Planning Administrator

An exciting opportunity has become available for a well organised and self-motivated individual to join the Strategy and Planning Team in the role of the Planning Administrator. The post is part time, 26.25 hours (3.5 days) worked Tuesday, Wednesday Thursday and Friday morning. This role will support the Strategy and Planning Leadership Team whose work...

General requirements The post holder will be responsible for undertaking administrative tasks to a high standard. This includes: Scheduling and facilitating meetings (including Business Planning Group (BPG), Annual Integrated Planning Group (AIPG). Ensuring papers for meetings are assured and issued within set timescales and agendas and accurate records of...

**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

Financial Planning AdministratorSalary: £28,000 & Bonus Opportunity Location: Sheffield, South YorkshireFull Time, Permanent Role - On-site Monday to FridayThe Financial Planning Administrator will receive brilliant benefitsBonus Opportunity availableMonday to Friday with no weekends!25 holiday days entitlement plus bank holiday.Attractive 8%...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

Production Planning Administrator Sheffield Office-Based  We are currently recruiting for a leading manufacturing company in their search for a Production Planning Administrator on a permanent basis. This is a fantastic opportunity for a detail-oriented and proactive individual to join a dynamic Admin team, supporting the smooth running of daily...

Financial Planning AdministratorSalary: £28,000 & Bonus OpportunityLocation: Sheffield, South YorkshireFull Time, Permanent Role - On-site Monday to FridayThe Financial Planning Administrator will receive brilliant benefits Bonus Opportunity availableMonday to Friday with no weekends!25 holiday days entitlement plus bank holiday.Attractive 8%...

**About us** Oyster Wealth Planning Ltd is a small business in Sheffield. We are agile, professional, innovative, and our goal is to work with High Net Worth Individuals and SME Directors in the surrounding counties as holistic Chartered Financial Planners. Our work environment includes: - Modern office setting - Growth opportunities Apprenticeship: This...

Financial Planning Administrator Sheffield NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created...

We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key duties and responsibilities**: - Maintaining client records - Supporting client journey -...

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Sheffield offices. **Specific Responsibilities**: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting...

Pension Services Coordinator Are you looking to become part of a prominent global organization? If you possess a meticulous attention to detail, a commitment to delivering exceptional service, and a strong emphasis on client satisfaction, we invite you to explore this opportunity with us. This hybrid position offers the flexibility to work both remotely and...

**Technical IFA / Wealth Planning Administrator** **Location: Sheffield** **Salary: £25,000 - £35,000** Are you an IFA Administrator with at least one year’s IFA Admin experience....? Do you love a varied role? Or is your salary now not reflecting your IFA Administration experience? Would you like to work for a company who are committed to career...

About the RoleSellick Partnership is seeking an experienced Team Leader to join their estate planning team on a permanent basis. As a Team Leader, you will be responsible for managing a team of administrators to deliver high standards of service and support to legal teams and customers.Key ResponsibilitiesLead a team of administrators to provide an excellent...

Job SummaryWe are seeking a highly skilled and experienced team leader to join our estate planning administration team at Co-op Legal Services. As a team leader, you will be responsible for managing a team of administrators to deliver high standards of service and support to our legal teams and customers.Key ResponsibilitiesProvide training and development...

This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield. In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm. In this varied role you will also be involved in tasks such...

Job SummaryWe are seeking an experienced team leader to join our estate planning administration team at Co-op Legal Services. As a team leader, you will be responsible for managing a team of administrators to deliver high standards of service and support to our legal teams and customers.Key ResponsibilitiesManage a team of administrators to deliver high...

Job SummaryWe are seeking an experienced team leader to join our estate planning administration team at Co-op Legal Services. As a team leader, you will be responsible for managing a team of administrators to deliver high standards of service and support to our legal teams and customers.Key ResponsibilitiesManage a team of administrators to deliver high...