Financial Planning Administrator home and office working
4 weeks ago
Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. Role Overview:· General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents.· General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings.· Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online. · Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner.· Processing of back-office tasks such as billing and recording commission and adviser fees on our systems· Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations.· Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes.· Ensure compliance with financial regulations and company policies.
The ideal candidate will have:· At least three years’ experience in an administrative or support role in Financial Services.· Excellent computer skills.· Competitive salary· Generous holiday entitlement and day off on your birthday· Holiday purchase/sale scheme· Flexible home working policy· Matching employer pension contributions· Private health insurance · Employee assistance programme· Length of service recognition· Social events · Study support for a Financial Planning Administration qualification
-
Financial Services Administrator
4 weeks ago
Bury, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bury** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW230-1221_1691759650** **Financial Services Administrator** **£24,000 - £26,000 + Company Bonus!** **Bury** You may be tired of rush hour traffic into Town/ you may have a long commute to work or just miss dropping your children off at school in the...
-
Financial Advisor
2 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeJob DescriptionIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come...
-
Administrator -home & office working
1 month ago
Bury St Edmunds, Suffolk, United Kingdom Leonard Curtis Full timeWe currently have a Senior Insolvency Administrator vacancy on our National Closure Team in our busy Whitefield office. Leonard Curtis is a market leading professional services provider operating across the UK and Channel Islands. Our expert team of specialists deliver positive strategic advice across restructuring and insolvency, funding and law across 25...
-
Financial Advisor
1 month ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...
-
Financial Advisor
3 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...
-
Financial Advisor
2 days ago
Suffolk, United Kingdom Quilter Financial Planning Full timeJob Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...
-
Financial Advisor
1 month ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...
-
Financial Advisor
4 weeks ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSkillsUnderstanding complex information - Analysing financial dataTeam building -...
-
Financial Advisor
1 month ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...
-
Financial Advisor
2 days ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationshipsSubmit your CV and any additional required information after you have read this description by...
-
Financial Services Administrator
12 hours ago
Bury St Edmunds, United Kingdom Ortus PSR Full timeAre you seeking a workplace that values your growth and development? Our client, a leading organization in the financial services sector, is actively seeking a Financial Planning Administrator to join their dynamic team. Renowned for their commitment to employee wellbeing and community engagement, this company offers a supportive environment where you can...
-
Financial Advisor
1 month ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...
-
Financial Advisor
2 days ago
Suffolk, United Kingdom Quilter Financial Planning Full timeJob Description One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team...
-
Mortgage Administrator
4 weeks ago
St Helens, United Kingdom Allisons Financial Planning Full timeAn exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from mortgage & protection to retirement & pension planning and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...
-
Mortgage Administrator
1 month ago
St Helens, United Kingdom Allisons Financial Planning Full timeAn exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from mortgage & protection to retirement & pension planning and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...
-
Financial Services Administrator
1 month ago
Ipswich, Suffolk, United Kingdom Service Service Full timeMy client is a successful Independent Financial Advice Practice with offices throughout East Anglia. My client is a sizeable group but remain a small and personable collective of likeminded professionals who really care about the clients they service. I am currently looking to recruit an experienced IFA Administrator to join their well-established,...
-
Bury St. Edmunds, United Kingdom Suffolk County Council (SCC) Full time**Coney Weston Parish Council - Coney Weston, IP31 1DR**: - **£24,294 - £26,421 pro rata**: - **5 hours per week* (days and times to be agreed, some evening work will be required)**: - **Permanent**: - **Home based with meetings at Coney Weston Village Hall**: - **Reference: 0625** Applications are invited for the position of **Clerk and Responsible...
-
Administrator
1 month ago
Bury, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bury** **SALARY** **£27000 - £30000** **JOB TYPE** **Permanent** **REF** **EW2404-01977_1713450174** **Administrator** **£27,000 - £30,000 + Benefits + Hybrid Working** **Bury** I’ve not seen a benefits package like this in a long time, it’s fantastic to see companies moving with the times and appreciating the work their...
-
Ifa Administrator
1 month ago
Bury St. Edmunds, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title**: IFA Administrator **Location**: Bury St Edmunds **Salary**: £25,000 to £35,000 **The Position** We are currently working on a new IFA Administrator position with a Financial Planning firm to be based in from their boutique office based in Bury St Edmunds. Our client is forward thinking with a fun, hardworking office culture built around...
-
Administrator
4 weeks ago
Bury, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bury** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW2308-02_1692002159** **Administrator - Professional Services** **£24,000 - £26,000** **Bury** What an exciting role this is for someone to work for a professional services organisation in Bury, growing, expanding and looking for staff that want a...