Financial Planning Administrator

4 weeks ago


Rickmansworth, United Kingdom MI Search Ltd Full time

This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £30,000 + benefits



  • Rickmansworth, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...


  • Rickmansworth, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can...


  • Rickmansworth, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices.With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • Rickmansworth, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices.With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • Rickmansworth, United Kingdom Heron Financial Full time

    At Heron Financial, we have a great opportunity for a critical role within our business. - Delivering Administrative work to support key areas of the business - Build and maintain relationships with internal and external stakeholders whilst working pro-actively alongside them - Provide excellent customer service - Responsible for review of Mortgage cases,...


  • Rickmansworth, United Kingdom Heron Financial Full time

    The main purpose of this role is to provide administrative tasks to support the Protection Advisors in delivering high-quality service to clients, ensuring that mortgage clients have been contacted and the Duty of Care is evidenced. Responsibilities include: - Reviewing cases and activating policy for client - Chasing General Practitioners (GPs) for...

  • Financial Analyst

    2 weeks ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial Analyst Rickmansworth, Hertfordshire £45,000 - £50,000 + Car + Bonus This is a fantastic opportunity for a Part Qualified (CIMA, ACCA or ACA) or QBE to join this global market leading business. We are looking for an ambitious and commercially astute Financial Analyst to play a key role in driving the performance of this highlysuccessful business...

  • Financial Analyst

    3 weeks ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial Analyst Rickmansworth, Hertfordshire £40,000 - £45,000 + Car + Bonus This is a fantastic opportunity for a Part Qualified (CIMA, ACCA or ACA) or QBE to join this global market leading business. We are looking for an ambitious and commercially astute Financial Analyst to play a key role in driving the performance of this highlysuccessful business...

  • Financial Analyst

    7 days ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Limited Full time

    Financial Analyst Rickmansworth, Hertfordshire £45,000 - £50,000 + Car + Bonus This is a fantastic opportunity for a Part Qualified (CIMA, ACCA or ACA) or QBE to join this global market leading business. We are looking for an ambitious and commercially astute Financial Analyst to play a key role in driving the performance of this highlysuccessful business...

  • Administrator

    3 weeks ago


    Rickmansworth, United Kingdom Carlton Mays Full time

    IFA Administrator | Rickmansworth | Up to £35K p/a DOE We are seeking an experienced Administrator to join our client at their office in Rickmansworth Hertfordshire. A background in Financial Services is desirable but not essential. You will be supporting the Advisers to provide the best advice and service. **Duties include**: Act as point of contact...

  • Administrator

    4 days ago


    Rickmansworth, United Kingdom Carlton Mays Full time

    IFA Administrator | Rickmansworth | c £21K - £26K Neg / DOE We are seeking an experienced Administrator to join our client at their office in Rickmansworth Hertfordshire. A background in Financial Services is desirable but not essential. You will be supporting the Advisers to provide the best advice and service. **Duties include**: Act as point of...

  • Contract Administrator

    2 months ago


    Rickmansworth, United Kingdom Kier Group Full time

    We’re looking for a Contract Administrator to join our Kier Places Housing Maintenance Team based in Hertfordshire. Within this role working among a great team, ensuring all aspects of Contract Administration are completed including management of the Helpdesk team and system **Location**: Hertfordshire **Contract**: Permanent, Full Time - flexible and...


  • Rickmansworth, United Kingdom Mobilize Financial Services Full time

    Mobilize Financial Services, the financial services partner of Renault and Nissan is looking for a **Digital Marketing Assistant** to join our dynamic digital marketing team based in Rickmansworth, Hertfordshire. **Working with us -** We are recognised as one of the UK’s Best Workplaces (large company category), Best Workplaces for Wellbeing and Best...


  • Rickmansworth, United Kingdom Leci holdings Ltd Full time

    Leci Holdings are currently looking to recruit a Commercial Administrator to join our growing team. **Duties and Responsibilities include**: - Provide administrative support to the Commercial team - Manage, develop and acquiring new clients. - Calling prospective Clients to advise on the services we offer and requesting to be added to their Sub-contractor...


  • Rickmansworth, United Kingdom Mobilize Financial Services Full time

    Mobilize Financial Services, the financial services partner of Renault and Nissan is looking for an Underwriting Assistant to join our Dealer Operations / Underwriting Team based in Rickmansworth, Hertfordshire. **Working with us -** We are recognised as one of the UK’s Best Workplaces (large company category), Best Workplaces for Wellbeing and Best...

  • Finance Manager

    1 week ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Full time

    Finance Manager, Rickmansworth, Hertfordshire £55- £65kpa plus great benefits including a bonus, car allowance, medical & pension Our client, a nationwide leader who are going through an exciting period of growth, having just made an acquisition, are looking to bring on board a technically strong Finance Manager. This role will be responsible for ensuring...

  • Finance Manager

    1 week ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Full time

    Finance Manager, Rickmansworth, Hertfordshire£55- £65kpa plus great benefits including a bonus, car allowance, medical & pensionOur client, a nationwide leader who are going through an exciting period of growth, having just made an acquisition, are looking to bring on board a technically strong Finance Manager. This role will be responsible for ensuring...

  • Finance Manager

    1 week ago


    Rickmansworth, United Kingdom Vitae Financial Recruitment Full time

    Finance Manager, Rickmansworth, Hertfordshire£55- £65kpa plus great benefits including a bonus, car allowance, medical & pensionOur client, a nationwide leader who are going through an exciting period of growth, having just made an acquisition, are looking to bring on board a technically strong Finance Manager. This role will be responsible for ensuring...

  • Fraud Controller

    2 weeks ago


    Rickmansworth, United Kingdom Mobilize Financial Services Full time

    **Dealer Operations - Fraud Controller** We are looking for detail driven problem solvers with a positive, can-do attitude. As a **Fraud Controller** you will also assist in the monitoring of our fraud prevention processes and procedures which include working with external systems such as CIFAS & Hunter. Furthermore, you will provide support to ensure...

  • Administrator

    1 month ago


    Rickmansworth, United Kingdom Kier Group Full time

    We're looking for a Site Administrator to join our Build Team based in London **Location**: Site Based at Projects in London **Contract**: Full Time, Permanent **What will you be responsible for?** As Site Administrator you'll be working within the Site Team, supporting them in providing full secretarial and administrative support to the site-based...