Financial Planning Administrator
4 weeks ago
An exciting opportunity has arisen for an experienced financial planning professional to join a national and well regarded IFA in their Birmingham office
**Key responsibilities**
- Processing new business and servicing existing business.
- Liaising with Financial Planners to facilitate review meetings, new client meetings and pipeline business.
- Liaising with clients, internal departments & providers where necessary.
- Creating electronic files for new clients on Intelligent Office and updating existing client records.
**What’s on offer?**
- 27 days holiday plus bank holidays
- Profit Related Pay
- Death in Service - 4 times salary
- 10% pension contribution
- All training + exams paid for
- Hybrid working
**What’s next?**
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
**Synonyms**: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin
-
Become a Financial Adviser
4 weeks ago
Birmingham, United Kingdom Quilter Financial Planning Full timeAre you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal satisfaction and the opportunity to do something...
-
Financial Planning Administrator
2 hours ago
Birmingham, United Kingdom Burton Recruitment Full timeOur client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities. As a...
-
IFA Administrator
4 weeks ago
Birmingham, United Kingdom Heat Recruitment Ltd Full timeThis role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures. Handle day-to-day administration of Life, Investment, and Pensions, including the submission of new online applications, top-ups, and processing of...
-
Trainee Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Ortus PSR Full time**Trainee Financial Planning Administrator** **Location: Birmingham** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Brevere Group Full time**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...
-
Financial Services Administrator
1 month ago
Birmingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Services Birmingham 16/05/2023 Type of Position: Financial Services Administrator - Birmingham Pay: £24k - £32k **Financial Services Administrator - Birmingham**: Our client is looking for a Financial Administrator to join their team based in the Birmingham area. The Administrator will help provide admin support to both the office manager and...
-
Financial Advisor
4 weeks ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Advisor
3 weeks ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK. They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK. They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK. They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK.They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK.They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK.They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end reporting and...
-
Manager, Financial Planning
2 days ago
Birmingham, United Kingdom Fram Executive Search Limited Full timeFram Search are working on an exciting opportunity for a T&C Manager to join a growing financial planning firm in Birmingham. Our client provides holistic financial planning and advice to individuals, households and businesses. Reporting directly to the Operations Director, the successful candidate will play a crucial role in ensuring the firm operates in...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeJob DescriptionOur client is a 400 employee Financial Services organisation with office in the Midlands. They have a Finance team of 30 and 3 offices in the UK.They are looking for an FP&A Analyst who will report to Director level and support financial planning and reporting across the group. This role will work with senior stakeholders and drive month end...
-
Financial Planning Analyst
2 weeks ago
Birmingham, United Kingdom Atherton Stone Full timeOur client is a 400 employee Financial Services organisation with office in the Midlands.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.They have a Finance team of 30 and 3 offices in the UK.They are looking for an FP&A Analyst who will report to Director level and support financial planning and...
-
Analyst - Financial Planning
1 month ago
Birmingham, United Kingdom Goldman Sachs Group, Inc. Full timeWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
-
Financial Services Administrator
1 month ago
Birmingham, United Kingdom Meraki Talent Limited Full timeBirmingham 6-month FTC (contract starts 1st February 2023) £24,000 DOE The purpose of this role is to provide administrative support to an ongoing project team. **Some of your responsibilities will be to**: - To work closely with the aligned project coordinators and managers to deliver excellent outcomes. - To build relationships with clients and maintain...
-
Senior Financial Planning and reporting Manager
3 weeks ago
Birmingham, United Kingdom Claire’s Inc. Full timeFinancial Planning, Reporting & Analysis Manager page is loaded Financial Planning, Reporting & Analysis Manager Apply locations Birmingham, West Midlands time type Full time posted on Posted 2 Days Ago job requisition id JR194366 Claire's are recruiting a Financial Planning, Reporting & Analysis Manager (FPR&A Manager. The FPR&A Manager is responsible...