Planning Administrator

**Administrator**: **About you** To thrive as an Administrator in the Balance team you will need specific experience and skills. You should be able to tick these boxes: - Administration experience in a financial planning company for at least two years. - Experience in processing authority letters and gathering data about a client’s investments, pensions...

**Planning Administrator - Temporary on going role** An exciting opportunity has arisen to play a key role in the Production Office. The Production Office Coordinator is primarily responsible for supporting the Operations Centre in the delivery of a high quality service, which meets both national and local Key Performance Indicators, through the effective,...

Job Title: Planning Administrator - Nottingham">We are a reputable organisation in Nottingham looking for a talented Planning Administrator to join our team. As a key member of our planning team, you will be responsible for maintaining accurate records, providing administrative support, and collaborating with internal and external stakeholders.Key...

**Job Title**: Financial Planning Administrator **Industry**:Financial Planning **Location**:Nottingham **Salary**: Up to £23,000 **Job Reference**:7857 Do you have financial planning administration experience? Recruit UK is working with a firm in Nottingham looking to bring on a financial planning administrator to support their team. The firm prides...

**RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.** **We specialise in helping clients protect and grow their wealth by...

Financial Planning Administrator Nottingham Up to £32,000 basic + market leading benefits package, free city centre parking, bonus, agile home/office working, defined career progression Highly respected Independent Financial Adviser organisation in Nottingham are looking to add to their successful Financial Planning support team. I require an enthusiastic...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based West Bridgford** **Salary up to £30,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our Client is a well established fully...

**Financial Planning Administrator - Nottingham - Salary to £30 ,000 plus Bonus and Benefiits (potentially negotiable)** MBF are currently working with a well established, boutique firm of Financial Planners who are currently in the market to recruit a Financial planning Administrator to join their growing team. **The role**: - The role will be...

Financial Planning Administrator **Salary**: £23,000- £27,000 Location: Nottingham Our Client are a well-established Regulated Investment Management Firm based in the heart of Nottingham City Centre who operate a family culture and are known for holding an excellent reputations within the industry for providing bespoke solutions to theirgrowing Client...

**The Client**: A highly unique and successful Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients andhave more than doubled in size over the last 2 years. **The Opportunity** This is a...

Job Opportunity: Planning Administrator Salary - £28,000 - £30,000 basic, plus bonus - OTE between £35,000 - £40,000 Monday to Friday 9am - 5:30pm Nottingham City Centre (Hybrid after training period) Are you ready to take the next step in your career? We are a proud to be supporting our client who is seeking a dynamic individual...

**Do you want to work for a company who will value your time and reward your effort? Have you got some experience within wealth management? If so, Recruit UK has partnered with a thriving Financial Planning practice in Nottingham who are looking for an experienced financial planning administrator to join their team. The company pride themselves on...

Company Overview:Tate is a proud partner to its clients, supporting their growth through innovative solutions. This role offers the chance to join a dynamic team and contribute to the delivery of tax-advantaged investment solutions to the UK wealth management industry.About the Job:We are seeking a skilled Planning Administrator to join our Strategic...

This is a perfect opportunity for an experienced administrator to join a market leading organisation. You will join a dedicated team who are responsible for delivering the best service to some of the UK’s leading organisations. This is a varied and interesting role and will suit someone looking to establish a career within a growing business. You must be...

Financial Planning Administrator £23,000 - £26,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking, Study support, Flexible hours and an early finish every Friday. Our Client are a small and very well established firm of Independent Financial Planners who operate a client bank of high net worth individuals. " Responsible for client...

In this temporary EHC Plan Administrator role, you will work closely with Essential Employment to prepare and amend Education, Health and Care Plans. Your primary responsibility will be to ensure these plans remain up-to-date and accurately reflect a student's current needs and provisions.You will also administer the amendment process, recommend...

About the RoleWe are seeking an experienced EHC Plan writer to join our team on a temporary basis. As an EHC Plan writer, you will play a crucial role in preparing and amending Education, Health and Care Plans to ensure they remain up-to-date and relevant.ResponsibilitiesPreparation and amendment of EHC Plans.Administration of the amendment process,...

About the RoleWe are currently seeking an experienced Temporary EHC Plan Administrator to join our team at Essential Employment. The successful candidate will have the responsibility of preparing and amending Education, Health and Care (EHC) Plans to ensure they remain up-to-date and relevant to a student's needs.Key ResponsibilitiesPrepare and amend EHC...

We are currently seeking a Temporary EHC Plans Administrator to join our team in Taunton.The estimated salary for this role is £14,360 per annum, based on an hourly rate of £14.36 and 36 hours of work per week.About the Role:Job RequirementsTo succeed in this role, you will need:Excellent communication and interpersonal skills.Ability to work efficiently...

About the Role:Lime Search & Select Ltd is seeking an experienced Financial Planning and Administrative Support Professional to join our team. In this role, you will be responsible for providing high-quality administrative support to our financial planners and paraplanners, ensuring seamless day-to-day operations.You will process authority letters and gather...