Financial Planning Administrator

Financial Planning Administrator Nottingham Up to £32,000 basic + market leading benefits package, free city centre parking, bonus, agile home/office working, defined career progression Highly respected Independent Financial Adviser organisation in Nottingham are looking to add to their successful Financial Planning support team. I require an enthusiastic...

This role would ideally suit someone with 1+ years’ experience in Financial Planning Administration or Financial Services Administration, looking to build a career in a Wealth Management setting. This company offers genuine career development, a structured training programme, a superb work environment, and outstanding benefits including 25 days' holidays,...

**The Client**: A highly unique and successful Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients andhave more than doubled in size over the last 2 years. **The Opportunity** This is a...

**Job Title**:Junior Financial Planning Administrator **Industry**:Financial Services **Location**: Nottingham **Salary**:£18,000 - £22,000 **Job reference**:7682 Do you have a strong administrative skill set and are looking to transfer this to a different industry? Are you interested in finance? Do you want the opportunity to work within a business...

**Location** **Salary** **Posted on** **Reference** **Nottingham £20000 - £24000 09/03/2023 NJR13643 DESCRIPTION Financial Planning Administrator Location: Nottingham Salary up to £24,000 Hybrid working is available Industry related exams will be funded NJR is currently working with a well-established Wealth Management practice who provide a...

**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...

**Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and...

Financial Services Nottingham 06/04/2023 Type of Position: Financial Administrator - Nottingham Pay: £25k - £30k **Financial Administrator - Nottingham**: We are looking for an experienced Financial Administrator for our client, a Chartered Financial Planning firm, based in the Nottingham area. You will be providing administrative support to a group of...

Our clients are seeking a Financial Planning Administrator to join their ever-growing team. This is a great opportunity to join an award-winning boutique wealth management firm based in the centre of Nottingham. Our client prioritises customer service andensures their clients have the best possible experience when using their service. **Working hours**: As...

Financial Planning Administrator Location: Nottingham Salary up to £24,000 Hybrid working is available Industry related exams will be funded NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports...

**Job Title**: Financial Services Administrator **Location**: Nottingham **Benefits**: - Discretionary annual bonus following a year’s service - 25 days holiday plus Bank Holidays - Enrolment into the Workplace pension scheme - Death in Service - 2x salary - Discretionary Long-Term Sickness Policy - Examinations and study material paid for by the...

**James Phillip are working with a local IFA brokerage looking for an Review Coordinator/Office Administrator** to join a friendly growing team in Nottingam. Part time role, three days a week office based. 9am - 5pm Within the role you will be responsible for setting up and ongoing coordination of administrative procedures to enable the office to run...

Financial Planning AdministratorNottinghamCompetitive salary plus benefits To provide business support to Financial Advisers, working within the agreed business objectives. To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policies and FCA...

Job Opportunity: Independent Financial Adviser Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Potential client leads generated via company website and Unbiased Convenient large office space for office-based or remote working Access to third-party support tools such as FE Analytics, Cashcalc,...

Financial Planning Analyst£50,000 per annum plus Benefits2 days per week on site and 3 days from homeThis role is working for a very cool Social Housing company who is based in Buckinghamshire.About the roleYou will be responsible for assisting the team in updating the Company’s 30-year business plan. Their team are responsible for preparing the long-term...

We are seeking a motivated and detailed-oriented Financial Services Administrator. The ideal candidate will be able to manage multiple tasks, demonstrate strong problem-solving abilities, and contribute to the team's success. Client Details Our client is a well-established entity within the Insurance industry. With over 1000 employees across the group,...

We are seeking a motivated and detailed-oriented Financial Services Administrator. The ideal candidate will be able to manage multiple tasks, demonstrate strong problem-solving abilities, and contribute to the team's success.Client DetailsOur client is a well-established entity within the Insurance industry. With over 1000 employees across the group, they...

We are seeking a motivated and detailed-oriented Financial Services Administrator. The ideal candidate will be able to manage multiple tasks, demonstrate strong problem-solving abilities, and contribute to the team's success.Client DetailsOur client is a well-established entity within the Insurance industry. With over 1000 employees across the group, they...

We are seeking a motivated and detailed-oriented Financial Services Administrator. The ideal candidate will be able to manage multiple tasks, demonstrate strong problem-solving abilities, and contribute to the team's success.Client DetailsOur client is a well-established entity within the Insurance industry. With over 1000 employees across the group, they...