Current jobs related to Financial Planning Administrator - Harpenden - Recruit Wealth Ltd
-
Financial Services Administrator
1 week ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityFinancial Divisions is seeking an experienced IFA Administrator to join their team. As a key member of the paraplanning department, you will work closely with advisers, paraplanners, and administrators to provide exceptional support and contribute to the company's growth.Key Responsibilities:Collaborate with the Head of...
-
Financial Services Administrator
1 week ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityFinancial Divisions is seeking an experienced IFA Administrator to join their team. As a key member of the paraplanning department, you will work closely with advisers, paraplanners, and administrators to provide exceptional support and contribute to the company's growth.Key Responsibilities:Collaborate with the Head of...
-
Financial Services Administrator
5 days ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Financial Divisions, a top-tier neighbourhood wealth management company. This role offers a fantastic growth opportunity for a motivated individual who wants to progress into paraplanning.Key Responsibilities:Collaborate closely with advisers, paraplanners, and...
-
Financial Services Administrator
5 days ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team at Financial Divisions, a top-tier neighbourhood wealth management company. This role offers a fantastic growth opportunity for a motivated individual who wants to progress into paraplanning.Key Responsibilities:Collaborate closely with advisers, paraplanners, and...
-
Financial Services Administrator
20 hours ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeCompetitive Salary: £30,000 - £34,000 (DOE) + Excellent Benefits PackageA fantastic opportunity has arisen for an experienced IFA Administrator to join our team at Financial Divisions, a top-tier neighbourhood wealth management company. We pride ourselves on delivering exceptional client experiences and fostering a collaborative work environment.The Role:...
-
Financial Services Administrator
20 hours ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeCompetitive Salary: £30,000 - £34,000 (DOE) + Excellent Benefits PackageA fantastic opportunity has arisen for an experienced IFA Administrator to join our team at Financial Divisions, a top-tier neighbourhood wealth management company. We pride ourselves on delivering exceptional client experiences and fostering a collaborative work environment.The Role:...
-
Financial Planning Administrator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityRecruit Wealth Ltd is representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.The business is modern, technologically advanced, and highly ethical, with a focus on delivering exceptional client...
-
Financial Planning Administrator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityRecruit Wealth Ltd is representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.The business is modern, technologically advanced, and highly ethical, with a focus on delivering exceptional client...
-
Financial Planning Administrator
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeJob DescriptionWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for providing exceptional administrative support to our Financial Planners and Paraplanners.Key Responsibilities:Client Service Delivery: Deliver the highest possible level...
-
Financial Planning Administrator
3 weeks ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeJob DescriptionWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our team, you will be responsible for providing exceptional administrative support to our Financial Planners and Paraplanners.Key Responsibilities:Client Service Delivery: Deliver the highest possible level...
-
Financial Planning Administrator
6 days ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a Financial Planning Administrator to join their team.About the RoleThe practice is recognised as a leading, independent Financing Planning business in the Hertfordshire area with...
-
Financial Planning Administrator
6 days ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a Financial Planning Administrator to join their team.About the RoleThe practice is recognised as a leading, independent Financing Planning business in the Hertfordshire area with...
-
Financial Planning Administrator
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Full timeRecruit Wealth is representing a highly successful, independent, financial advisory business in the UK who are currently looking to recruit a Junior Financial Planning Administrator to join their team. The business is a modern, technologically advanced, and highly ethical organization where client outcomes are at the forefront of everything they do. They...
-
Financial Planning Administrator
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Full timeRecruit Wealth is representing a highly successful, independent, financial advisory business in the UK who are currently looking to recruit a Junior Financial Planning Administrator to join their team. The business is a modern, technologically advanced, and highly ethical organization where client outcomes are at the forefront of everything they do. They...
-
Financial Services Coordinator
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityWe are seeking a highly motivated and experienced IFA Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will play a crucial role in supporting our advisers and paraplanners in delivering exceptional client experiences.Key Responsibilities:Collaborate closely with advisers,...
-
Financial Services Coordinator
2 weeks ago
Harpenden, Hertfordshire, United Kingdom Financial Divisions Full timeIFA Administrator OpportunityWe are seeking a highly motivated and experienced IFA Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will play a crucial role in supporting our advisers and paraplanners in delivering exceptional client experiences.Key Responsibilities:Collaborate closely with advisers,...
-
Financial Planning Coordinator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.About the RoleThe successful candidate will be responsible for delivering exceptional client service, preparing documentation packs,...
-
Financial Planning Coordinator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.About the RoleThe successful candidate will be responsible for delivering exceptional client service, preparing documentation packs,...
-
Financial Planning Coordinator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.About the RoleThe practice is a leading, independent Financial Planning business in the Hertfordshire area with an excellent reputation....
-
Financial Planning Coordinator
1 week ago
Harpenden, Hertfordshire, United Kingdom Recruit Wealth Ltd Full timeFinancial Planning Administrator OpportunityWe are representing a highly successful, independent Financial Planning business in Hertfordshire who are seeking a skilled Financial Planning Administrator to join their team.About the RoleThe practice is a leading, independent Financial Planning business in the Hertfordshire area with an excellent reputation....
Financial Planning Administrator
4 months ago
Recruit Wealth are representing a highly successful, independent, Financial Planning business in Hertfordshire who are currently looking to recruit a "Junior" Financial Planning Administrator to their brilliant team.
Our client is modern, technologically advanced and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment, protection and mortgage advice working towards ensuring financial security with their expert guidance.
The practice is recognised as a leading Financing Planning business in the Hertfordshire area with an enviable reputation. Staff retention and well-being are second to none, this is an opportunity to join one of the best Advisory names in Hertfordshire.
You will be working alongside experienced team members offering a high level of Administration support to the Paraplanners & Financial Planners.
Overview of the role is detailed below:
* Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships
* Preparing documentation packs for Advisers ahead of client reviews and new client meetings
* Processing letters of authority and subsequent information requests
* Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files
* Extracting information from platforms on portfolios and fund/plan performance
* Preparation of correspondence including letters and emails
* Assisting with both incoming and outgoing post
* Ensure that financial transactions are completed correctly and files are fully FCA compliant
* Assist with the arrangement of client meetings when required
* Sharing responsibility of answering inbound calls and greeting visitors
* Calling clients to provide timely updates on the status of their cases
* Project work and other ad-hoc tasks
Skills, knowledge and experience:
* Polite, courteous and professional in conduct
* Excellent telephone manner
* Ability to compose well written client emails and letters using accurate grammar
* Experience in Financial Services and/or professional industry would be advantageous
* A good base knowledge of IT systems including MS Office applications
* An ability to pick up technical knowledge and systems quickly
* Good attention to detail
* Strong organisational skills and ability to work independently
* Energy, enthusiasm and drive
* Flexible attitude with strong agile thinking
* Good team player
The business offers a rewarding career for all their staff with excellent management support, regular appraisals alongside annual salary reviews.
This is a superb opportunity and one that can cater for training/development/progression.
If you have worked in professional industry, insurance or already in Financial Services then this is a stand out role to consider.
Recruit Wealth have supported the business for many many years, we hold the practice in extremely high regard.
An excellent salary, company benefits, superb modern offices, hybrid working with a collaborative team are all available.
Please apply to us here at Recruit Wealth for an immediate response
