Financial Planning Administrator

6 months ago


Wolverhampton, United Kingdom NJR Recruitment Full time

**Financial Planning Administrator**

**Up to £27,000**

**Wolverhampton Area**

Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly exciting opportunity for a high calibre individual who is keen to make a move in order to improve their career within the Wealth Management industry.

**Responsibilities**:

- Administration of both new and existing business, ensuring compliance, reports and process procedures are followed
- Maintaining accuracy of client information and assisting with the on-going management of the client
- Interacting with clients in an efficient and professional manner
- Responsibility for continued administration, general office duties and processing of new business

**Requirements**:

- Previous experience in a Financial Services Administration role - ideally coming from an IFA Firm or a Product Provider
- A strong working knowledge of the regulated financial services market
- Excellent understanding of the financial planning process
- Be a strong communicator - Written & verbally
- Strong planning & organizational skills

Our client is looking for a Self-motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.

For more information please contact one our specialist consultants quoting REF: NJR 14707

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

**Salary**: £25,000.00-£27,000.00 per year

Work Location: In person

Reference ID: NJR 14707



  • Wolverhampton, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator Up to £27,000 Wolverhampton Area Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly successful and respected practice, this is a truly...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job SummaryAre you a skilled Financial Adviser looking to take your career to the next level? We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a fantastic opportunity to work with a fully independent firm, providing excellent service and new business opportunities.As a Financial Planning Specialist, you...


  • Wolverhampton, Wolverhampton, United Kingdom Azets Full time

    Job Title: Financial Planning ExpertWe are seeking a highly motivated and experienced professional to join our team as a Financial Planning Expert. As a key member of our Wealth Management team, you will play a vital role in delivering exceptional financial planning services to our clients.This is an exciting opportunity for someone who wants to make a real...


  • Wolverhampton, Wolverhampton, United Kingdom Austin Fraser Full time

    We are looking for a Financial Services Administrator to join our team at Austin Fraser. As a key member of the administrative team, you will be responsible for providing administrative support to the financial services department.The role involves providing high-quality support to the advisor team, including responding to queries in a timely manner and...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    **About the Role:** We are seeking an experienced Financial Services Administrator to join our team in Wolverhampton. As a Financial Services Administrator, you will be responsible for providing administrative support to our financial services team.**Job Details:** • Job Title: Financial Services Administrator • Estimated Salary: £23,000 per annum •...


  • Wolverhampton, Wolverhampton, United Kingdom Hd6 Full time

    Account Administrator Job DescriptionHd6 is looking for a skilled Account Administrator to manage financial records, process accounts payable, and ensure accurate financial reporting.The successful candidate will require proficiency in accounting software and a solid understanding of financial processes. They must be organised, possess strong analytical...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking a skilled Financial Planning Specialist to provide technical support to our team of financial Advisors and Directors. This role offers an exciting opportunity to work with an established firm of Financial Planners.Key Responsibilities:Provide expert advice on financial planning factors to clients.Utilize suitable plans and...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Full time

    Job Title: Financial AdvisorCompany Overview: Premier Jobs UK is proud to partner with a highly successful and independent financial advice group. Since its inception in 2011, the company has grown significantly through strategic acquisitions and organic growth.Salary and Benefits: This exceptional opportunity comes with a salary of circa £55,000 plus...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Adviser job in the West Midlands region presents a valuable opportunity to inherit an established client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the company, as well as newly acquired clients. Your primary objective will be to provide exceptional service and...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    We are seeking a highly skilled Financial Planning Professional to join our team and take on a challenging role involving the management of an existing client portfolio.As a key member of our team, you will be responsible for providing ongoing financial planning services to clients in Wolverhampton, Bridgnorth, and Birmingham.Key Responsibilities:Develop and...


  • Wolverhampton, Wolverhampton, United Kingdom Arbuthnot Latham Full time

    Job OverviewAAG - Purchase Ledger / AP Administrator: Assist Asset Alliance Group with finance and leasing services. Our company provides tailored lending, contract hire, rental, and finance packages to the commercial vehicle, bus, coach, and general asset sectors.Key ResponsibilitiesThe role ensures suppliers are paid correctly and on time, maintaining high...


  • Wolverhampton, Wolverhampton, United Kingdom GSF Car Parts Full time

    About UsGSF Car Parts is a leading UK automotive parts distributor, supplying thousands of independent garages with parts, tools, and specialist training. We have over branches nationwide and a turnover exceeding £100 million.We are seeking a seasoned Financial Planning Director to join our executive team. As a key member of the leadership team, you will...


  • Wolverhampton, Wolverhampton, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Overview:We are seeking an experienced Paraplanner to provide high-quality support to advisor teams within a Wealth Management Practice, delivering bespoke financial advice to individuals and businesses across the UK.About You:The successful candidate will be responsible for responding to advisor queries, researching and analyzing financial products,...

  • Ifa Administrator

    6 months ago


    Wolverhampton, United Kingdom NJR Recruitment Full time

    **Exclusive to NJR Recruitment** **Financial Planning Administrator** **Up to £27,000** **Wolverhampton Area** Our client, an established firm of Financial Planners form part of St James Place. They are now looking to recruit an additional Administrator to join their team to undertake all support tasks for the Financial Advisers. Joining a highly...


  • Wolverhampton, Wolverhampton, United Kingdom Gleeson Recruitment Ltd Full time

    The Role:OverviewThis role is central to driving business insights, supporting strategic decision-making, and ensuring robust financial management across the organisation.Lead the group-wide budgeting, forecasting, and long-term financial planning processes, ensuring alignment with corporate objectives.About You:You are a results-driven finance professional...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planning Coordinator to join our team at NJR Recruitment. This is an exciting opportunity for you to work closely with financial advisors and directors, providing technical support and expertise in financial planning.Key ResponsibilitiesFinancial Planning: Inform and advise on key financial...


  • Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Full time

    Job TitleParaplannerAbout the RoleWe are working with a well-established firm of Financial Planners as part of St James Place to find a skilled Paraplanner.Job DescriptionThis role involves providing technical support to Advisors and Directors in informing and advising on financial planning factors and suitable plans and products. You will also be...


  • Wolverhampton, Wolverhampton, United Kingdom Four Squared Recruitment Ltd Full time

    Job Description: Four Squared Recruitment Ltd is seeking an experienced Financial Administrator to manage the payroll process. The successful candidate will be responsible for processing payroll for all employees accurately and on time, ensuring compliance with legal requirements.The ideal candidate will have proven experience in a payroll or accounting...


  • Wolverhampton, Wolverhampton, United Kingdom Premier Jobs UK Limited Full time

    About the RoleThis employed Financial Adviser position covering Wolverhampton, Bridgnorth and Birmingham presents a unique opportunity to inherit a client base and take over ongoing financial planning services.You will be provided with clients from one of the Directors of the business and also newly acquired clients. Your priority will be to deliver...


  • Wolverhampton, Wolverhampton, United Kingdom Astral Recruitment Full time

    We are seeking a talented Financial Services Administrator to join our team at Astral Recruitment, a leading National Wealth Management brand.This role offers an exceptional opportunity to develop your skills and knowledge in the field of Financial Services, working closely with our experienced team to provide administrative support and ensure seamless...