Senior Financial Planning Administrator
1 month ago
The Company Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects. The Role THIS ROLE IS BASED IN THE GUILDFORD BRANCH OF THIS WEALTH MANAGEMENT FIRM. Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of administrative support to the Wealth Planning Team. The Senior Financial Planning Administrator / Wealth Planning Assistant will assist the Administration Manager, Planners and Paraplanners , undertake financial reconciliations and reporting tasks, and provide training and mentorship to less experienced members of the team. The Senior Financial Planning Administrator / Wealth Planning Assistant will be responsible for client data input and client record maintenance. The Senior Financial Planning Administrator / Wealth Planning Assistant will maintain a daily activity diary and maintain it’s database to include supervisor access, fund updates, template set up. The Senior Financial Planning Administrator will follow up on information requests to life /investment companies and will issue LOA’s to providers and request information. The Senior Financial Planning Administrator will provide a summary of information in template format for Paraplanners to prepare recommendation reports and will be a liaison with clients and life companies. The Senior Financial Planning Administrator will produce valuations from, arrange stock transfers, and submit and process new business adhering to compliance requirements. The Candidate 2-3 years solid experience in financial planning administration with an understanding of financial product providers, types of wealth planning products and technical knowledge of financial services products Wealth planning market awareness - essential Good telephone manner and able to communicate confidently Knowledge of Voyant, Xplan - advantageous
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Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeJob Description 28-35K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment....
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Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...
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Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full timeJob Description 28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth...
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Guildford, Surrey, United Kingdom JJ SEARCH LIMITED Full time28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...
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Financial Planning Consultant
4 days ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. .
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Apprentice Financial Planning Administrator
1 month ago
Guildford, Surrey, United Kingdom Lime Search & Select Ltd Full timeMy client is a leading Financial Planning firm based in the Guildford areas, but with offices Nationwide, managing clients money and providing sound financial Advice to both businesses and individuals with regards to Pensions, Investments, Retirement / Estate Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently...
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Senior Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
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Senior Financial Planner
1 month ago
Surrey, United Kingdom Financial Divisions Full timeOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
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Senior Financial Planner
3 days ago
Surrey, United Kingdom Financial Divisions Full timeJob Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...
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Financial Planning Administrator
4 days ago
Guildford, Surrey, United Kingdom JJ Search Ltd Full timeThe Client Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. . click apply for full job details
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Guildford, United Kingdom JJ SEARCH LIMITED Full time28-35K Salary (depending on experience)Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an...
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Guildford, United Kingdom JJ SEARCH LIMITED Full time28-35K Salary (depending on experience)Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an...
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Guildford, United Kingdom JJ SEARCH LIMITED Full timeJob Description28-35K Salary (depending on experience)The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth IndividualsThe RoleThis is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...
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Financial Planning Administrator
5 days ago
Guildford, United Kingdom JJ Search Ltd Full timeThe ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...
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Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
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Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
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Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
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Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeJob DescriptionChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client...
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Chartered Financial Planner
4 days ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.A key client of mine who I have placed 3 staff with in the past are looking for a Senior...
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Chartered Financial Planner
3 days ago
Surrey, United Kingdom Financial Divisions Full timeJob Description Chartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing...