Administrator - Financial Planning

**The Client**: A highly unique and successful Wealth Management firm based in the midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients. They have a sole focus on high net-worth clients andhave more than doubled in size over the last 2 years. **The Opportunity** This is a...

**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...

Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an IFA administrator to join their team. The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice. They...

Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an IFA administrator to join their team. The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice. They...

**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...

**Are you a 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 wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...

**Job Title**: Financial Services Administrator **Location**: Nottingham **Benefits**: - Discretionary annual bonus following a year’s service - 25 days holiday plus Bank Holidays - Enrolment into the Workplace pension scheme - Death in Service - 2x salary - Discretionary Long-Term Sickness Policy - Examinations and study material paid for by the...

Job Opportunity: Independent Financial Adviser Employment Type: Self-employed Compensation: 65-75% commission split (dependent on level of trail) Potential client leads generated via company website and Unbiased Convenient large office space for office-based or remote working Access to third-party support tools such as FE Analytics, Cashcalc,...

Due to the continuing expansion of our client, we are currently seeking a Graduate Trainee Financial Services Administrator to join their team. Working as part of their busy administration team, the successful applicant will contribute to the servicing of clients' SIPP / SSAS pension arrangements, dealing with all aspects of administration and also...

The administrator will provide an effective and efficient support service to the department and dedicated advisers, updating advisers pipelines and document preparation. As Case Administrator, you will be responsible for: - Liaising with 3rd, clients and advisers. - Work closely with advisers, creating a great team, to provide outstanding customer...

Nelsonsis one of the largest and fastest growing law firms in the East Midlands offering both legal and financial expertise in Nottingham, Derby and Leicester. We look to empower our clients, to give them a voice, helping them to make the right legal and financial decisions based on their own personal needs and objectives, steering them through any...

Nelsonsis one of the largest and fastest growing law firms in the East Midlands offering both legal and financial expertise in Nottingham, Derby and Leicester. We look to empower our clients, to give them a voice, helping them to make the right legal and financial decisions based on their own personal needs and objectives, steering them through any...

Our client is a Chartered Financial Planning firm that is recognised as being in the Top 100 of financial planning companies in the UK. They focus on goals-based holistic financial planning, often for people with complex circumstances or approaching retirement. They are also one of the top financial planning companies to work for in their region. They are...

Head of Cost Business Partnering page is loaded Head of Cost Business Partnering Apply locations Nottingham, Eng London, Eng time type Full time posted on Posted Yesterday job requisition id R183953 Nottingham Trent House (95002), United Kingdom, Nottingham, NottinghamshireHead of Cost Business Partnering About this role We are looking for an...

Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...

Nottingham University Hospitals' Digital Services provide services to the City Hospital, Ropewalk House and Queen's Medical Centre Campuses, including the Nottingham Treatment Centre. It comprises a multi-disciplinary team of IT professionals responsible for providing a wide range of services in information technology, knowledge management, computing and...

Hybrid managing admin Team in NottinghamIndependent Financial PlannerDevelopment to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the...

Hybrid managing admin Team in NottinghamIndependent Financial PlannerDevelopment to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the...

Provide full holistic wealth advice to new private clients/business owners that you acquire through your own activities with networking/webinars/events assisted by the inhouse marketing team at as well as referrals you receive. Your new portfolio may also include some existing clients. The focus of the role will be to develop financial plans for all clients...

This is a perfect opportunity for an experienced administrator to join a market leading organisation. You will join a dedicated team who are responsible for delivering the best service to some of the UK’s leading organisations. This is a varied and interesting role and will suit someone looking to establish a career within a growing business. You must be...