Financial Planning Administrator
2 weeks ago
**New year and looking to take your financial planning administration career to the next level? This role would suit an experienced IFA administrator looking to support the busiest Adviser at this national firm.**
After continued growth and development this leading financial services organisation is looking to bring an experienced and enthusiastic wealth management support professional on board to advance their career.
Duties for this role will include:
- To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
- To deliver high standard administrative support and customer service within the financial services team in line with company strategies, policies and procedures.
- Ensure new business is packaged up accurately and passed across to Business Support Team Manager
- Arranging meetings with clients on behalf of the Financial Planners
- Prepare for meetings by pulling together all mandatory documentation
- To liaise effectively with Advisers, Clients, Colleagues, Providers & Introducers
- To ensure clients are offered a review meeting at least once a year as per our procedures.
- Collating & updating client personal fact find information
You will have:
- Organised with the ability to multi-task.
- Can do attitude
- Working knowledge of the regulated Financial Services Industry
- Previously worked in a Financial Services administration role so have some familiarity with the terms used.
- Experience with IO would be an advantage
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package andthe support to develop your skills and further your career.
Hybrid working is offered after training.
-
Financial Analyst
Found in: Talent UK C2 - 14 hours ago
Newmarket, United Kingdom Tegel Full timeWe have an exciting fixed-term opportunity available for a Financial Analyst to join our team in Newmarket. Reporting directly to the Senior Accountant, this role involves analyzing and assisting in the preparation of timely and accurate assigned accounts. Your contribution will be essential in accurately reflecting the business performance through...
-
Administrator
16 hours ago
Newmarket, United Kingdom Wates Full time**We have a new opportunity for a skilled Administrator **to join our Major Projects team in Cambridgeshire area, providing a full range of administrative support for our project. **The Key Accountabilities of this role will include, - Compose and send routine correspondence - Co-ordinate and manage the diary of the team and organise itineraries and other...
-
Marketing Administrator
4 days ago
Newmarket, United Kingdom Exact Sourcing Ltd Full time**Marketing Administrator** Due to internal promotion, an exciting opportunity has arisen to join this thriving company in the heart of Newmarket as their Marketing Administrator. Working in a modern and vibrant environment you will be joining a proactive and energetic team who thrives off multitasking and being busy, where no two days are the same. As the...
-
Marketing Administrator
4 days ago
Newmarket, United Kingdom Polkadotfrog Full time**the role.** Polkadotfrog are working with a collaborative and successful company in Newmarket. Together, we are recruiting for a Marketing Administrator to join their team on a full time, permanent basis. - Media research - Campaign planning - Print management (request and stock control) - Data Administration - Event Management - Copy writing/poof...
-
Administrator
4 days ago
Newmarket, United Kingdom IAPA Full time**About IAPA** IAPA is a leading global association of independent accounting, audit, tax and legal firms that are relationship centric, with a global mind set. Established in 1979, IAPA comprises over 80 member firms with offices in over 60 countries. IAPA has recently moved to a hybrid working model, meaning this role will be home based, but will also...
-
Student Support Administrator
2 days ago
Newmarket, United Kingdom PeoplePlus Full timeBased on site at HMP Highpoint our Student Support Administrators provide comprehensive administrative support across high-profile contracts. Within your role you will be responsible for ensuring that the administration systems and processes operate in a timely and effective manner, adhering to all quality standards. You will also be the first point of...
-
Student Support Administrator
6 days ago
Newmarket, United Kingdom PeoplePlus Full timeBased on site at HMP Highpoint our Student Support Administrators provide comprehensive administrative support across high-profile contracts. Within your role you will be responsible for ensuring that the administration systems and processes operate in a timely and effective manner, adhering to all quality standards. You will also be the first point of...
-
Administrator
14 minutes ago
Newmarket, United Kingdom Neway International Full timeWe are looking for Admins to join our client's team based in Newmarket. Immediate start! Admin's **working hours**; - Monday to Friday 8:00-17:00 or - 7 days on 7 days off 6:00-18:00 Admin's **pay rate** is £11.50 per hour. Admin **main duties;** - Communication with customers - Responsible for daily stock entry and control - Ensuring a smooth process...
-
Learning & Development Administrator
4 days ago
Newmarket, United Kingdom Your World Healthcare Full time**Learning & Development Administrator** **Location**: Newmarket **Job Type**: Temporary **Duration of booking**: Expected to last till March 2023 **Proposed start date**: ASAP **Sector**: Healthcare **Base**:Office **Band**: 3 **Pay Rates**: £10.69 PAYE INC **Working Days and Hours**:Monday to Friday 9am to 5pm **Remote Working**:Home Based -...
-
Customer Service Administrator
4 days ago
Newmarket, United Kingdom Crem Recruitment Full time**Customer Service Administrator.** Crem recruitment are looking for a customer service administrator to join our client in Newmarket. This role will be temporary ongoing and is required for an immediate start. Hours of work will be 37.5 Monday - Friday. Duties will include: - Providing reports on the customer order status, shipments and backorders as...
-
Branch Manager
2 weeks ago
Newmarket, United Kingdom Pertemps Cambridge Full timeWe are recruiting for a Branch Manager for a brand new office in Newmarket for an established National Insurance company. o Contract: Permanent o Working Hours: Monday to Friday, 9.00am – 5.00pm (35 hour week) o Hybrid Working: No o Salary Range: Competitive and negotiable o Discretionary Bonus: Yes Fantastic company benefit...
-
Branch Manager
Found in: Whatjobs ES C2 - 4 days ago
Newmarket, United Kingdom Pertemps Cambridge Full timeWe are recruiting for a Branch Manager for a brand new office in Newmarket for an established National Insurance company.o Contract: Permanento Working Hours: Monday to Friday, 9.00am – 5.00pm (35 hour week)o Hybrid Working: Noo Salary Range: Competitive and negotiableo Discretionary Bonus: YesFantastic company benefit...
-
Branch Manager
Found in: Talent UK C2 - 2 weeks ago
Newmarket, United Kingdom Pertemps Bond Full timeWe are recruiting for a Branch Manager for a brand new office in Newmarket for an established National Insurance company.o Contract: Permanento Working Hours: Monday to Friday, 9.00am – 5.00pm (35 hour week)o Hybrid Working: Noo Salary Range: Competitive and negotiableo Discretionary Bonus: YesFantastic company benefit...
-
International Business Manager
1 week ago
Newmarket, Suffolk, United Kingdom Pertemps Full timeWe are recruiting for a Branch Manager for a brand new office in Newmarket for an established National Insurance company. Permanent oWorking Hours:Monday to Friday, 9.oDiscretionary Bonus: Yes Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient...
-
International Business Manager
6 hours ago
Newmarket, Suffolk, United Kingdom Pertemps Cambridge Full timeWe are recruiting for a Branch Manager for a brand new office in Newmarket for an established National Insurance company. Permanent oWorking Hours:Monday to Friday, 9.oDiscretionary Bonus: Yes Manage the maintenance, development, performance, governance, administration and delivery of the insurance provision for the organisation to produce an efficient...
-
Junior Accountant
2 weeks ago
Newmarket, United Kingdom Swift Recruit Full timeAbout the Role: We have a junior accounting role that has become available. Are you a motivated and detail-oriented person who has studied, or wants to get into finance? Join our clients growing team and play a vital role in supporting their clients. You will be responsible for a variety of accounting tasks, providing accurate and timely financial...
-
Junior Accountant
Found in: Whatjobs ES C2 - 4 days ago
Newmarket, United Kingdom Swift Recruit Full timeAbout the Role:We have a junior accounting role that has become available. Are you a motivated and detail-oriented person who has studied, or wants to get into finance? Join our clients growing team and play a vital role in supporting their clients. You will be responsible for a variety of accounting tasks, providing accurate and timely financial...
-
Practice Accountant
Found in: Whatjobs ES C2 - 4 days ago
Newmarket, United Kingdom Swift Recruit Full timeWe are seeking a motivated and detail-oriented Practice Accountant to join our clients growing team and play a vital role in supporting their clients. You will be responsible for a variety of accounting tasks, providing accurate and timely financial services.Responsibilities: * Prepare financial statements (balance sheets, income statements, cash flow...
-
Commercial Insurance Broker
2 weeks ago
Newmarket, United Kingdom Massenhove Recruitment Limited Full timeCommercial Insurance Broker - Branch Manager Job Market - Insurance Commercial Insurance Branch Manager - Key duties Manage, direct and monitor insurance activities and the overall performance of the team to increase efficiency and maximize performance. General administration of all insurance provisions including claims. Effective liaison, support, and...
-
Practice Accountant
Found in: beBee S GB - 1 week ago
Newmarket, United Kingdom Swift Recruit Full timeWe are seeking a motivated and detail-oriented Practice Accountant to join our clients growing team and play a vital role in supporting their clients. You will be responsible for a variety of accounting tasks, providing accurate and timely financial services. Responsibilities: Prepare financial statements (balance sheets, income statements, cash flow...