Financial Planning Support Administration
2 weeks ago
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported. Role Purpose To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings To ensure that client records are up to date and that internal systems and processes are followed To support and develop junior team members to enable them to be as efficient and effective as possible Key Responsibilities You will generate and compile documents to create accurate client review packs and check packs where appropriate You will provide accurate and timely information liaising with providers and third parties as necessary You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly You will keep Financial Planners and team members up to date with progre...
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Financial Planning Administrator
2 days ago
Bury Saint Edmunds, United Kingdom Heat Recruitment Full timeLocationBury St Edmunds Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref89437 Recruiter Managing This Role Financial Planning Administrator Bury St Edmunds Up to £33,000 My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within...
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Senior Financial Planning Administrator
2 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Full timeJob DescriptionMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with...
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Senior Financial Planning Administrator
4 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Full timeMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds.Apply fast, check the full description by scrolling below to find out the full requirements for this role. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job...
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Senior Financial Planning Administrator
3 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Full timeMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of...
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Senior Financial Planning Administrator
2 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Careers Full timeMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of...
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Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full timeMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of...
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Financial Planning Administrator
4 days ago
Bury St Edmunds, United Kingdom Eden Rose Full timeFinancial Planning Administrator – Bury St Edmunds – Up to £33,000 My client is a Chartered IFA in East-Anglia looking for a Financial planning administrator to support the Paraplanners and Financial Advisors. They are open to experience from a few months up to 5+ years, and financial exams are a bonus. The role is based out of their head office in Bury...
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Team Co-Ordinator Support
2 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full timeMy client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market leading salary and benefits package and importantly...
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Financial Planning Administrator
4 days ago
Bury St Edmunds, United Kingdom Eden Rose Full timeA Chartered IFA in Bury St Edmunds is seeking a Financial Planning Administrator to support their Paraplanners and Financial Advisors. The ideal candidate will have an understanding of the financial planning industry and ideally be working towards a Level 4 Diploma. Strong administration skills and a willingness to learn are essential, alongside a strong...
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Financial Services Administrator
2 weeks ago
Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full timeMy client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision. This is a great opportunity for an experienced FS Administrator to join my clients...
