Administrator (Financial Planning)

Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to provide administrative support to our Financial Planner and team members in the financial planning department.Main ResponsibilitiesLiaise with clients to arrange and confirm meetings and appointments.Manage and maintain client files, both physical and...

Working for a leading Kent Legal firm, you will provide general administrative and secretarial support to the Financial Planner and others in the financial planning department. This is a part-time role requiring you to work 21 hours, ideally over a 3-day period. My client would consider someone with limited experience in financial planning but possessing...

Working for a leading Kent Legal firm, you will provide general administrative and secretarial support to the Financial Planner and others in the financial planning department. This is a part-time role requiring you to work 21 hours, ideally over a 3-day period. My client would consider someone with limited experience in financial planning but possessing...

+Study Support and Career Progression Are you a seasoned Financial Administrator seeking a dynamic role that offers career progression, hybrid working, and study support? Our client, a renowned boutique financial services firm based in Kent, is celebrated for its personalised approach to financial planning. With a strong reputation for promotion and...

Pharon Independent Financial Advisers Ltd is a leading firm of Independent Financial Advisers with a strong reputation for excellence since its foundation in 1973. We take great pride in the quality of the advice we provide and have a well-designed training program to support new entrants to the Financial Services industry.We cover the costs of training and...

Join Our Team as a Financial AdministratorOlivia Ruella Limited, a prestigious and well-respected firm of chartered accountants, is seeking an experienced Financial Administrator to join their Canterbury team.The firm is very active in the local community, hosting business seminars, networking events, and sporting opportunities. As a Financial Administrator,...

**About the role***: We're in search of enthusiastic joiners to work alongside our dynamic team, learning on the job how to support the advisers and clients in the financial planning process (we do have a rather fab training Academy to help you level up), get stuck in and help us on our mission whilst lining yourself up to snag one of the exciting...

**Purpose of Job**: To promote the company’s services in a professional and FCA compliant manner by working in collaboration with Financial Advisers and other colleagues to process new and existing business, while also providing full administrative support in accordance with the internal policies and procedures. **Key Accountabilities** To support the...

About the Role:The successful candidate will be responsible for providing exceptional administrative support to our clients in the financial services industry. This role requires a high level of planning and organisation skills, as well as a professional and pleasant telephone manner.Key Responsibilities:Deliver a true client-centric experience by building...

About the Role:The successful candidate will be responsible for providing exceptional administrative support to our clients in the financial services industry. This role requires a high level of planning and organisation skills, as well as a professional and pleasant telephone manner.Key Responsibilities:Deliver a true client-centric experience by building...

**Purpose of Job**: To promote the company’s services in a professional and FCA compliant manner by working in collaboration with Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records. **Key Accountabilities** To support the advisers and promote a...

Pharon Independent Financial Advisers Ltd is a leading firm of Independent Financial Advisers with a strong reputation for excellence since its foundation in 1973. We take great pride in the quality of the advice we provide and have a well-designed training program to support new entrants to the Financial Services industry.We cover the costs of training and...

Job Summary:We are seeking a highly organized and detail-oriented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing suitability reports, drafting templates, and obtaining relevant quotations from providers.Key Responsibilities:Preparation...

Job Summary:We are seeking a highly organized and detail-oriented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing suitability reports, drafting templates, and obtaining relevant quotations from providers.Key Responsibilities:Preparation...

About the RoleWe are seeking an experienced and confident Administrator to join our team as an Administration Assistant. This is an exciting opportunity to support our Private Client team in their day-to-day financial operations.Key ResponsibilitiesSupport a fee earner in financial planning functions, including portfolio management and pension plan...

This is an exciting opportunity for an experienced Administration Assistant to join our team at TN Recruits in supporting our Private Client team in their day-to-day financial operations.You will be supporting a fee earner who offers financial planning functions within savings and investments, covering the following duties:Portfolio management and...

PART TIME - Administration Assistant - Financial Planning - Canterbury Circa £24,000 (FTE)Successful local Law firm!   Are you an experienced Administration Professional seeking a warm and welcoming team with a great work/life balance and culture?Want to join a highly successful, and distinguished law firm that pride themselves on their low staff...

Administration Assistant - Financial Planning - Canterbury Circa £24,000Successful local Law firm!   Are you an experienced Administration Professional seeking a warm and welcoming team with a great work/life balance and culture?Want to join a highly successful, and distinguished law firm that pride themselves on their low staff turnover, supportive and...

Job Title: Management AccountantLocation: East KentSalary Range: Circa £50,000 - £55,000 per annumCompany Overview: Hays Senior Finance is seeking an experienced Management Accountant to join their finance team. As a Management Accountant, you will play a crucial role in financial planning, analysis, and reporting. If you have a strong background in...

Job Title: Management AccountantLocation: East KentSalary Range: Circa £50,000 - £55,000 per annumCompany Overview: Hays Senior Finance is seeking an experienced Management Accountant to join their finance team. As a Management Accountant, you will play a crucial role in financial planning, analysis, and reporting. If you have a strong background in...