to join our Client Delivery...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**:Financial Service Administrator **Location**:Birmingham **Salary**:£25,000 ~ £30,000 **About the Company**: We are looking for an experienced financial service administrator to come and join a forward-thinking firm who provide advice in all areas of planning. You...

We are looking for a Financial Administrator Apprentice who is enthusiastic, proactive, and excited by a challenge. We want a Financial Administrator Apprentice who is: - A confident communicator, able to interact with clients over the phone and in writing - Organised and understands the importance of planning and prioritising their workload - A team...

Our client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK. They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...

Fram Search are working on an exciting opportunity for a T&C Manager to join a growing financial planning firm in Birmingham. Our client provides holistic financial planning and advice to individuals, households and businesses. Reporting directly to the Operations Director, the successful candidate will play a crucial role in ensuring the firm operates in...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? - To build and develop trusted relationships with current...