Financial Planning Administrator

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

DescriptionAs a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion...

DescriptionAs a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion...

**This job is being readvertised due to applicants claiming to have experience when they did not**. The role involves the full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating...

**Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and...

Job OverviewWe are seeking a highly skilled Financial Planning Administrator to join our team at Progeny, a leading financial services company. This is an exciting opportunity to work with a talented team of experts who share your passion for delivering exceptional client service.About the RoleThis role is ideal for a motivated and organized individual who...

This company offers genuine career development, a structured training programme, a superb work environment, and outstanding benefits including 28 days' holidays plus bank holidays, a company bonus, subsidised city centre parking, 9% pension and much more. This role would suit someone with 1+ years’ experience in Financial Planning Administration or...

Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...

At IDEX Consulting Ltd, we are seeking a highly skilled Senior Financial Planner to join our growing team in Nottingham.This opportunity will allow you to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients who require exceptional financial planning services.You will be supported by a team of experienced technicians and administrators in...

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...

**James Phillip are working with a local IFA brokerage looking for an Review Coordinator/Office Administrator** to join a friendly growing team in Nottingam. Part time role, three days a week office based. 9am - 5pm Within the role you will be responsible for setting up and ongoing coordination of administrative procedures to enable the office to run...

We are recruiting a highly skilled Financial Administrator to join our team at Cherry Professional in Nottingham. As a key member of the finance department, you will play a vital role in ensuring the smooth operation of our financial processes.The successful candidate will be responsible for processing supplier invoices, checking statements, calculating...

_**Full time, Permanent**_ - **Nottingham HQ**_ - **Hybrid (Office/Remote)**_ - **Competitive salary**_ **Job Purpose** The Planning Administrator will be responsible for creating site packs and sending site documents out to the wider team. You will be assisting and repairing the stop boards and detonators as and when required. You will be responsible for...

Job Opportunity: Planning Administrator Salary - £28,000 - £30,000 basic, plus bonus - OTE up to £40,000 Monday to Friday 9am - 5:30pm Nottingham City Centre (Hybrid - one day working from home) Are you ready to take the next step in your career? We are a proud to be supporting our client who is seeking a dynamic individual to join a...

Excellent opportunity for an experienced financial planner to join a unique practice. Employed position in a company that offer truly holistic financial advice to a large client base, they are now looking for an IFA as a 'farmer' to join their team to manage a client portfolio. No need to bring clients. No sales targets !! Just give great advice. As a long...

**Planning Administrator - Temporary on going role** An exciting opportunity has arisen to play a key role in the Production Office. The Production Office Coordinator is primarily responsible for supporting the Operations Centre in the delivery of a high quality service, which meets both national and local Key Performance Indicators, through the effective,...

Job Title: Financial AdministratorWe are seeking a skilled Financial Administrator to join our team at Microlise. As a key member of our Credit Control team, you will be responsible for ensuring timely payments from our customers, maintaining accurate records, and providing exceptional customer service.Key Responsibilities:Ownership of a portfolio of...

Robert Walters UK is seeking a skilled Financial Planning Manager to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and analysis, with a proven track record of delivering high-quality financial reporting and analysis.Job DescriptionThe Financial Planning Manager will be responsible for developing and...

Bennett and Game Recruitment are seeking a highly skilled Financial Adviser to join their team on a self-employed basis. The ideal candidate will have extensive experience in financial planning, wealth management, and client consultation.The successful candidate will be responsible for assessing clients' financial needs, developing and implementing...

Key ResponsibilitiesTo provide technical research, recommendations, and financial analysis to support Financial Planners in delivering excellent client service and outcomes.Identify and discuss areas for planning with the Financial Planner, ensuring a comprehensive understanding of client objectives.Conduct relevant research to identify suitable solutions...