Financial Planning Administrator

3 weeks ago

London, United Kingdom Blakemore Recruitment Full time

Our client a holistic approach to wealth management which means that we
integrate financial planning with investment management. They pride themselves on their client-centric
approach.

The team of advisers are highly trained and have outstanding knowledge and experience.
They focus of providing advice that helps clients to achieve their lifetime goals.

They are looking for a financial Planning administrator to join the team supporting them and be part of their growing business based in Central London.
- **The Opportunity**_
They are looking for a financial Planning administrator to help the team deliver an exception service to clients.
You will be part of a friendly close-knit team with the opportunity of hybrid working, 50% office and
50% home based. This is a fantastic opportunity for a financial Planning administrator/ IFA Sales Support Administrator to come on board and share their knowledge and continue their development within a growing business.
- **Duties Include**_
- Providing a high standard of support for advisers
- Preparing for a client meeting
- Processing new business
- Maintaining client records
- Anti money laundering checks
- Be a point of contact for Advisers and Paraplanners for technical administrative queries
- Building strong relationships with clients and acting as a point of contact to answer their administrative queries.
- Adhere to FCA regulations and internal policies
- **What is needed to be considered**_

Be competent in pensions and investments, cashflow forecasting, retirement income planning, inheritance tax planning and alternative investments such as VCTs and EISs

Be able to provide compliant and detailed research and technical analysis to support the
advice given by the Financial Planners.

Have a high degree of accuracy and attention to detail in both your written and numerical work

At least 2+ years’ experience within financial service industry
- Strong work ethic and communication skills
- Be a team player who is self
- driven with a positive outlook
- **Benefit Package**_
- Salary £35,000 - £40,000 depending on experience
- 9% pension contribution, increase to 11% if a 2% employee contribution is made
- 4 X death in service
- 26 days holiday, plus additional days over Christmas
- Wellbeing programmes
- Hybrid working, ideally at least 50% office based
- Discretionary bonuses

Supportive working environment which encourages personal development and offers. Support for industry exams

  • Administrator - Financial Administrator

    4 weeks ago

    Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Financial Administrator

    4 weeks ago

    Uxbridge, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...

  • Financial Adviser

    18 hours ago

    London, United Kingdom Quilter Financial Planning Full time

    ** Any applicant must hold a Level 4 Diploma in Financial Advice **An excellent opportunity for an experienced financial adviser to join an existing Quilter firm on an employed basis. Attractive basic salary with bonus structure, clients provided along with paraplanning and admin support.The ideal candidate will deliver personalized solutions to help clients...

  • Graduate Ifa Administrator

    1 month ago

    City of London, United Kingdom Augustine Financial Planning Full time

    Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm. Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top! Do you...

  • Financial Advisor

    5 days ago

    London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    18 hours ago

    London, United Kingdom Quilter Financial Planning Full time

    SummarynWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    3 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    11 hours ago

    London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    2 weeks ago

    London, United Kingdom Quilter Financial Planning Full time

    Job Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...

  • Financial Planning Administrator

    1 month ago

    London, United Kingdom Heat Recruitment Full time

    **Financial Planning PA / Administrator - Central London - £24,000 - £28,000** An exciting new opportunity has arisen for an organised PA or Administrator to move into the world of Financial Planning, or for someone to continue their career within the industry. This role is to support a team of 4 with general PA duties, IFA office supportduties and...

  • Financial Planning Administrator

    2 days ago

    London, United Kingdom Recruitment Rebellion Full time

    IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000Are you an experienced financial planning administrator?Do you love working in administration and wish to take your career in sales support...

  • Financial Planning Administrator

    1 week ago

    London, United Kingdom Premier Jobs UK Limited Full time

    This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you to initially join as a Financial Planning Administrator and...

  • Financial Advisor

    1 month ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    4 weeks ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    1 month ago

    Greater London, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Financial Advisor

    7 hours ago

    London, UK, UK, United Kingdom Quilter Financial Planning Full time

    SummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...

  • Graduate Ifa Administrator

    1 month ago

    London, United Kingdom Financial Divisions Full time

    **plus definite career progression, benefits listed below** My client a boutique financial planning and wealth management firm is creating an amazing opportunity for a progressive graduate to join them. This truly is a golden ticket to start your career within this sector and progress into paraplanning with fullstudy support, mentoring and...

  • Administrator - Financial Planning

    1 month ago

    London, United Kingdom Brevere Group Full time

    Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environment witha client centric approach? If the answer to these questions is yes, this could be the ideal role for...