Current jobs related to Senior Financial Planning Administrator - Leicester - Brevere Group

  • Financial Planning Administrator

    6 days ago

    Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...

  • Financial Planning Administrator

    6 days ago

    Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the RoleThis firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...

  • Financial Planning Specialist

    2 weeks ago

    Leicester, Leicester, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...

  • Financial Planning Specialist

    2 weeks ago

    Leicester, Leicester, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...

  • Financial Planning Assistant

    4 days ago

    Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the FirmThe firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...

  • Financial Planning Assistant

    3 days ago

    Leicester, Leicester, United Kingdom Capio Recruitment Financial Planning Full time

    IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.About the FirmThe firm has a 40-year history of providing client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in...

  • Financial Advisor

    3 weeks ago

    Leicester, United Kingdom Quilter Financial Planning Full time

    ** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully...

  • Financial Planning Administrator

    2 months ago

    Leicester, United Kingdom Pertemps Leicester Full time

    Job role: Financial Planning Administrator Salary: 25k Location: Leicester Join Our Dynamic Team as a Financial Planner Administrator! Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Financial Planner Administrator to join our growing team!My Client is committed to providing top-tier...

  • Financial Planning Administrator

    4 weeks ago

    Leicester, United Kingdom Pertemps Leicester Full time

    Job role: Financial Planning Administrator Salary: 25k Location: Leicester�? Join Our Dynamic Team as a Financial Planner Administrator! �?Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Financial Planner Administrator to join our growing team!My Client is committed to providing...

  • Financial Planning Administrator

    2 months ago

    Leicester, United Kingdom Pertemps Bond Full time

    Job role: Financial Planning Administrator Salary: 25k Location: Leicester Join Our Dynamic Team as a Financial Planner Administrator! Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Financial Planner Administrator to join our growing team!My Client is committed to providing top-tier...

  • Financial Planning Administrator

    2 weeks ago

    Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time

    Financial Planning Administrator OpportunityWe are seeking a highly motivated and organized Financial Planning Administrator to join our team in Leicester. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Manage client data and input new client information into our...

  • Financial Planning Administrator

    2 weeks ago

    Leicester, Leicester, United Kingdom NJR Recruitment Ltd Full time

    Financial Planning Administrator OpportunityWe are seeking a highly motivated and organized Financial Planning Administrator to join our team in Leicester. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Manage client data and input new client information into our...

  • Financial Planning Administrator

    4 months ago

    Leicester, United Kingdom MB Fitzgerald Full time

    **Financial Planning Administrator - Leicester - Salary to £32**,000 plus Bonus and Benefiits (potentially negotiable)** MBF are currently working with a well established firm of Financial Planners who are currently in the market to recruit a Financial planning Administrator to join their growing team. **The role**: - The role will be working in a busy...

  • Financial Planning Administrator

    6 days ago

    Leicester, Leicester, United Kingdom NJR Recruitment Full time

    IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

  • Financial Planning Administrator

    6 days ago

    Leicester, Leicester, United Kingdom NJR Recruitment Full time

    IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

  • Senior Financial Administrator

    6 days ago

    Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time

    {"h1": "Senior IFA Administrator Role", "p": "We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at North Oak Recruitment Ltd. As a key member of our financial services team, you will provide exceptional client care and administrative support to our Financial Planners, ensuring seamless delivery of our services.",...

  • Senior Financial Administrator

    6 days ago

    Leicester, Leicester, United Kingdom North Oak Recruitment Ltd Full time

    {"h1": "Senior IFA Administrator Role", "p": "We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at North Oak Recruitment Ltd. As a key member of our financial services team, you will provide exceptional client care and administrative support to our Financial Planners, ensuring seamless delivery of our services.",...

  • Financial Planning Administrator

    7 days ago

    Leicester, Leicester, United Kingdom NJR Recruitment Full time

    IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

  • Financial Planning Administrator

    7 days ago

    Leicester, Leicester, United Kingdom NJR Recruitment Full time

    IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

  • Financial Planning Administrator

    1 month ago

    Leicester, United Kingdom NJR Recruitment Full time

    Financial Planning Administrator LeicesterSalary: up to 25,000 25 days holiday plus bank holidays.Generous non-contributory group pension scheme, Free Parking On site Gym Fully office based 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 Planning Administrator

4 months 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