Financial Planning Administrator

4 weeks ago


Long Hanborough, United Kingdom The Burford Recruitment Company Ltd Full time

Hybrid working * Development opportunities * Regular team eventsA financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.Responsibilities: * Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records. * Assist with client communication and correspondence, including responding to client queries and scheduling appointments. * Liaise with product providers and other third parties to gather information and documentation. * Prepare and process client documentation, including financial planning documents, and compliance paperwork. * Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.Requirements: * Experience in a similar administrative role within financial planning is essential. * Knowledge of Intelligent Office is required. * Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively. * Excellent attention to detail and accuracy * Excellent communication skills, with the ability to interact professionally with clients and colleagues. * A proactive and self-motivated approach, with the ability to work as part of a small team



  • Long Hanborough, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid working * Development opportunities * Regular team events A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth...


  • Long Hanborough, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid working * Development opportunities * Regular team eventsA financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation...


  • Long Hanborough, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid working * Development opportunities * Regular team events A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company. The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth...

  • Administrator

    2 months ago


    Long Hanborough, United Kingdom The Recruitment Group Full time

    Administrator required for successful, global organisation offering a range of benefits to include health insurance, pension plan, 25 days holiday + bank holidays, on-site parking & hybrid working. Working in the Consulting, Training & Technical Services division you will be an experienced Administrator involved in all elements of the Advisory Service Dept...


  • Long Hanborough, United Kingdom NSF International Full time

    Are you a dedicated, customer focused administrator, looking for a new challenge in a global organisation? Our Agriculture department audit and certify around 35,000 farms each year against a number of scheme owner standards. We pride ourselves on our customer service and our integrity. We’re growing fast, and that’s where you come in. We are looking...


  • Long Hanborough, United Kingdom NFS International Full time

    OXFORDSHIRE, ENGLAND, United Kingdom - Are you a dedicated, customer focused administrator, looking for a new challenge in a global organisation? Our Agriculture department audit and certify around 35,000 farms each year against a number of scheme owner standards. We pride ourselves on our customer service and our integrity. We’re growing fast, and...


  • Long Hanborough, United Kingdom NSF International Full time

    Are you an experienced administrator with great attention to detail? We are looking for an **Accounts Payable Administrator (Representative II Accounts Payable) **to join our finance team in Long Hanborough, Oxfordshire in a hybrid capacity (split of working in the office and from home). Full training will be given, so no previous finance/accounts...


  • Long Hanborough, United Kingdom NSF International Full time

    Accounts Administrator At NSF International, our mission is to protect and improve human health. We’re a global leader in standards development, testing, auditing, certification and training. We provide these services for a diverse set of industries including food, water, health sciences, sustainability and management systems. We’re passionate about the...

  • Coordinator Ii Scfs

    2 months ago


    Long Hanborough, United Kingdom NSF International Full time

    To further ensure and grow our Supply Chain/Agriculture business, we are currently looking for a **Coordinator II SCFS** to join our team, based in Long Hanborough, Oxfordshire. This role will involve providing administrative support and deliver great customer service to new and existing customers, ensuring quality documentation, and professional...


  • Long Hanborough, United Kingdom The Burford Recruitment Company Full time

    The Burford Recruitment Company are working on behalf of a well-established business located near Long Hanborough. Our client is looking for a Finance Assistant on a part-time basis to join them for a period of 12 months. Working as part of a small and friendly finance team, your duties will include; - Dealing with purchase ledger invoicing, matching,...


  • Long Hanborough, United Kingdom NSF International Full time

    Customer Service Administrator NSF International is a growing global public health and safety organization. Our mission is to protect and improve human and planet health by enabling safe food, clean water and life-enhancing health technologies and products for millions of people around the world. We do so by developing standards, testing, auditing,...

  • Coordinator Ii Scfs

    2 months ago


    Long Hanborough, United Kingdom NSF International Full time

    Coordinator II SCFS Description Our Agriculture department audit and certify around 35,000 farms each year against a number of scheme owner standards. We pride ourselves on our customer service and our integrity. We’re growing fast, and that’s where you come in. To further ensure and grow our Supply Chain/Agriculture business, we are currently looking...

  • Coordinator Ii Scfs

    2 months ago


    Long Hanborough, United Kingdom NSF International Full time

    To further ensure and grow our Supply Chain/Agriculture business, we are currently looking for a Coordinator II SCFS to join our team, (hybrid) based in Long Hanborough, Oxfordshire. This role will involve providing administrative support and deliver great customer service to new and existing customers. Ensuring quality documentation, and professional...

  • Coordinator Ii Ctts

    2 months ago


    Long Hanborough, United Kingdom NSF International Full time

    Customer Service and Invoicing Adminstrator At NSF International, our mission is to protect and improve human health. We’re a global leader in standards development, testing, auditing, certification and training. We provide these services for a diverse set of industries including food, water, health sciences, sustainability and management systems. We’re...

  • Coordinator Ii Scfs

    1 week ago


    Long Hanborough, United Kingdom NSF International Full time

    Coordinator II SCFS (2 month fixed-term) At NSF International, our mission is to protect and improve human health. We’re a global leader in standards development, testing, auditing, certification and training. We provide these services for a diverse set of industries including food, water, health sciences, sustainability and management systems. We’re...


  • Long Hanborough, United Kingdom NSF International Full time

    Account Manager (Agriculture) Description Our Agriculture Supply Chain and Food Safety department audit and certify very large number of customers against a number of scheme standards. We pride ourselves on our customer service and our integrity. We’re growing fast, and that’s where you come in. To further ensure and grow our Agricultural Supply Chain...


  • Long Hanborough, United Kingdom NSF International Full time

    Are you a dedicated, customer focused administrator, looking for a new challenge in a global organisation? Our Supply Chain and Food Safety department audit and certify very large numbers of customers against a number of scheme standards. We pride ourselves on our customer service and our integrity. We’re growing fast, and that’s where you come in! To...

  • Senior Coordinator

    1 week ago


    Long Hanborough, United Kingdom NSF International Full time

    At NSF, our mission is to protect and improve human health. We’re a global leader in standards development, testing, auditing, certification and training. We provide these services for a diverse set of industries including food, water, health sciences, sustainability and management systems. We’re passionate about the work we do, because together, we have...


  • Long Hanborough, United Kingdom NSF International Full time

    Are you an experience and ambitious Territory Account Executive who could help grow one of the UK’s largest certification bodies, with the opportunity to work with some of the world’s leading Food brands? We have an exciting new role at NSF for a Territory Account Executive (Agriculture), to join our team. You will be responsible for developing a sales...


  • Long Hanborough, United Kingdom NSF Full time

    Have you ever considered how much you could positively influence the health and conservation of marine ecosystems through fisheries assessment and certification practices? NSF is a global leader in testing, inspection, and certification services, and we are growing exponentially - come and join us on our journey! We are currently looking for a **Senior...