Senior Financial Planning Administrator

1 month ago


Leicester, United Kingdom Brevere Group Full time

**Are you an experienced wealth administrator, looking for a new senior 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 support to the Financial Advisers and Directors.

Duties for this role will include:

- To obtain current fund values for investments and create reports from this information for customers in accordance with their expectations, in order to maintain customer satisfaction
- To support the production of pensions, life and investments valuations and quotes using established Company procedures and formats in order to help meet deadlines, customer needs and regulatory requirements
- To carry out various research activities to assist in the advice process with clients.

You will have:

- Experience in pensions and/or investments administration
- Extensive product knowledge
- Excellent organisational skills
- Knowledge and experience of using computers and a variety of general software packages

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

**Salary**: £26,000.00-£32,000.00 per year

**Benefits**:

- Flexitime

Schedule:

- Flexitime

Supplemental pay types:

- Bonus scheme

Work Location: One location

Flextime



  • Leicester, United Kingdom Recruit UK Full time

    **Job Title**: Financial Planning Administrator **Industry**: Financial Planning **Location**:Leicester **Salary**: £24,000 - £28,000 **Job Reference**:7491 Do you have financial planning admin experience? Are you looking for a better work-life balance? Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a...

  • Administrator

    5 days ago


    Leicester, United Kingdom H S P Financial Planning Ltd Full time

    HSP Financial Planning Ltd is a firm of Independent Financial Advisers based in Whetstone, Leicestershire. Established in 1977 we have built up a reputation for providing trusted professional advice given by approachable and dedicated advisers, supported by an experienced administration team. **Responsibilities**: - Perform various administrative tasks,...


  • Leicester, United Kingdom Brevere Group Full time

    **Are you an experienced administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?** 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 support to...

  • Financial Planning

    2 weeks ago


    Leicester, Leicester, United Kingdom Cactus Search Full time

    We are looking for a hands on Financial Planning & Analysis Manager, you'll own commercial reporting and business insight for the business and potentially its multiple other sites.You will be involved in revenue reporting and prepare, develop, and analyse financial and commercial information for the senior leadership team to use when making well-informed...


  • Leicester, United Kingdom Clark James Recruitment Full time

    Clark James Recruitment are working with a highly professional firm of independent Financial Advisers who are highly regarded within the Financial Services industry. **Role** - A new and exciting role in a very well-established firm of independent Financial Advisers who hold an excellent reputation within the industry. - This role will suit someone who has...

  • Financial Planning

    2 weeks ago


    Leicester, United Kingdom Cactus Search Full time

    We are looking for a hands on Financial Planning & Analysis Manager, you'll own commercial reporting and business insight for the business and potentially its multiple other sites.You will be involved in revenue reporting and prepare, develop, and analyse financial and commercial information for the senior leadership team to use when making well-informed...

  • Financial Planning

    2 weeks ago


    Leicester, United Kingdom Cactus Search Full time

    We are looking for a hands on Financial Planning & Analysis Manager, you'll own commercial reporting and business insight for the business and potentially its multiple other sites. You will be involved in revenue reporting and prepare, develop, and analyse financial and commercial information for the senior leadership team to use when making...


  • Leicester, United Kingdom Flowers Associates Full time

    Senior IFA Administrator Location: Leicester, LE2 **Salary**: Competitive DOE, with a starting point of £26,000 per annum Hours: Monday - Friday 36.25 hours per week Permanent Vacancy Are you an experienced Pensions/Investments Administrator looking to progress up the ladder? Are you already a Team Leader looking for a new challenge within a small,...

  • Financial Planning

    2 weeks ago


    Leicester, United Kingdom Cactus Search Full time

    We are looking for a hands on Financial Planning & Analysis Manager, you'll own commercial reporting and business insight for the business and potentially its multiple other sites.You will be involved in revenue reporting and prepare, develop, and analyse financial and commercial information for the senior leadership team to use when making well-informed...


  • Leicester, United Kingdom NJR Recruitment Full time

    Senior IFA Administrator/ Team Leader Leicester Salary up to £32,000 Hybrid working is available Group Life scheme 25 Days Holiday + Bank Holidays Free on site Parking Our client are a well-established firm of Independent Financial Planners who are based in a central location within the Leicester. Our Client are going through a period of growth which has...

  • Financial Planning

    2 weeks ago


    Leicester, United Kingdom Pertemps Network Group Full time

    We are looking for a hands on Financial Planning & Analysis Manager , you'll own commercial reporting and business insight for the business and potentially its multiple other sites. You will be involved in revenue reporting and prepare, develop, and analyse financial and commercial information for the senior leadership team to use when making...


  • Leicester, Leicester, United Kingdom Tomra Full time

    Job DescriptionThe Senior Financial Controller manages the finance & administration departments of a defined portfolio of entities with the respective Finance Managers reporting directly to him/her. Additionally you will have the opportunity to grow into a Managing Director position. The responsibilities include:Finance:Guiding, developing and retaining...


  • Leicester, United Kingdom Tomra Full time

    Job DescriptionThe Senior Financial Controller manages the finance & administration departments of a defined portfolio of entities with the respective Finance Managers reporting directly to him/her. Additionally you will have the opportunity to grow into a Managing Director position. The responsibilities include:Finance:Guiding, developing and retaining...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 13/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 17/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 15/11/2023 NJR14287 DESCRIPTION Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established...


  • Leicester, United Kingdom Siamo Recruitment Full time

    Planning Administrator Nr. Desford, Leicester, LE9 £11.79 Per Hour We a fantastic opportunity for a Planning Administrator to work for a friendly and supportive company based in Leicestershire, LE9. This company boasts over 25 years' experience delivering their services internationally and are leaders in their field. The role will involve overseeing the...


  • Leicester, United Kingdom Siamo Recruitment Full time

    Planning Administrator Nr. Desford, Leicester, LE9 £11.79 Per Hour We a fantastic opportunity for a Planning Administrator to work for a friendly and supportive company based in Leicestershire, LE9. This company boasts over 25 years' experience delivering their services internationally and are leaders in their field. The role will involve overseeing the...

  • Planning Administrator

    20 hours ago


    Leicester, United Kingdom Siamo Recruitment Full time €12

    Planning Administrator Nr. Desford, Leicester, LE9 £11.79 Per Hour Find out if this opportunity is a good fit by reading all of the information that follows below.We a fantastic opportunity for a Planning Administrator to work for a friendly and supportive company based in Leicestershire, LE9.This company boasts over 25 years' experience delivering their...


  • Leicester, United Kingdom Siamo Recruitment Full time

    Planning Administrator Nr. Desford, Leicester, LE9 £11.79 Per Hour We a fantastic opportunity for a Planning Administrator to work for a friendly and supportive company based in Leicestershire, LE9. This company boasts over 25 years' experience delivering their services internationally and are leaders in their field. The role will involve overseeing the...