Financial Planning Administrator

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham.We are looking for an experienced, efficient, and conscientious administrator to provide support to the...

Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry,...

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth.Our client is a well-established name in the industry, renowned for...

Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry,...

Job Description Head of Administration – Financial Planning Salary: Up to £45,000 Location: Hybrid (Office & Home working) Company: Award-winning Financial Planning Organisation We are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry,...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

Hybrid - 2/3 days from home * Structured progression route * Study towards Regulated Diploma Level 4 in Financial Planning The Burford Recruitment Company are working with an Independent Specialist Financial Planning firm located in the heart of Cheltenham. We are looking for an experienced, efficient, and conscientious administrator to provide...

Job Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...

Job Title: Financial Planning AdministratorWe are seeking an experienced and efficient Financial Planning Administrator to provide support to our independent financial advisers in Cheltenham. This role involves working in a client services, administration environment within an independent financial planning company.The ideal candidate will have previous...

The Burford Recruitment Company are working with an Independent Financial Planning firm located in the heart of Cheltenham. We are looking for an ambitious, efficient, and conscientious administrator to provide support to the independent financial advisers to ensure that clients are given a high level of continuing service. This could be an ideal...

Ambitious individuals can excel in this challenging Head of Administration role, supporting the growth of a renowned financial planning organisation. This senior leadership position entails overseeing administrative operations that facilitate the work of Financial Planners, Paraplanners, and clients.Key Responsibilities:Manage a team of IFA Administrators to...

Key responsibilities - Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. - New and existing client communications and queries. - Assisting in the smooth day to day running of the general office by providing administration support to colleagues. - Undertaking responsibility...

Head of Administration – Financial PlanningSalary: Up to £45,000Location: Hybrid (Office & Home working)Company: Award-winning Financial Planning OrganisationWe are partnering with a prestigious financial planning organisation that is experiencing a period of sustained growth. Our client is a well-established name in the industry, renowned for delivering...

**Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

Job Summary: Financial Planning Operations LeadWe are seeking a highly skilled Financial Planning Operations Lead to oversee and coordinate administrative tasks associated with the financial planning department. As a key member of our prestigious Financial Planning team, you will provide high-level office support and customer care while ensuring efficient...

**Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...