Financial Planning Administrator
3 days ago
The Orchard Practice is a family-run financial planning business, supporting clients at all stages of life. At The Orchard Practice, we look after clients as well as their finances. We treat all of our clients as we would want to be treated ourselves - whichis why most of our client relationships develop into friendships.
We are now hiring for an amazing financial planning administrator, to join our growing team.
**The Role**:
- Supporting and working closely with the financial planners and other team members
- Managing client documentation and recommendation reports
- Administering client’s pensions and investments
- Effectively liaise with product providers and key partners
- Managing and coordinating annual client reviews
- Processing financial transactions within SLA
- Monitoring workflow to ensure all steps complete
- Keep up to date with FCA regulations and internal policies and procedures
- Arranging client meetings and appointments
- Dealing with existing client queries
- Process new business enquiries
- Manage and maintain client data within the back office system
- Effectively communicate with clients and third-party service providers in a professional and timely manner
- Ensure that client, policy and adviser fee information are accurately maintained and up to date
- Prepare accurate and timely documentation for client meetings
- Operate as prime point of contact for potential and existing client base
**About You**:
- Self-motivated
- Team Player
- Proactive attitude
- Experience of working within a Financial Planning Firm
- Pensions and Investments product knowledge is essential
- Financial Services Qualifications such as Certificate in Financial Services or the level 4 diploma in financial planning would be desirable
- Ability to analyse financial information and comply with regulations
-
Financial Planning Administrator
4 days ago
Borehamwood, United Kingdom Recruit UK Full time**Job Title: Financial Planning Administrator** **Industry: Financial Services** **Location: Borehamwood** **Salary: Up to £40,000** **Reference Number: 7106** **Job Description: Financial Planning Administrator** Recruit UK are working on an excellent opportunity for a Financial Planning Administrator position in Borehamwood to join a leading...
-
Financial Planning Administrator
7 months ago
Borehamwood, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount. The business is a...
-
Financial Planning Administrator
7 months ago
Borehamwood, United Kingdom Idex Full timeA growing IFA are looking to add an experienced Financial Planning Administrator to their team in Borehamwood. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business. Main duties: - Working closely with the Adviser Support Operations Manager and...
-
Financial Planning Administrator
4 days ago
Borehamwood, United Kingdom Twentyfour Recruitment Group Full timeAn exciting opportunity has arisen for an Administrator to join a successful Financial Planning business. This role is best suited for someone with at least 1 years’ experience in administration and great organisation skills. The role will become hybridafter the probation period. **Key Responsibilities** - Create and maintain accurate client records on...
-
Financial Administrator
3 days ago
Borehamwood, Hertfordshire, United Kingdom Randstad Full timeJob Title: Financial AdministratorWe are seeking an experienced Financial Administrator to join our finance team at Randstad. As a key member of the team, you will be responsible for supporting the financial processes and providing accurate and timely financial information.About the Role:This is an exciting opportunity to work in a dynamic and fast-paced...
-
Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Randstad Full timeJob DescriptionAn exciting opportunity has arisen for a motivated and detail-oriented Financial Administrator to join our team in Elstree. The successful candidate will support the finance team with transactional finance, mainly within purchase ledger and month end.Key Responsibilities:Purchase Ledger: Ensure supplier invoices are processed accurately on...
-
Financial Services Client Administrator
6 months ago
Borehamwood, United Kingdom Finlink Ltd Full timeThis role is best suited to those with at least 3 years experience as an IFA Administration. You will be providing support to established Advisor's, with emphasis on new business support and meetings. The role has a salary of up to £40,000 with Hybrid working and a great benefits package. **The Company** This Independent, whole-of-market financial...
-
Ifa / Wealth Planning Administrator
7 months ago
Borehamwood, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Location: Borehamwood** **Salary: £26,000 - £40,000 depending upon qualifications** **Are you an IFA Administrator looking for your next role?** - Do you feel that you are underpaid or undervalued working for a larger IFA? - Would you like to work in a boutique wholly independent IFA working with a...
-
Financial Planning Operations Manager
1 month ago
Borehamwood, Hertfordshire, United Kingdom CV Library Full timeCompany OverviewThis is a chance to be part of a small, award-winning financial planning business. Our team provides expert financial guidance and support to individuals and businesses alike. We are committed to delivering exceptional service and building long-lasting relationships with our clients.Job DescriptionWe are seeking an experienced Financial...
-
Financial Controller
3 days ago
Borehamwood, United Kingdom eFinancialCareers Full time**Financial Controller £70000 - £85000 (dependent on experience) + bonus North London** **THE COMPANY **This is an excellent opportunity to join a progressive, ambitious property investment and development group. They specialise in the investment in and development of properties, which generate high yield income for the business and eventually at theright...
-
Mortgage & Protection Administrator
3 days ago
Borehamwood, United Kingdom The Orchard Practice Full timeThe Orchard Practice is a family-run financial planning business, supporting clients at all stages of life. At The Orchard Practice, we look after clients as well as their finances. We treat all of our clients as we would want to be treated ourselves - whichis why most of our client relationships develop into friendships. We are now hiring for an amazing...
-
Credit Services Administrator
11 hours ago
Borehamwood, United Kingdom Tate Full time**Credit Services Administrator - Borehamwood - £22k to £26k** Are you looking for a role within a progressive company with an energetic internal atmosphere and exciting expansion plans for this year as well as years beyond? Our client - Borehamwood based and in Imperial Place are looking for a new Credit Services Administrator to join their team! Could...
-
Cashier/administrator. Banking
12 hours ago
Borehamwood, United Kingdom Situations Vacant Ltd Full timeBanking/Cashier/Administrator Part time role 20 hours weekly over 3 days Salary £17,000 pa plus Pension Contribution **Existing Business Detail** The Banking/Cashier/Administrator at the clients offices will be - offering a full range of savings products, looking after daily activities of servicing existing clients from withdrawals and receipts taken to...
-
Mortgage & Protection Administrator
7 months ago
Borehamwood, United Kingdom The Orchard Practice (TOPFS) Full timeAt The Orchard Practice, we are expanding our team and are looking for a Mortgage & Protection Administrator. This is an opportunity to join a small team in an award-winning financial planning business and be a fundamental part of helping our clients achieve their goals and protect their future. **What we are offering** As well as getting to be a team...
-
Financial Services Assistant
3 days ago
Borehamwood, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeJob OverviewBurton Bolton & Rose Recruitment Services Ltd is seeking a highly organized and detail-oriented Financial Services Assistant to provide administrative support for the Accounts and Payroll Officer. This role is ideal for individuals at the start of their career in the accounts field, with opportunities for professional growth and development.About...
-
Financial Administrator Position
3 weeks ago
Borehamwood, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeThis role involves providing administrative support to the finance team at Burton Bolton & Rose Recruitment Services Ltd.Responsibilities:Raise sales invoices, record payments received, and accurately update the accounts system.Verify purchase invoices with delivery notes, process supplier payments in a timely manner.Perform monthly reconciliation of bank,...
-
Financial Administrator Specialist
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeCompany Overview: Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists is a boutique insolvency practice seeking an Insolvency Administrator to join their business. This role involves liaising with Solicitors to obtain legal advice on issues incorporating wrongful trading and other antecedent transactions.Estimated Salary: £22,000 to...
-
Financial Admin Assistant
2 days ago
Borehamwood, United Kingdom Interaction Recruitment Full timeMy Client, a leading company based in Borehamwood are recruiting for a Financial Administration Assistant on a temporary basis for a six month period with the potential for extension. The hourly pay rate is between £13-£15 per hour DOE Hours are 9am till 5:30pm The role will involve -- Supporting bank account changes - Reviewing and approving all...
-
Collections Administrator
2 days ago
Borehamwood, United Kingdom D&R Partners Recruitment Limited Full time**Collections Administrator** **Borehamwood** **Up to £32,000** D&R Partners are pleased to be representing an innovative, fairly new lender based in Borehamwood. Since entering the property finance market, our clint has quickly made an extremely positive name for themselves, which has led to great success. Our client prides themselves on being reliable...
-
Senior Financial Administrator
2 weeks ago
Borehamwood, Hertfordshire, United Kingdom Burton Bolton & Rose Recruitment Services Ltd Full timeBurton Bolton & Rose Recruitment Services Ltd is seeking a highly skilled Finance Manager to lead their accounting and finance function. This successful SME requires an individual with expertise in financial management, including reporting, ledger maintenance, cashbook records, and VAT returns.The ideal candidate will have excellent communication skills, be...