Plan Administration

The Company:A well respected and professional financial planning firm with ambitious growth plans.The Role:The Financial Planning Administrator will be a key member of the team and will be involved in all aspects of client service administration and Financial Planning support to a growing team of Financial Planners and Paraplanners.The Financial Planning...

General requirements The post holder will be responsible for undertaking administrative tasks to a high standard. This includes: Scheduling and facilitating meetings (including Business Planning Group (BPG), Annual Integrated Planning Group (AIPG). Ensuring papers for meetings are assured and issued within set timescales and agendas and accurate records of...

**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We are urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key duties and responsibilities**: - Maintaining client records - Supporting client journey -...

Pertemps are proud to be working with one of the largest Global Clients in the field of Logistics to recruit a Planning and Despatch Administrator on a permanent basis, this role will involve planning the internal workload for picking and preparation of orders in line with our clients customers requirements. The role also involves ensuring that Transport...

**The offering** A new opportunity has arisen for an experienced Financial Planning Administrator to join a long-established firm of Financial Planners on the outskirts of Sheffield. **Accountabilities** The role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both...

**The offering** A new opportunity has arisen for a Financial Planning Administrator to join a long-established firm of Financial Planners in their Sheffield office. A trainee will be considered for this role. **Accountabilities** The role will involve providing full administrative support to financial planners who give advice on pensions, investments and...

**The offering** A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their sheffield office. A trainee will be considered for this role including a recent graduate. **Accountabilities** The role will involve providing full administrative support to financial planners who give advice...

**Technical IFA / Wealth Planning Administrator** **Location: Sheffield** **Salary: £25,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you love a varied role? Or is your salary now not reflecting your IFA Administration experience? Would you like to work for a company who are committed to career...