Financial Planning Administrator
3 weeks ago
**Location**
**Salary**
**Posted on**
**Reference**
**Shrewsbury
£22000 - £25000
22/11/2023
NJR13980
DESCRIPTION
Financial Planning Administrator
Locations: Shrewsbury
**Salary**: £22,000 - £25,000
The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a team of Finance Advisors and Paraplanners dealing with a large portfolio of Private and Corporate clients, daily duties will be varied and consist of;
To create and maintain client records using Capita software programmes
Prepare Letter of Authority
Prepare client files for review meetings, including fund analytics and completing post-review tasks such as fund switching, rebalancing and suitability report writing
Address client's enquiries in an efficient professional manner including over the telephone, face to face and in all written correspondence
Ensure regular contact is held with clients informing them of any changes or suitable amendments to consider relating to a policy held
Our Client will fully support those wanting to working towards the CII exams. The desire to succeed within the buoyant professional planning industry is required and should be demonstrated at interview stage.
NJR 13980
-
Financial Planning Administrator
1 month ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 26/02/2024 NJR13980 DESCRIPTION Financial Planning Administrator Locations: Shrewsbury **Salary**: £22,000 - £25,000 The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a...
-
Financial Planning Administrator
4 weeks ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 25/04/2024 NJR13980 DESCRIPTION Financial Planning Administrator Locations: Shrewsbury **Salary**: £22,000 - £25,000 The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a...
-
Financial Planning Administrator
1 month ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 28/02/2024 NJR13980 DESCRIPTION Financial Planning Administrator Locations: Shrewsbury **Salary**: £22,000 - £25,000 The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a...
-
Financial Planning Administrator
1 month ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 24/04/2024 NJR13980 DESCRIPTION Financial Planning Administrator Locations: Shrewsbury **Salary**: £22,000 - £25,000 The main aspect of the role will be to provide a professional and compressive administration service in an exceptionally busy environment. Supporting a...
-
Financial Planning Administrator
4 days ago
Shrewsbury, United Kingdom CareerBliss Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.The main...
-
Financial Planning Administrator
4 days ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications click apply...
-
Financial Planning Administrator
6 days ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.The main...
-
Financial Planning Administrator
6 days ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.The main...
-
Financial Planning Administrator
6 days ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.The main...
-
Financial Planning Administrator
2 days ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.Check out the...
-
Financial Planning Administrator
6 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The...
-
Financial Planning Administrator
6 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The...
-
Financial Planning Administrator
4 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. ...
-
Financial Planning Administrator
4 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications...
-
Financial Planning Administrator
5 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. ...
-
Financial Planning Administrator
6 days ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. ...
-
Independent Financial Adviser
17 hours ago
Shrewsbury, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Shropshire/Shrewsbury** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
-
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The main...
-
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The main...
-
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeOur Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of Consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. The main...