Financial Planning Administrator

The Role The role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners. Training will be provided. Key duties: - You will be involved in looking after both new and existing business. - Obtaining illustrations on new business. - Collating...

Are you a highly skilled financial professional looking for a new challenge? As a Financial Administrator at Clee Hill Plant Ltd, you will play a key role in maintaining the company's financial stability. With a strong background in accounting and credit management, you will be responsible for overseeing the administration of all financial aspects of the...

Job Description:We are seeking a highly skilled Financial Administrator to join our team on a temporary basis. The successful candidate will be responsible for processing financial transactions, maintaining accurate records, and providing exceptional customer service.About the Role:Process financial transactions accurately and efficientlyMaintain high...

**Jones & Co Independent Financial Advice** **Post: Independent Financial Advisor/Lifestyle Financial Planner** **Salary: Negotiable (OTE £100,000+)** **Hours: Office Hours 35 hours p/w** **60 minutes lunch break** **20 Days (140 hours) holiday entitlement plus Bank Holidays** **Open Hours Monday - Friday 9.00am - 5.00pm** **Flexible Hybrid Working...

This could be one of the most attractive permanent opportunities for an Administrator with experience in the Financial Services Sector!! Shorts Chartered Financial Planners are an employer with a long history, a supportive culture and strong core values. Their success and growth have been built upon a happy team with strong leadership and opportunities for...

Job Title: Financial Planning ExpertDescription:At Mercer Advisors, our team of financial planning experts works collaboratively to help clients achieve their long-term financial goals. As a financial planning expert, you will play a critical role in analyzing clients' financial situations, identifying areas for improvement, and developing customized...

Financial Planning ManagerBeBee Professionals is seeking a detail-oriented and experienced Financial Planning Manager to join our finance team in the UK. The ideal candidate will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports,...

At Talent Finder Jobs, we're seeking a highly skilled Financial Administrator to join our team in Chesterfield, Derbyshire.About the Role:The ideal candidate will have excellent attention to detail, a dynamic and proactive attitude, and a desire to improve working practices. The role requires a strong understanding of accounting fundamentals, including...

Job Description:We are seeking a skilled Wealth Advisor to join our team at Mercer Global Advisors Inc. This role involves working closely with our Managing Directors and local office Wealth Management leadership to support regional business development and client service efforts.Key Responsibilities:* Analyzing and presenting financial planning modules to...

IPERA are looking for experienced **financial administrators**, to support their business assisting workers, who have lost their jobs, to claim their redundancy benefits and to preserve their pension entitlement. Hours: Part time/Full time 15 - 37.5 hours per week Day to day duties will include, but not be limited to; - Gathering and summarising Employee...

**Role**:IFA Administrator **Salary**: Up to £30,000 **Location**: Chesterfield **Reference Number**: 8409 Do you have a passion for **Client services and** **Financial Planning**? Do you thrive in a fast-paced, dynamic environment where attention to detail and organizational skills are key? Look no further! My client Based in **Chesterfield** is...

**The Company and Offering** A new opportunity has arisen for a Financial Services Administrator to join a well-established firm of Financial Planners in their Chesterfield office. On offer will be a competitive salary and benefits package, along with professional development, study support and continued training. **Accountabilities** This role will...

**Have you recently made the step into a Financial Advisory role, looking to join a wealth established firm where you can focus on offering an exceptional wealth management service to private clients?** Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is...

Edwards Employment Solutions are recruiting for a **Client Services Administrator** to join a new role within a Chesterfield based Financial Planning firm. Working within a small but established team, you will report to and be supported by the Office Manager. In the role of **Client Services Administrator**, your role will involve: - Processing new...

Sharp Consultancy in Chesterfield is recruiting a Group Accountant - Financial Planning to join their team on a permanent basis.About the Role:This newly created position follows impressive business growth and will report into the Group Financial Accountant, supporting the head office function. The successful candidate will be responsible for preparing...

**Company Overview**Mercer Global Advisors Inc. is a leading financial services company dedicated to helping families amplify and simplify their financial lives.We take pride in our unique work environment, which values diversity and flexibility. Our team is composed of talented individuals from across the country, working together to deliver exceptional...

**Job Title - AdministrationTeam Leader** **Location -Chesterfield** **Job Type: Permanent Full Time** **Working Hours - 35 hours, Monday to Friday 9:00 am to 5:00 pm** **Salary - Up to £35,000 (Depending on experience level)** **What’s on Offer**: - Flexible salary banding up to £35,000 (Depending on experience) - On-site parking - Death in...

Job Description:Ranson Barnes Recruitment Limited is seeking a highly skilled Financial Ledger Administrator to join their finance team on a part-time basis.The successful candidate will be responsible for maintaining the purchase ledger, processing supplier invoices, reconciliations, and customer query resolution. This role requires attention to detail,...

**Financial Advisor** **About the job** Due to retirement and ongoing expansion, our client is looking for a financial adviser to join its wealth and pension financial planning service. We are seeking an experienced Financial Adviser to play an integral part in the ongoing expansion of the business. Renumeration will include a bonus based on the retention...

( 1. Administer staff recruitment, payroll and documentation. Ensure records for the home on the computerised management information system are maintained accurately. 2. Administer the financial systems of the home Xero or Sage experience preferred) including collection and receipt of monies and maintenance of the impress account in accordance with standard...