Financial Planning Administrator

4 weeks ago


Sale, United Kingdom Capio Recruitment Full time

**Job Tittle: Financial Planning Administrator**

**Location: Sale, Manchester, Hybrid-Remote**

**Salary: £24,000 - £28,000 + Bonus & Benefits**

**Working for our client?**

Our client is a modern and innovative national wealth management firm with a long-standing history of helping valued clients make the most of their wealth.

They work with individuals, businesses and charities a like offering a comprehensive wealth management service across a full range of financial products including Pensions, Investments, Tax, Protection and estate planning.

Within the company you will meet with like minded professionals who benefits from companies ‘employee first’ mentality with a real focus on staff wellbeing shown through a range of benefits.

Alongside a contemporary office space and great team environment you will be entitled to a full range of company benefits including Private health care, income protection, company pension, death in service and wellbeing programmes.

**The Position**

Currently we are seeking to add an enthusiastic individual to work within Adviser support team, helping Financial Planners to deliver a first-class service to clients.

**Responsibilities**
- Build and maintain strong working relationships with your Financial Planners
- Ensure that communication with Clients is clear and concise helping maintain files, reviews and documentation.
- Processing and chasing Letters of Authority
- Submission of new business to various platforms
- Chasing through cases submitted to providers
- Assisting various teams within the Wealth team, such as the Paraplanning department, where appropriate
- Has a good working knowledge of Pensions and Investments products
- Excellent interpersonal skills
- Prior experience with I.O (Intelligent Office) would be advantageous
- Ability to work proactively and independently as well as within a team environment
- Strong analytical and research skills
- Has an understanding of compliance procedures and working knowledge of the FCA

**What Happens Next?**

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Flexitime
- On-site parking
- Work from home

Schedule:

- Flexitime

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- SALE: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in SALE

Reference ID: 36955



  • Sale, United Kingdom NJR Recruitment Full time

    PERSONAL ASSISTANT / FINANCIAL PLANNING ADMINISTRATOR LOCATION: Sale SALARY: Up to £28,000 Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established...


  • Sale, United Kingdom NJR Recruitment Full time

    ** FINANCIAL PLANNING ASSISTANT** **LOCATION: SALE ** FREE ON-SITE PARKING** **SALARY: UP TO £27,000** Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their...


  • Sale, United Kingdom NJR Recruitment Full time

    ADMINISTRATOR - FINANCIAL PLANNING FIRM LOCATION: SALE SALARY: £20,000 + EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment are now working in Partnership with a well-respected financial services company whose focus is on helping clients achieve their aims, goals and objectives by providing financial advice delivered in a way that makes them feel...

  • Administrator

    1 week ago


    Sale, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Sale** **SALARY** **£23000 - £23000** **JOB TYPE** **Permanent** **REF** **EW2311-021_1699623376** **Administrator** **£23,000 + Company bonus** **Sale, Trafford** It is almost unheard of to get bonus in an administration role but here it is As an employee owned business, you will earn 15% company bonus on top of your wage every...


  • Sale, United Kingdom Platinum Financial Recruitment Full time

    **LOCATION** **Sale** **SALARY** **£23000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2311-09101_1700216849** **Business Administrator** **£23,000 - £25,000** **Sale, Trafford** The administration function at this business is recognised as the heartbeat of their success, with that in mind they are looking for their next key hire in...


  • Sale, Greater Manchester, United Kingdom atomos Full time

    Career If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business.For self-motivated people, show us what you can do and we like to open opportunities to support your growth. ...


  • Sale, United Kingdom Sesame Bankhall Group Full time

    **Group Operations Administrator** **Salary - £22,367 per annum, plus bonus and benefits** **Benefits include: Company Bonus, 27 days holiday (plus 1 wellbeing day, ½ celebration day and bank holidays), Company Pension, 8 x Life Assurance, Discounted Insurance Products, flexible and hybrid working.** Here at Sesame Bankhall Group (SBG), we aim to be the...


  • Sale, United Kingdom Imperium Financial Recruitment Full time

    **Salary**: £29,000.00-£31,000.00 per year Schedule: - 8 hour shift Ability to commute/relocate: - Sale: reliably commute or plan to relocate before starting work (required) Work Location: In person Reference ID: RC45


  • Sale, United Kingdom Imperium Financial Recruitment Full time

    **Salary**: £29,000.00-£31,000.00 per year Schedule: - 8 hour shift Ability to commute/relocate: - Sale: reliably commute or plan to relocate before starting work (required) Work Location: One location Reference ID: RC45

  • Finance Administrator

    2 weeks ago


    Sale, United Kingdom HAWKMONT CONSULTING LIMITED TA INTRINSIC RESOURCING Full time

    Our client, a dynamic consultancy business based in Sale, is seeking a Finance Administrator to join their growing finance team. The role will assist with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management. The duties will include:- Prepare and maintain financial...


  • Sale, United Kingdom atomos Full time

    **Career** You want to be at a growth firm where you are recognised for what you personally bring to the table. This is a great opportunity to work in a positive team that is welcomed by the business in helping us achieve client excellence (that's right we value the Quality team!) **About the role** Undertake file reviews to ensure Atomos is providing the...

  • Administrator

    3 days ago


    Sale, United Kingdom Reed Talent Solutions Full time

    Trafford Council have a fantastic opportunity available for an Administrator to work on a full time basis for 3 months. **Contract**:3 months **Location**:Sale Waterside, M33 7ZF. Offering great transport links and local amenities **Hours**:Full time 36.25 per week. As a Business Support Officer you will assist the Business Support Team Leader in...

  • Financial Controller

    1 month ago


    Sale, United Kingdom SJC Full time

    My client, an ambitious, rapidly growing business based in South Manchester is looking for a Financial Controller to join their team. The business has recently been through a MBO and plans to triple its turnover through acquisition over the next few years. Given these ambitious growth plans the business requires a Financial Controller in a FD designate role...


  • Sale, United Kingdom Recruit Wealth Ltd Full time

    Our client, a notable industry pension provider, collaborate with regulated financial advisers offering a range of personal pensions for UK and non-UK residents. They offer advanced pension products, which have won various industry awards to date, with an unwavering focus on clients and their products. With a clear focus on financial services technology and...


  • Sale, United Kingdom Recruit UK Full time

    **Job Title**: Trainee Financial Adviser **Industry**: Financial Planning **Location**:Sale **Salary**: £28,000 **Job Reference**:7505 **Job Description: Trainee Financial Adviser** **Are you looking for the opportunity to step into a financial adviser role?** Recruit UK is working on an excellent opportunity for a trainee financial adviser to join a...


  • Sale, United Kingdom Cameron James Full time

    We are recruiting for a Client and Adviser Support for our clients in Manchester who recently merged with a highly regarded firm of Wealth Managers. This is a hybrid role, 3 days in the office 2 from home. There may be some flexibility on this as well. Excellentbenefits. Experience in providing administrative support within a Wealth Management or Financial...


  • Sale, United Kingdom Sesame Bankhall Group Full time

    **What is a typical day like in the role of a Group Operations Officer?** You will spend your day on a variety of activities, you will be talking to our members, building a relationship with them in order to help them with their enquires, ensuring their network requirements are kept up to dated, helping new members with their joining process or supporting...

  • Administrator

    2 days ago


    Sale, United Kingdom Page Personnel Finance Full time

    A fantastic new opportunity working as a full-time Administrator based in Sale. The permanent role has an excellent salary on offer of £24,000 p.a with hybrid working. **Client Details** My client is a not-for-profit organisation based in Sale. They are part of the engineering industry where their objective is to advance the science and art of engineering...


  • Sale, United Kingdom Teneo Full time

    The Role The Manchester-based Financial Advisory team have led many of the largest and most complex assignments in the region over the last few years. Recent administration projects include Studio Retail plc, Urban Splash Haus, Missguided Retail, Broadway Fibre LLP. The team has a market-leading advisory presence and works with a broad range of corporates...


  • Sale, United Kingdom Northern Care Alliance NHS Foundation Trust Full time

    **Please not that this vacancy is for Advancing Quality Alliance (Aqua) and will be based at Crossgate House in Sale and not for Salford Royal NHS Foundation Trust** This role is based with the Advancing Quality Alliance (Aqua) Team. Aqua is hosted by The Northern Care Alliance. As our Administration Assistant, you will be responsible for supporting the...