Financial Planning Administrator

3 weeks 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 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



  • Shrewsbury, United Kingdom NJR Recruitment Full time

    **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...


  • Shrewsbury, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Shrewsbury £22000 - £25000 24/11/2023 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...


  • Shrewsbury, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 16/02/2024 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...


  • Shrewsbury, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Shrewsbury £22000 - £25000 27/11/2023 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...


  • Shrewsbury, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** *** Shrewsbury £22000 - £25000 15/04/2024 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...


  • Shrewsbury, Shropshire, United Kingdom Salop Holdings Ltd Full time

    Are you ready to take the helm of financial leadership in a dynamic and diverse group of companies? Salop Holdings Ltd, the proud parent company of Simmonsigns, Solar Technology International, and Lifos Batteries Ltd, is seeking a talented and strategic Group Finance Director to drive our financial success to new heights. As Group Finance Director, you will...


  • Shrewsbury, United Kingdom The Work College by School of Coding Full time

    Job Title: Financial Administrator **Responsibilities**: - Manage financial transactions and records - Prepare and analyze financial reports - Monitor and reconcile bank statements - Process invoices and payments - Assist with budgeting and forecasting - Conduct financial analysis and provide recommendations - Ensure compliance with financial regulations...


  • Shrewsbury, United Kingdom The Shrewsbury and Telford Hospital NHS Trust Full time

    Job summary An exciting opportunity has arisen for Band 4 Finance Management Assistant within the Finance team at The Shrewsbury and Telford Hospital NHS Trust. The Trust's vision is to provide excellent care to the communities we serve and our Finance Team plays an integral part in supporting the Trust to achieve this. The post holder will join a...

  • Administrator

    6 days ago


    Shrewsbury, United Kingdom Beeline Personnel Full time

    Beeline Personnel are proud to be recruiting a part time administrator/PA for an established business coach in Shropshire. Below is a list of responsibilities though this is not exhaustive: - Lead generation - Lead follow up - Document typing - Managing on going client projects - Diary management - Networking - Content creation for social media - Event...

  • Administrator

    3 weeks ago


    Shrewsbury, United Kingdom Logic 360 Group Full time

    The role will encompass financial administration duties including dealing with invoice queries and progressing overdue invoices for Fastech. It will involve account set ups, placing manual orders, assisting with stock control and assisting the Account Manager with other ad hoc duties.Duties of the role include:Dealing with internal queries about...


  • Shrewsbury, United Kingdom NJR Recruitment Full time

    SENIOR IFA ADMINISTRATOR LOCATION: Shrewsbury SALARY: 22,000 - 28,000 HOURS: 9:00am - 5:00pm BENEFITS: Exam Support, 30 days holiday + Bank Holidays, Pension Scheme & Private Medical Insurance NJR Recruitment are working in Partnership with a highly successful firm of Financial Advisers who form part of St James Place Wealth Management. An excellent...


  • Shrewsbury, United Kingdom Rhino Rank Full time

    The role will primarily involve liaising with our suppliers, and negotiating prices. Once a negotiation has happened, you will be able to store this information, keep track of it, and produce comprehensive reports. You will utilise our in-house software to fulfil your duties - training will be provided. While the role is related to marketing - you won't...


  • Shrewsbury, Shropshire, United Kingdom Ellesmere College Full time

    We are looking for an Administration Assistant to provide administrative support with tasks as part of the Support for Learning department. This post is a Maternity Cover position starting in September 2024 and is expected to run for most of the academic year Hours of work are Monday to Friday, 35 hours a week for 33 term-time weeks plus 3 out of term weeks...


  • Shrewsbury, Shropshire, United Kingdom SF Recruitment Full time

    SF Recruitment are delighted to be working with a niche manufacturing business based in Telford who are looking to recruit a Financial Controller to join the team. This is a fantastic opportunity for someone looking for a stable business who are the absolute leaders in their market, with plans to grow internationally. The progression route for this position...


  • Shrewsbury, United Kingdom Ingenium Search Full time

    Our client are looking for a Logistics Administrator to join their team based in the outskirts of Shrewsbury. You will be responsible for - receiving, recording and processing orders - organising timely deliveries and collections - keeping organised records of activity, price lists and reference information - talking to customers and suppliers You will...


  • Shrewsbury, United Kingdom CRA GROUP LIMITED Full time

    4 months contract with Shropshire Council_ **Job Summary**: - We currently have a temporary job vacancy within the Environmental Maintenance Department for an Administration Officer to work in the Street Scene Team, this position is for approximately 4 months, which may be extended by mutual agreement. - We are looking for someone who is flexible, can...

  • Financial Advisor

    3 weeks ago


    Shrewsbury, Shropshire, United Kingdom Centralfcu Full time

    Description JOB STATUS: Exempt (Non-Management)  REPORTS TO: SVP of Retail Services SUPERVISES: None Schedule: Position eligible for hybrid work arrangement, including two days per week on-site, following initial training period. Primary Functions: Serve the financial needs of credit union members. Help members identify financial goals and...


  • Shrewsbury, United Kingdom Maxpack Full time

    Maxpack is a leading provider of packaging supplies in the UK. We deliver environmentally sustainable industrial packaging products, customisation, systems and multi-site stock management for the manufacturing, distribution and fulfilment sectors. Protecting Your Production has always been at the heart of the Maxpack name. Today, we continue to evolve our...

  • Sales Administrator

    6 days ago


    Shrewsbury, United Kingdom Easyflow Ltd Full time

    **About us** Easyflow Ltd is a supplier and installer of underfloor heating and liquid floor screed based in Shrewsbury. We are professional, customer-centric, engaging, and our goal is to provide excellent customer service and deliver top class projects on time and on budget. Our work environment includes: - Wellness programmes - On-the-job training -...


  • Shrewsbury, United Kingdom Private Finance Ltd Full time

    **Job description** **Private Finance Mortgage Administrator - Shrewsbury** We are looking for a full-time mortgage administrator to join our growing Shrewsbury office. **About us** Private Finance is one of the leading independent mortgage brokerages in the UK, negotiating billions of pounds of mortgages per annum. The firm is a whole-of-market...