Senior Financial Planning Administrator
3 days ago
**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
-
Financial Planning Administrator
5 hours ago
Leicester, United Kingdom NJR Recruitment Full timeFinancial Planning Administrator £20,000-£25,000 Leicester Excellent Benefits, 29 Days holiday, Free Parking, Study support, Flexible hours and an early finish every Friday, buy and sell holidays Our Client are a small and very well established firm of Independent Financial Planners who operate a client bank of high net worth individuals who operate a...
-
Financial Planning Analyst
2 days ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJoin Rec Financial's dynamic team as a Financial Planning Analyst and contribute to the company's success. Located in Leicestershire, this role offers a challenging and rewarding experience.About the RolePrepare and analyze financial data to support business decisionsDevelop and maintain financial models and forecastsCollaborate with cross-functional teams...
-
Administrative Support Specialist
2 weeks ago
Leicester, Leicester, United Kingdom Medlock Partners Full timeWe are seeking a skilled IFA Administrator/ Trainee Paraplanner to join our team at Medlock Partners.This is a fantastic opportunity to develop your career in financial planning and work with a dynamic and growth-oriented firm.As a successful applicant, you will possess industry-related experience and/or be studying towards relevant qualifications.Key...
-
Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeWe are looking for an experienced Payroll Administrator to join our team at Rec Financial. The successful candidate will be responsible for processing payroll, ensuring compliance with HMRC and pension regulations, and handling client communications.About UsRec Financial is a well-established accountancy practice based in Leicestershire. We are committed to...
-
Financial Planning Administrator
7 months ago
Leicester, United Kingdom NJR Recruitment Full timeFinancial 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 Independent Financial Advisers, who have had year on year growth. As a result of their continued growth now have an...
-
Senior Financial Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Employal Careers Full timeWe are seeking a highly skilled and experienced Senior Financial Administrator to join our team at Employal Careers. As a Senior Financial Administrator, you will play a key role in managing specific relationships with both customers and internal stakeholders, acting as the first point of contact with customers, and reviewing MI for providers.You will also...
-
Finance Administrator Role at Rec Financial
2 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeAbout the Role">This finance administration role at Rec Financial offers an exciting opportunity for individuals looking to develop their skills and expertise in a dynamic environment.">The successful candidate will work closely with the Operations Manager to ensure seamless credit control and cash allocation processes.">Main Responsibilities:">">Manage and...
-
Financial Services Administrator
21 hours ago
Leicester, United Kingdom Cherry Professional Limited Full time**Financial Services Administrator** | **Permanent** | **Leicestershire** | **Salary £24,000-£28,000**. **Cherry Professional** is supporting a **Financial Services** client based in **Leicester**. They are seeking an experienced **Financial Service Administrator** to join them on a permanent basis. Do you have experience working for an **independent...
-
Leicester, Leicester, United Kingdom Medlock Partners Full timeJob DescriptionWe are seeking a highly skilled IFA administrator to join our team at Medlock Partners. This role offers an exciting opportunity for a motivated individual to contribute to the success of our financial planning firm.As a member of our team, you will work closely with our experienced paraplanners and financial planners to provide exceptional...
-
Senior Administrator
7 months ago
Leicester, United Kingdom Wallace Hind Selection Full timeWe are an established and growing Independent Financial Advisory Firm, looking for an experienced Administrator to join our team and support our Financial Advisers, contributing to our quality service and playing an integral part in the smooth day to day running of our business. **BASIC SALARY**: £28,000 - £33,000 **BENEFITS**: - 25 Days Annual Leave...
-
Senior Financial Planning Manager
1 week ago
Leicester, Leicester, United Kingdom beBee Professionals Full time £45,000 - £65,000We are looking for a Senior Financial Planning Manager to join our team in Leicester, United Kingdom. The ideal candidate will have a strong background in financial management, budgeting, and forecasting, with excellent analytical and problem-solving skills.Key Responsibilities:Develop and implement comprehensive financial plans, forecasts, and...
-
Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom CV-Library Full timeAbout the RoleThis position offers an exciting opportunity to develop your career in financial services and work within a family-orientated business that encourages development and growth.You will be responsible for providing administrative support to two top-performing financial planners, including LOA administration and processes, valuations and...
-
Financial Planning Assistant
2 weeks ago
Leicester, Leicester, United Kingdom Ascot Lloyd group Full timeKey ResponsibilitiesAs a Financial Planning Assistant, you will be responsible for providing administrative support to the Financial Advisers and IFA Administrators in the delivery of high-quality financial planning services to clients.The job involves:Reviewing client information and conducting research and analysis to support the preparation of suitability...
-
Financial Services Administrator
2 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full timeJob Title: Payroll AdministratorWe are seeking an experienced Payroll Administrator to join our team at a well-established Accountancy Practice in Leicestershire.Key Responsibilities:Process payroll according to both weekly and monthly schedulesVerify accuracy of PAYE, NI, and pension deductionsThe successful candidate will be responsible for ensuring all...
-
Financial Operations Specialist
2 weeks ago
Leicester, Leicester, United Kingdom Rec Financial Full time**Rec Financial: Finance Administrator Position Overview**We are seeking a skilled Finance Administrator to join our team at REC Financial, based in West Leicester. This is a full-time permanent position that offers comprehensive on-site training and the opportunity to develop your skills in finance administration.The successful candidate will report...
-
Financial Planning Specialist
2 days ago
Leicester, Leicester, United Kingdom Triumph Consultants Limited Full timeJob Title: Financial Planning SpecialistThe role of a Financial Planning Specialist at Triumph Consultants Limited involves delivering accurate, timely, and relevant financial information to Senior Managers. This includes financial reporting, analysis, planning, and submissions to government or partner organisations.The ideal candidate will have experience...
-
Financial Planning Trainee
2 weeks ago
Leicester, Leicester, United Kingdom CV-Library Full time**Job Title:** Financial Planning Trainee**Location:** Leicester, UKWe are seeking a highly motivated and detail-oriented individual to join our financial planning team as a trainee. As a paraplanner, you will play a crucial support role in assisting senior advisors with client meetings, research, and documentation.The successful candidate will have a strong...
-
Senior Financial Systems Accountant
2 weeks ago
Leicester, Leicester, United Kingdom Hays Senior Finance Full timeSalary: £50,000 - £70,000 per annumJob DescriptionHays Senior Finance is seeking a D365 Business Central Systems Accountant to develop, oversee, and manage Business Central financial processes for a successful manufacturing company based in the UK.The ideal candidate will collaborate with management accountants to enhance user learning and streamline...
-
Financial Planning Professional
1 week ago
Leicester, Leicester, United Kingdom Mattioli Woods Full timeCompany OverviewMattioli Woods is a leading independent financial services group.We offer a comprehensive range of services to our clients, including investment management, pensions administration, and financial planning.We are committed to delivering exceptional client service and providing our employees with the opportunity to develop their careers in a...
-
Head of Financial Planning
6 days ago
Leicester, Leicester, United Kingdom beBee Professionals Full time £45,000 - £65,000Job Summary:We are seeking an exceptional Head of Financial Planning to lead our finance team in Leicester, United Kingdom. As a key member of the team, you will be responsible for developing and implementing financial plans, ensuring the company's financial health and compliance with regulations.Key Responsibilities:• Develop and implement comprehensive...