Financial Administrator

3 weeks ago


Barnstaple, United Kingdom Recruit UK Full time

**Job Title**:Financial Planning Administrator

**Industry**:Financial Services

**Location**:Barnstaple

**Salary**:Up to £28,000

**Job reference**:7421

Recruit UK are seeking a Financial Planning Administrator to join a prestigious wealth management firm based in Barnstaple.

**Duties will include**:

- Producing suitability report
- Valuations
- Preparation for meetings
- Scanning duties
- Updating CRM systems
- Compliance duties
- Working closely with the paraplanning team

**Benefits**:

- Salary up to £28,000
- Matched pension contribution - 5%
- Generous sick pay
- Flexible home and office working
- Group death in service
- Group Income Protection
- Assistance with future examinations
- Generous holiday allowance
- Health Cash Plan
- Online discounts portal

**Skills and experience required**:

- Previous financial services experience
- Proficient use of Excel and Intelliflo Office
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

**About Recruit UK**:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Barnstaple on an administration role.

**Our commitment to you**:

- _Start every journey with a conversation to find out about you in-depth._
- _Provide honest feedback on where you fit in the jobs market._
- _Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you._
- _Take a holistic mindfulness approach - career happiness is rarely just about the money._
- _Cover the whole of the UK with a local touch through our regional teams._
- _Never pester you._

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

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Work from home

Work Location: One location

Reference ID: 7421



  • Barnstaple, United Kingdom MCS Group Full time

    MCS Group is delighted to be working in partnership with a regional financial planning firm as they seek an experienced Financial Services Administrator The Financial Services Administrator would ensure all administration for life, pensions, and investments submitted business is effectively managed from issue to completion, in a timely manner, and that all...


  • Barnstaple, United Kingdom Recruit UK Full time

    **Job Title**: Financial Administrator **Industry**:Financial Planning **Location**: Barnstaple **Salary**:£21,000 - £26,000 **Job reference**:7421 This company ensures their clients are provided with the advice they deserve, recognising that each client is different and therefore tailoring their services to the client and offering a range of...


  • Barnstaple, United Kingdom GCB Recruitment Full time

    We are currently looking for a Financial Services Administrator to join our clients, an established financial planning firm in the Barnstaple area. You would ensure all administration for life, pensions and investments submitted business is effectively managedto completion/issue in a timely manner, and that all service levels are met. **The successful...


  • Barnstaple, United Kingdom GCB Agency Recruitment Full time

    Location: Devon, Barnstaple - Discipline: Financial Services - Job type: Permanent - Benefits: £22,000 - £28,000 Basic - Published: 2023-06-09 - Expiry date: 2023-07-21 - Reference: 3618 We are currently looking for a Financial Services Administrator to join our clients, an established financial planning firm in Barnstaple. You would ensure all...


  • Barnstaple, United Kingdom Zoop Recruitment Full time

    Zoop are delighted to be recruiting a Financial Services Administrator for a new and fresh financial services business. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Responsibilities**: - Client...

  • Senior Administrator

    3 weeks ago


    Barnstaple, United Kingdom AFH Financial Group Full time

    **IFA Senior Administrator - Barnstaple** A fantastic opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working and shift patterns of 8am - 4pm, 9am - 5pm,...


  • Barnstaple, United Kingdom AFH Financial Group Full time

    **IFA Senior Administrator** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Barnstaple officewith hybrid working opportunities. You...


  • Barnstaple, Devon, United Kingdom AFH Financial Group Full time

    IFA Senior AdministratorA fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.We have an exciting opportunity to join our existing Administration team. We are looking for those of you who wish to grow with us as a business in our Barnstaple officewith hybrid working opportunities. You will join us...


  • Barnstaple, United Kingdom Idex Full time

    We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. This is a hybrid working opportunity which will see you part...


  • Barnstaple, United Kingdom IDEX Consulting Ltd Full time

    We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, andthat all service levels are met. This is a hybrid working opportunity which will see you part office/part...


  • Barnstaple, United Kingdom Idex Full time

    We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. This is a hybrid working opportunity which will see you part...

  • Administrator

    2 weeks ago


    Barnstaple, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a rapidly growing financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

  • Administrator

    1 week ago


    Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a rapidly growing financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

  • IFA Administrator

    3 weeks ago


    Barnstaple, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    3 weeks ago


    Barnstaple, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    6 days ago


    Barnstaple, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    1 week ago


    Barnstaple, Devon, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • IFA Administrator

    3 weeks ago


    Barnstaple, United Kingdom Premier Jobs UK Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...

  • Ifa Administrator

    3 weeks ago


    Barnstaple, United Kingdom Premier Jobs UK Limited Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a rapidly growing financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

  • IFA Administrator

    2 weeks ago


    Barnstaple, United Kingdom CareerBliss Full time

    This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial...