Financial Planning Administrator

4 weeks ago


Hertford, United Kingdom MI Search Ltd Full time

This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford.

In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.

This firm offers excellent training and support and the opportunity to progress your career within the firm.

You must have experience working in a financial planning administrator role and ideally have some CII qualifications or be keen to study these.

Basic salary to £30,000 + benefits



  • Hertford, United Kingdom Perspective Financial Group Ltd Full time

    We are one of the UK’s leading financial planning and wealth management firms with over 20 local offices nationwide. Founded in 2008, we employ over 300 people including over 120 highly qualified financial planners and paraplanners. We are very client-centric and regarded as the firm that regularly sets the standard of excellence in this sector. For us,...


  • Hertford, United Kingdom Pure Engineering Services Limited Full time

    **This is a work from home position, with occasional travel into London for meetings and Team Building days.** **Job Summary**: **Duties**: - Entry of supplier and contractor invoices onto our account’s platform, Xero. - Receive and reconcile supplier and contractor statements. - Schedule payment runs within payment terms. - Reconciliation of payments...


  • Hertford, United Kingdom Robertson Bell Full time

    If you’re available for a challenging contract utilising your experience in Treasury and Financial Planning within the Social Housing sector, then I want to hear from you! My client is a Housing Association in Hertfordshire currently on the lookout of an Interim Head of Treasury and Financial Planning for a six month contract. Key responsibilities include:...


  • Hertford, United Kingdom Carlton Mays Full time

    We are seeking an Administrator / Graduate Administrator for a firm of Independent Financial Advisers based in Hertford. The company offers excellent training and clear progression routes for the right person. **Tasks include**: - First point of contact for all clients - Ensuring the database is accurately updated - Preparation of client correspondence -...


  • Hertford, United Kingdom Carlton Mays Full time

    We are seeking an Administrator / Graduate Administrator for a firm of Independent Financial Advisers based in Hertford. The company offers excellent training and clear progression routes for the right person. **Tasks include**: - First point of contact for all clients - Ensuring the database is accurately updated - Preparation of client correspondence -...


  • Hertford, United Kingdom Tun Abdul Razak Research Centre Full time

    **HEAD OF ADMINISTRATION** To oversee the operation of the business To manage and/or lead the Administration Division (consists of Accounts, Housekeeper, Cleaner) To provide an HR service to line managers To oversee the overall Health and Safety aspects of the business - Human Resources and Finance Management_ To provide an HR service that offers advice...

  • Administrator

    1 month ago


    Hertford, United Kingdom STORMX RECRUITMENT LIMITED Full time

    **Our client is a Chartered Accountancy practice who is looking for a part time Administrator to assist in their Tax department.** **This a great opportunity for a local person who is looking for flexibility of a role with hours flexible to 20-25 hours per week.** The main role is to support the tax department with the day-to-day management of existing and...

  • Administrator

    1 week ago


    Hertford, United Kingdom STORMX RECRUITMENT LIMITED Full time

    **Our client is a Chartered Accountancy practice who is looking for a part time Administrator to assist in their Tax department.** **This a great opportunity for a local person who is looking for flexibility of a role with hours flexible to 20-25 hours per week.** The main role is to support the tax department with the day-to-day management of existing and...


  • Hertford, United Kingdom FXM Financial Technology Full time

    We are looking to recruit a highly driven Administrator to join our team in Hertford. This is a great opportunity to get your foot in the door with a great company that will support your career goals within a great office culture! **WHAT YOU WILL DO** In this role, you will support the team with all of their admin needs, which means you will undertake a...

  • Administrator

    1 week ago


    Hertford, United Kingdom STORMX RECRUITMENT LIMITED Full time

    **Our client is a Chartered Accountancy practice who is looking for a part time Administrator to assist in their Tax department.** **This a great opportunity for a local person who is looking for flexibility of a role with hours flexible to 20-25 hours per week.** The main role is to support the tax department with the day-to-day management of existing and...

  • Accounts Assistant

    2 days ago


    Hertford, United Kingdom Vitae Financial Recruitment Full time

    Accounts Assistant **Job Title**: - Accounts Assistant**Contract Type**: - permanent**Location**: - Hertford**Industry**: - Accountancy**Salary**: - £24000 - £26000 per annum + Study Support**Start Date**: - ASAP**REF**: - JM160523HFT_1684306816**Contact Name**: - Jason Mitchell- **Job Published**: - about 4 hours agoAccounts...

  • Client Administrator

    2 months ago


    Hertford, United Kingdom FS Partnership Full time

    **About the Role**: You’ll be joining a small dynamic company that wants to build on its last seven years of growth. Since we started in 2014, we have grown steadily and acquired some of the world’s leading financial services businesses as clients. Our clients need outstanding service and our Account Managers need a team of trusted individuals to...


  • Hertford, United Kingdom Elite Sports Travel Full time

    Responsibilities: - Maintain and develop Excel based financial trackers and collaborative Google Sheets spreadsheets - Assist with bookkeeping tasks using Xero software - Monitor and reconcile key bank accounts and ensure supplier payments are made in a timely manner - Keep track of a third party trust account to ensure all payments and receipts are...

  • Data Administrator

    2 days ago


    Hertford, United Kingdom Tate Recruitment Limited Full time

    **Data Administrator** **Hertford** **Monday - Friday 9am-5pm** **Salary £25,000** The Development Department is responsible for securing philanthropic income. This team oversees a range of engagement activities including campaigns and events designed to build and sustain relationships across the community. This client is seeking a meticulous and...


  • Hertford, United Kingdom Lawrence Dean Recruitment Ltd Full time

    c. £35,000 - 26 days holiday plus bank holidays - Monday to Friday 35 hours per week (flexible working core hours 9.30am - 3.00pm) - Fully office based - Contributory pension scheme Established Hertford based organization have a newly created opportunity for an experienced Administration Manager to provide HR advisory support to Line Managers, lead the...


  • Hertford, United Kingdom Lawrence Dean Recruitment Ltd Full time

    c. £35,000 - 26 days holiday plus bank holidays - Monday to Friday 35 hours per week (flexible working core hours 9.30am - 3.00pm) - Fully office based - Contributory pension scheme Established Hertford based organization have a newly created opportunity for an experienced Administration Manager to provide HR advisory support to Line Managers, lead the...


  • Hertford, United Kingdom Lawrence Dean Recruitment Ltd Full time

    c. £35,000 - 26 days holiday plus bank holidays - Monday to Friday 35 hours per week (flexible working core hours 9.30am - 3.00pm) - Fully office based - Contributory pension scheme Established Hertford based organization have a newly created opportunity for an experienced Administration Manager to provide HR advisory support to Line Managers, lead the...


  • Hertford, United Kingdom Additional Resources Full time

    **Location: Hertford**,** **Hertfordshire** **Salary: £20k - £22k per annum + Excellent Benefits** Our client is a well established creative agency, specialising in smart customer experiences through cutting-edge display and interactive technology. They are looking for a **Junior Accounts Administrator** to handle their administrative tasks, such as...


  • Hertford, United Kingdom Cambian Group Full time

    **Company: - Caretech Group** **Job Title: - Bank Accounts Administrator** **Division: Finance** **Basis: - Permanent** **Reports To: - Financial Controller** **Company Overview** The Caretech Group is a pioneering provider of specialist social care and education services to adults and children in the UK. **Summary** **Main Duties and...


  • Hertford, United Kingdom Ammeraal Beltech Full time

    Administration of payroll using the ADP system. Obtaining and verifying data from various departments in order to prepare and process payroll on a monthly basis and dealing with any pay queries from employees. To maintain the current timesheet platform Zoho Forms Assisting the HR Manager with correspondence, administration of personnel records and...