Financial Planning Administrator

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,...

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,...

Recruit Wealth are representing a highly successful, independent Financial Planning business who are currently recruiting for an experienced Administrator to join their Leiecister team. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and...

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 Independent Financial Advisers, who have had year on year growth. As a result of their continued growth now have an...

**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...

**Key Duties**: - **Applicant needs to be Leicester based** - Opening and closing and archiving client files. - Ensuring documents and e-filing are stored correctly. - Handling enquiries - Drafting and taking instructions on a variety of Wills and associated estate planning documents - Draft correspondence and documents ensuing they are accurate and meet...

**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...

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...

We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products,...

We are seeking a talented Financial Services Administrator to join our client, a well-established financial services firm based in Central Leicester. Their experienced financial advisors have over 100 years of combined experience, providing exceptional customer service and guidance to their clients. They offer a comprehensive range of financial products,...

A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

A rare opportunity exists for an experienced Financial Services Administrator to join one of the most exciting and ambitious national financial advisory firms as a Junior Paraplanner / IFA Administrator at their office in Kibworth. Applications are welcomed from administrators, case managers and junior paraplanners currently working within financial...

Financial Services Administrator (CRM)Leicester City Centre (Our Ref AL1292)Salary to c£30,000 pa dep on exp + benefitsMy client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period.Responsibilities may include, but are not...

**Location** **Salary** **Posted on** **Reference** **Leicester £21000 - £23000 20/11/2023 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...

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...

Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

Job description **Company Description** At WEPC Wills, our mission is to empower individuals to take control of their financial and personal legacies. We provide personalised estate planning services to simplify the process and ensure a seamless transition of assets, bringing peace of mind to our clients and their loved ones. As specialists in will...

**Head of Financial Planning & Analysis** **Leicester - hybrid** **C£70,000p.a. depending on experience** - Are you a qualified Finance professional with strong leadership skills? - Are you commercially aware with a strategic mindset and have the desire and ability to influence change? - Would you be interested in joining an exciting, continually growing...

Financial Services Administrator (CRM) Leicester City Centre (Our Ref AL1292) Salary to c£30,000 pa dep on exp + benefits My client is a long-established IFA, and they have a vacancy for a Financial Services Administrator to join their team. This role is office based with one day at home per week after probation period. Responsibilities may include, but...

_**Job Title**_ Mortgage Administrator - **Brief Overview of the Role**:_ - **Full Vacancy Description**:_ Duties will include but are not limited to the following: ~ Handling/sending post ~ Using Microsoft products (Word, Excel Etc) ~ Liaising with clients, solicitors, advisors & lenders ~ Processing documents ~ Updating CRM systems ~ Filing...