Current jobs related to Financial Planning Administrator - Durham - NJR Recruitment

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Independent Financial Advice firm in Durham to find an exceptional IFA Administrator to join their back-office support team.This is an excellent opportunity to work with a well-established firm that provides holistic financial planning advice to clients.The successful candidate will be responsible...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Independent Financial Advice firm in Durham to find an exceptional IFA Administrator to join their back-office support team.This is an excellent opportunity to work with a well-established firm that provides holistic financial planning advice to clients.The successful candidate will be responsible...

  • Financial Services Administrator

    6 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an experienced IFA Administrator to join their back-office support team.About the Role:Support a team of financial advisors in providing holistic financial planning advice to clients.Work with Intelligent Office (IO) software to manage...

  • Financial Services Administrator

    6 days ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an experienced IFA Administrator to join their back-office support team.About the Role:Support a team of financial advisors in providing holistic financial planning advice to clients.Work with Intelligent Office (IO) software to manage...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OpportunityWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our Financial Advisers in providing holistic financial planning advice to clients.Work as part of a friendly back-office support team to ensure seamless operations.Utilize Intelligent Office (IO) to...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job OpportunityWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our Financial Advisers in providing holistic financial planning advice to clients.Work as part of a friendly back-office support team to ensure seamless operations.Utilize Intelligent Office (IO) to...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    5 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    5 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Type: Full-timeAbout Us: Recruit UK | Certified B Corp™ is a leading recruitment agency specializing in financial services. We bring unique expertise, insight, and connections to match candidates with their perfect positions.About...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job DescriptionJob Title: Financial Services AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Type: Full-timeAbout Us: Recruit UK | Certified B Corp™ is a leading recruitment agency specializing in financial services. We bring unique expertise, insight, and connections to match candidates with their perfect positions.About...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: IFA AdministratorIndustry: Financial ServicesLocation: DurhamSalary: up to £32,000Job Ref No: 9261Job Description: IFA AdministratorRecruit UK is working with a leading Independent Financial Advice firm in Durham to find an IFA Administrator to join their back office support team.Well-established IFA firm with a holistic approach to financial...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...

  • Financial Services Administrator

    2 weeks ago

    Durham, Durham, United Kingdom Recruit UK Full time

    Job Title: Financial Services Administrator Industry: Financial Services Job Summary: We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at a leading Independent Financial Advice firm in Durham. As a key member of our back office support team, you will play a vital role in ensuring the smooth operation of...

  • Financial Services Administrator

    2 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    2 days ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Opportunity: IFA AdministratorWe are seeking an experienced IFA Administrator to join our team at a leading Independent Financial Advice firm in Durham.About the Role:Support our team of Financial Advisers in delivering holistic financial planning advice to clients.Provide administrative support for wills and powers of attorney.Utilize Intelligent Office...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Independent Financial Advice firm in Durham to find an exceptional IFA Administrator to join their friendly back-office support team.This is an excellent opportunity to work with a well-established IFA firm that provides holistic financial planning advice to their clients.The successful candidate...

  • Financial Services Administrator

    1 week ago

    Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time

    IFA Administrator OpportunityWe are working with a leading Independent Financial Advice firm in Durham to find an exceptional IFA Administrator to join their friendly back-office support team.This is an excellent opportunity to work with a well-established IFA firm that provides holistic financial planning advice to their clients.The successful candidate...

Financial Planning Administrator

4 months ago

Durham, United Kingdom NJR Recruitment Full time

**Location**
**Salary**
**Posted on**
**Reference**
**Durham
£23000 - £28000
02/08/2023
NJR14036

DESCRIPTION

Financial Planning Administrator
Houghton le Spring

NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management.

Based on the outskirt of Houghton le Spring, our client is looking to recruit an experienced Financial Services Administrator to support a team of Financial Planners.

The role will be varied and will involve;
Preparing client valuations and meeting packs
Undertaking general office duties
Liaising with providers to obtain information relating to clients policies
Inputting data onto client management system.

What's in it for you?
25 days holiday + bank holidays
Bonus Scheme
Flexible hours + Hybrid working (after training)
Death in Service Cover
Private healthcare
Company Pension