Financial Planning Administrator

4 weeks ago


Preston, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Preston
£25000
05/05/2023
NJR13699

DESCRIPTION

Financial Planning Administrator
Preston, Lancashire
Up to £25,000

**Benefits**:
" Pension contribution
" Death in Service Scheme
" Private Healthcare
" Half
- day Fridays
Our client is an Independent Financial Planners, based within the building of a firm of accountants and also have an Estate Planning business.
They pride themselves on high quality service deliver to their clients by creating clear financial solutions. They are now looking to expend their team based in their Preston office.
Key Responsibilities
" Providing administrative support to the advisers and wider team
" Setting up and maintaining client files ensuring all communications are saved
" Liaising with clients to obtain client information
" Issuing and chasing information requests to a client's existing product provider
" Collating information received from providers ready for the paraplanner to review
" Liaising with clients to obtain completed client documents
" Assisting with the servicing of existing clients including producing portfolio valuations and producing review packs
" Actioning existing client queries
" Everyday administration duties to include processing financial planning new business and processing estate planning instructions
**Requirements**:
" Preferred 2 years' experience in a similar role
" Ideally, you will have previous experience of using the Intelligent Office back-office system
" Excellent communication skills
" A team player who is self-motivated with a positive attitude

NJR 13699



  • Preston, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Preston £25000 04/08/2023 NJR13699 DESCRIPTION Financial Planning Administrator Preston, Lancashire Up to £25,000 **Benefits**: " Pension contribution " Death in Service Scheme " Private Healthcare " Half - day Fridays Our client is an Independent Financial Planners, based within the building of a...


  • Preston, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Preston £25000 23/08/2023 NJR13699 DESCRIPTION Financial Planning Administrator Preston, Lancashire Up to £25,000 **Benefits**: " Pension contribution " Death in Service Scheme " Private Healthcare " Half - day Fridays Our client is an Independent Financial Planners, based within the building of a...


  • Preston, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Preston £25000 09/05/2023 NJR13699 DESCRIPTION Financial Planning Administrator Preston, Lancashire Up to £25,000 **Benefits**: " Pension contribution " Death in Service Scheme " Private Healthcare " Half - day Fridays Our client is an Independent Financial Planners, based within the building of a...


  • Preston, United Kingdom NJR Recruitment Full time

    **Financial Planning Administrator** **Preston, Lancashire** **Up to £25,000** **Benefits**: - Pension contribution - Death in Service Scheme - Private Healthcare - Half - day Fridays Our client is an Independent Financial Planners, based within the building of a firm of accountants and also have an Estate Planning business. They pride themselves on...


  • Preston, United Kingdom Fram Search Full time

    Hybrid working once establishedIndependent financial planning firmSupport for RO qualifications if desired Fram are working with an independent financial planning firm with offices across the UK. Due to growth and retirement, they are seeking an IFA administrator to join one of their offices in Preston. Our client is looking for someone with admin and...


  • Preston, United Kingdom NJR Recruitment Full time

    **FINANCIAL PLANNING ADMINISTRATOR** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...


  • Preston, United Kingdom NJR Recruitment Full time

    **FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...


  • Preston, United Kingdom NJR Recruitment Full time

    **FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...


  • Preston, United Kingdom NJR Recruitment Full time

    **FINANCIAL PLANNING ADMINISTRATO** **LOCATION: PRESTON & HYBRID WORKING PATTERN** **SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT** NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They...

  • Ifa Administrator

    2 weeks ago


    Preston, United Kingdom Trafford & Houghton Financial Planning Ltd Full time

    **Overview**:An excellent opportunity for an Administrator has arisen to join a small reputable IFA practice in Preston. **Key Skills**:You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when...


  • Preston, United Kingdom Hays Specialist Recruitment Limited Full time

    An administrator is required to join a finance company in the Preston area **Your new company** A TOP-50 finance based company with offices all over the north west (Preston, Manchester, Liverpool, Blackpool and Lancaster) who offer flexible hybrid working. **Your new role** The Role (Key responsibilities) - Liaison with insurance companies. - Production of...


  • Preston, United Kingdom Hays Specialist Recruitment Limited Full time

    An administrator is required to join a finance company in the Preston area **Your new company** A TOP-50 finance based company with offices all over the north west (Preston, Manchester, Liverpool, Blackpool and Lancaster) who offer flexible hybrid working. **Your new role** The Role (Key responsibilities) - Liaison with insurance companies. - Production of...


  • Preston, United Kingdom J.A. Financial Planning Ltd Full time

    managing diaries and organising meetings and appointments, often controlling access to the manager/executive - booking and arranging travel, transport and accommodation - organising events and conferences - reminding the manager/executive of important tasks and deadlines - typing, compiling and preparing reports, presentations and correspondence - managing...


  • Preston, Lancashire, United Kingdom NJR Recruitment Ltd Full time €25,000 - €30,000

    Financial Planning Administrator Full Time (35 hours per week) NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by...


  • Preston, Lancashire, United Kingdom NJR Recruitment Ltd Full time €25,000 - €30,000

    Financial Planning Administrator Full Time (35 hours per week) NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by...


  • Preston, Lancashire, United Kingdom NJR Recruitment Ltd Full time €25,000 - €30,000

    Financial Planning Administrator Full Time (35 hours per week) NJR Recruitment are proud to be partnered with a nationwide, independent financial advisors and fund management group. Our client pride themselves on having an inclusive culture for financial advisers and their teams, coupled with a well-developed central infrastructure, and supported by...


  • Preston, Lancashire, United Kingdom J.A. Financial Planning Ltd Full time

    managing diaries and organising meetings and appointments, often controlling access to the manager/executive- booking and arranging travel, transport and accommodation- organising events and conferences- reminding the manager/executive of important tasks and deadlines- typing, compiling and preparing reports, presentations and correspondence- managing...


  • Preston, Lancashire, United Kingdom Hays Specialist Recruitment Limited Full time

    An administrator is required to join a finance company in the Preston areaYour new companyA TOP-50 finance based company with offices all over the north west (Preston, Manchester, Liverpool, Blackpool and Lancaster) who offer flexible hybrid working.Your new roleThe Role (Key responsibilities) Liaison with insurance companies. Production of client valuations...


  • Preston, United Kingdom NJR Recruitment Full time

    FINANCIAL PLANNING ADMINISTRATO LOCATION: PRESTON & HYBRID WORKING PATTERN SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading independent provider of accounting, business advisory and wealth management services. They recruit over...


  • Preston, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Preston £26000 10/02/2023 NJR13482 DESCRIPTION FINANCIAL PLANNING ADMINISTRATO LOCATION: PRESTON & HYBRID WORKING PATTERN SALARY UP TO £26,000 PLUS EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment have been instructed to work on a Financial Planning Administrator role on behalf of a leading...