Financial Planning Administrator

2 weeks ago


Lincoln, United Kingdom IDEX Consulting Ltd Full time

IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln.This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are very well regarded across the business. Typical duties include.. To work closely with the aligned Financial Planners to deliver excellent client outcomesTo build relationships with clients and maintain regular contactLiaise with operational teams where support is requiredPreparation of meeting packs and valuationsMaintain back-office systems and client records in line with the company policies Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory business.Longer-term opportunities for study support and a pathway to progress is provided and fully supported by the leadership team. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive ...



  • Lincoln, United Kingdom IDEX Consulting Ltd Full time

    Financial Planning Administrator IDEX Consulting are working with a leading wealth management business who require a Financial Planning Administrator to join their established team in Lincoln. This role gives great exposure, working closely with the Financial Planning team who have been with the business for a long time and are very well regarded across the...


  • Lincoln, United Kingdom Brown & Co Full time

    **About the Firm** Brown&Co was formed in 1993 following a management buyout from Royal Life Estates. Since then the firm has grown substantially and today we are a leading provider of agency, professional and consultancy services across the whole range of rural, commercial and residential property, agriculture and the environment. From an increasing...


  • Lincoln, United Kingdom IDEX Consulting Ltd Full time

    A leading wealth management business in Lincoln is seeking a Financial Planning Administrator. In this role, you will work closely with Financial Planners to deliver excellent client outcomes and maintain back-office systems. The ideal candidate will have recent experience in a similar function within a Financial Advisory setting. Opportunities for study...


  • Lincoln, United Kingdom Office Angels Full time

    We are recruiting for a superb client for a Financial Services Administrator and once your training is complete this can be a hybrid role working in the office 2 days in Lincoln and then three from home, my client can offer flexible hours to allow for awork life balance, you will be working 37.5 hours per week around 8.30am - 5pm although as mentioned there...


  • Lincoln, United Kingdom Aspire Day Service Ltd Full time

    _**Job Summary**:_ The Business Administrator will play a vital role in supporting the smooth operation of the care that Aspire Day Service Ltd offer, providing administrative and operational assistance to ensure efficient day-to-day business processes. This position involves coordinating administrative tasks, managing documentation, assisting with...

  • Ifa Administrator

    2 weeks ago


    Lincoln, United Kingdom Ortus Psr Full time

    **IFA Administrator** **Location: Lincoln** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered...

  • Administrator

    1 week ago


    Lincoln, United Kingdom Brown & Co Full time

    **About the Firm** Brown&Co was formed in 1993 following a management buyout from Royal Life Estates. Since then the firm has grown substantially and today we are a leading provider of agency, professional and consultancy services across the whole range of rural, commercial and residential property, agriculture and the environment. From an increasing...


  • Lincoln, United Kingdom Brook Street Full time

    Part Time Admin Role Available! I am delighted to be working with a well-established corporation in Lincoln, who have an exciting opportunity for an Administrator on a part time basis! With exceptional benefits and flexibility, this is not one to miss! JOB TITLE: Administrator SALARY: £9,443.00 HOURS: 18.5 per week (Compulsory to work a 7-hour shift on a...


  • Lincoln, United Kingdom Benjamin Edwards Full time

    Financial Controller Location: Lincoln Salary: £60k-£70k & enhanced benefits Benjamin Edwards is delighted to be partnering exclusively with an expanding organisation in Lincolnshire to recruit a highly capable Financial Controller. This is a key appointment within the business and offers the opportunity to play an integral role in shaping financial...


  • Lincoln, United Kingdom Ministry of Justice Full time

    **Administrative Officer - 65895** **£21,775** **Lincoln**: **Background**: Good administrative staff with excellent customer service skills are vital to the effective operation of the Courts. Tribunals and other offices within HM Courts and Tribunals Service (HMCTS). NCES responsibilities include the collection of criminal fines. Most of the staff within...