Financial Planning Administrator
2 weeks ago
- Hybrid working
- Development opportunities
- Regular team events
A financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.
The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.
Responsibilities:
- Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
- Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
- Liaise with product providers and other third parties to gather information and documentation.
- Prepare and process client documentation, including financial planning documents, and compliance paperwork.
- Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.
Requirements:
- Experience in a similar administrative role within financial planning is essential.
- Knowledge of Intelligent Office is required.
- Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
- Excellent attention to detail and accuracy
- Excellent communication skills, with the ability to interact professionally with clients and colleagues.
- A proactive and self-motivated approach, with the ability to work as part of a small team.
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative...
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative...
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative...
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Financial Planning Administrator
2 weeks ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Financial Planning Administrator
2 days ago
Witney, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Financial Planning Administrator
2 weeks ago
Witney, Oxfordshire, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Financial Planning Administrator
1 day ago
Witney, Oxfordshire, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Financial Planning Administrator
2 days ago
Witney, South East, United Kingdom The Recruitment Group Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry.This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing administrative team supporting...
-
Administrator
1 week ago
Witney, United Kingdom Meridian Business Support Full timeAH-75 Posted: 10/11/2023 - £23000 to £29000 Per: annum - Witney, South East, - Permanent **Administrator** **Full time** **£23,000 - £28,000** Our client is looking for an - **Administrator** to work as part of their team near - **Witney**. With a salary of - **£23,00-£28,000 depending on experience**. As an Administrator for this independent...
-
Financial Advisor
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the office * Competitive bonus scheme * Opportunity to have input into to future of the business * Small, collaborative team An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team. As a Financial Adviser, you will play a...
-
Financial Advisor
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeHybrid role, 1 day per week in the office * Competitive bonus scheme * Opportunity to have input into to future of the business * Small, collaborative teamAn independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team.As a Financial Adviser, you will play a pivotal role in...
-
Administrator
1 day ago
Witney, United Kingdom The Recruitment Group Full timeWe are looking for an Administrator to join a highly successful organisation working within the Financial Services sector. An exceptional opportunity to join a reputable local firm who believe in employee development and offer genuine scope for progression. This is a varied role primarily providing efficient administrative support to the Admin Team Manager...
-
Independent Financial Advisor
2 weeks ago
Witney, United Kingdom The Burford Recruitment Company Full timeAn independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team. As a Financial Adviser, you will play a pivotal role in providing comprehensive financial planning services to your established portfolio of clients. You will be responsible for assessing clients' financial...
-
Administrator
1 week ago
Witney, United Kingdom Meridian Full timeWitney Our client is looking for an Administrator, to work at their head office in Witney. This is a full-time, office-based position, with the possibility of hybrid working after a probationary period. The hours are Mon - Thurs 8.30-5 and Fri 8.30-4 and you would be part of a very small but growing team, that has described themselves as fun and...
-
Financial Accountant
5 days ago
Witney, United Kingdom A-Plan Insurance Full time**Financial Accountant £60,000 - £65,000 Witney, Oxfordshire - Hybrid working arrangements** **The Role**: We are actively looking for a Financial Accountant to join our new Group Finance Team. Following the acquisition of A-Plan and Aston Lark by Howden Broking Group, Howden UK & Ireland has been formed to bring together the businesses under six pillars,...
-
Insurance Administrator
2 weeks ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeMonday-Friday 9am-5pm. * No weekends! * Hybrid workingA leading financial services company are looking for an Insurance Administrator to join their friendly, family feel office in Witney. This is a great opportunity to gain experience in the insurance industry as full training is provided!You will be working within a team of 3 other Support Executives,(and...
-
Insurance Administrator
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeMonday-Friday 9am-5pm. * No weekends! * Hybrid working A leading financial services company are looking for an Insurance Administrator to join their friendly, family feel office in Witney. This is a great opportunity to gain experience in the insurance industry as full training is provided! You will be working within a team of 3 other Support...
-
Insurance Administrator
1 month ago
Witney, United Kingdom The Burford Recruitment Company Ltd Full timeMonday-Friday 9am-5pm. * No weekends! * Hybrid workingA leading financial services company are looking for an Insurance Administrator to join their friendly, family feel office in Witney. This is a great opportunity to gain experience in the insurance industry as full training is provided!You will be working within a team of 3 other Support Executives,(and...