Current jobs related to Financial Planning Administrator - Grimsby - Recruit UK


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OverviewNJR Recruitment is pleased to be partnering with a leading Financial Planning firm to recruit an ambitious Administrator to join their team based in Grimsby.About the RoleSupport Financial Planners and the Senior Paraplanner with all aspects of administrationProcess new business, deal with client queries, and manage an Adviser's diaryAssist the...


  • Grimsby, United Kingdom Appoint Consulting Ltd Full time

    **Financial Services Administrator** Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator. **Purpose of the Financial Services Administrator**: To offer the most efficient, professional, and effective client financial service...


  • Grimsby, United Kingdom Appoint Consulting Ltd Full time

    **Financial Services Administrator** Our client is a well-established, forward-thinking Financial Management company based Grimsby. Due to growth, they have a vacancy for an experienced Financial Services Administrator. This is a part time position for 3 or 4 days a week but would consider full time. **Purpose of the Financial Services Administrator**: To...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be working with a rapidly expanding Financial Planning firm that provides expert, face-to-face financial advice to clients across the UK.About the RoleSupport the team in delivering exceptional client serviceContribute to the growth and development of the firmCollaborate with colleagues to achieve business objectivesWhat We...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be working with a rapidly expanding Financial Planning firm that provides expert, face-to-face financial advice to clients across the UK.About the RoleSupport the team in delivering exceptional client serviceContribute to the growth and development of the firmCollaborate with colleagues to achieve business objectivesWhat We...


  • Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As a key member of our wealth management team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Provide comprehensive...


  • Grimsby, North East Lincolnshire, United Kingdom kingswood-group Full time

    We are seeking a skilled Financial Planning Specialist to join our team at the Kingswood Group. As a key member of our wealth management team, you will be responsible for providing expert financial planning solutions to our clients.Key Responsibilities:Work directly with clients to understand their financial goals and objectives.Develop and implement...


  • Grimsby, United Kingdom Recruit UK Full time

    Recruit UK is looking for an Administrator to join a financial planning firm who have a stronghold of offices across the Northeast of England. Their office in Grimsby is looking for an Administrator to join the team. The firm prides itself on ensuring its clients can meet financial independence by providing them with clear choices and excellent customer...


  • Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...


  • Grimsby, North East Lincolnshire, United Kingdom CV Library Full time

    Job Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Asset Planning Officer to join our team. As an Asset Planning Officer, you will play a crucial role in providing wealth and financial planning solutions to our clients.Key Responsibilities:Work directly with clients to provide a wide range of financial planning solutions and...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit Wealth Ltd Full time

    Join Our Team as a Financial Planning AssistantWe are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.Our client provides a truly holistic service across financial planning, wealth management, investment management and...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit Wealth Ltd Full time

    We are seeking a skilled Paraplanner to join our team at Recruit Wealth Ltd. As a Paraplanner, you will play a vital role in supporting our financial planners in providing a holistic service to clients.Key Responsibilities:Assist in writing financial planning reports for clients.Conduct research on financial products to find suitable solutions for...


  • Grimsby, North East Lincolnshire, United Kingdom BTA Full time

    Commercial Accountant OpportunityHays Accountancy is delighted to partner with a family-owned manufacturing SME in Grimsby, seeking a Commercial Accountant to support their continued growth. This dynamic role involves close collaboration with sales, purchasing, and operations teams, using developed cost structures to support quoting processes for new and...


  • Grimsby, United Kingdom Cranleigh Personnel Full time

    **Trainee IFA Administrator** **Location - Grimsby** **Salary: £23,000 - £26,000** Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within...


  • Grimsby, United Kingdom NJR Recruitment Full time

    NJR Recruitment are pleased to be recruiting for a nationally recognised, award winning Independent Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Due to growth and internal development, we are delighted to be looking for an experienced Administrator to join their team based in Grimsby. The...

  • Administrator

    2 months ago


    Grimsby, United Kingdom HAYS Full time

    Finance administrator Location: GrimsbyTemp-perm opportunityFull-Time : 37.5 hours pwSalary : £24,500About Us:Our client is a dynamic and innovative company based in Grimsby. Due to growth within the business, we are seeking a meticulous and proactive Finance Administrator to join our team and support our financial operations.Key Responsibilities:Manage...

  • IFA Administrator

    2 months ago


    Grimsby, United Kingdom NJR Recruitment Full time

    NJR Recruitment is delighted to be recruiting for a fast-growing Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK. Due to growth, they are now looking for an ambitious Administrator to join their team based in Grimsby.What's on offer!22 Days holiday + Bank Holidays Flexible hoursDeath in Service...


  • Grimsby, United Kingdom CV-Library Full time

    Administrator - Grimsby (DN31) Location: Municipal Offices, Grimsby, DN31 Working Hours: 8:30 AM - 4:30 PM Pay Rate: £13.04 per hour We are seeking a detail-oriented Administrator to join our team at the Municipal Offices in Grimsby. This role requires a versatile and organised individual to manage a range of administrative tasks in support of...

  • Administrator

    5 months ago


    Grimsby, United Kingdom Lincolnshire Refugee Doctor Project Full time

    Lincolnshire Refugee Doctor Project (LRDP) is a Community Interest Company that covers Northern Lincolnshire and Lincolnshire. Its aim is to support and help Refugees who have a medical qualification to achieve the necessary skills and qualifications to reach General Medical Council registration and work within the NHS. We relocate our members from around...


  • Grimsby, North East Lincolnshire, United Kingdom Positive Recruitment Consultants Full time

    We are seeking a highly organized and detail-oriented Financial Services Administrator to support our team in Grimsby. The ideal candidate will have 2+ years of administration experience, preferably in a financial background, and excellent IT skills.Main Responsibilities:• Dealing with incoming calls and emails• Diary Management• Booking appointments...

Financial Planning Administrator

2 months ago


Grimsby, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Grimsby

Salary: Up to £29,000 + bonus

Job Reference: 9273

Are you a financial services administrator with strong technical and administrative knowledge? Then this role is for you

Recruit UK is working with a firm who have a stronghold in the Northeast of England and they are looking for an experienced financial services administrator. This is an excellent opportunity for an administrator with strong technical knowledge to keep developing their skill set and work within a supportive team, servicing a range of high net worth and ultra-high net worth financial planning clients.

This business offers clear progression routes into paraplanning and/or advice, with a great track record of internal promotions. The firm offers great flexibility so is also open on a part time basis or condensed hours across a 4 day working week.

Benefits:

  • Salary up to £29,000 (dependent on qualifications and experience)
  • 20 days holiday + bank holidays - with the possibility to buy more
  • Hybrid working (2 days from home)
  • Discretionary bonus
  • Study support towards Diploma
  • Opportunity to progress through the business
  • Auto-enrolment pension
  • Employee-owned business

Skills and experience required:

  • Previous experience working in financial services
  • Good technical knowledge in pensions, protection and investments (desirable)
  • Excellent communication skills
  • Someone who takes pride in their organisation

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm on an Financial Services Administrator role.

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you