Financial Planning Administrator

Client Servicing Administrator Employer: Now Financial Planning Reports to: Operations Manager Working Location: Hale Office Tenure: Permanent Role Purpose: To provide client servicing support to the Practice to ensure that our relationships with existing clients can be optimised and assist with the daily operation of the office. Key Duties and...

We are looking for an additional IFA administrator/ Accounts Assistant to join our small team and support our Financial Advisers and Paraplanners. This role would suit somebody with financial services experiences or individuals who are interested in moving into the financial services industry. Duties will include but will not be limited to; - Reconciling...

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

Looking for 2 x Junior Financial Planning Administrators based in Altrincham No experience needed but must have an interest in the industry. £19-23k Also required 1 x Senior Financial Planning Administrator £24-28k Lots of training and development opportunities. **Salary**: £19,000.00-£28,000.00 per year Schedule: - Monday to Friday Ability to...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 13/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 17/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 15/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 20/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

**Location** **Salary** **Posted on** **Reference** **Altrincham £30000 20/11/2023 NJR14158 DESCRIPTION Senior Financial Planning Administrator Altrincham Up to £30,000 NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

**Financial Planning Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

Our client an established firm of financial planners based in south Manchester have a requirement for an experienced financial service administrator. **Responsibilities**: - Providing an efficient new business processing service for sales consultants, completing trades/fund switches, and liaising with product providers and ensuring that new business is set...

We are looking for a **Technical Support Administrator** to join our busy team in Altrincham. This is a vital role, providing comprehensive and professional administrative support to our Paraplanning Team. **Duties include**: - Provide administrative support to the Paraplanning team by gathering the relevant information from product providers - Preparing...

**reference**: BBBH19130_1687776480 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**Financial Administrator** Salary £25,000 - £29,000 South Manchester, Cheshire - £25,000 - £29,000 - Excellent benefits package & career development. Wealth Management firm who have won numerous financial services awards is looking to recruit within its IFA Support team. This Cheshire based firm is a big believer in career development and rewarding...

**Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...