Financial Planning Administrator

**Financial Planning Administrator** **The offering**: **Salary of up to £28k depending on experience and qualifications** **Continued professional development** **26 days annual leave (plus statutory)** **Pension scheme, Group Life cover: x4 salary** **Annual discretionary bonus** **Medical cash back plan** A fantastic opportunity has arisen to join...

We are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key Duties and Responsibilities**: - Maintaining client records - Supporting client journey -...

Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...

About UsLime People Search & Select Ltd is a reputable recruitment agency dedicated to connecting talented professionals with exciting job opportunities in the Financial Planning sector. We pride ourselves on delivering exceptional service and building long-lasting relationships with our clients and candidates.Job SummaryWe are seeking a highly skilled...

We are partnering with a leading wealth management business to find a highly skilled Financial Planning Administrator in a modern office space near the city center.The ideal candidate will work closely with experienced financial planners, developing strong relationships with clients and delivering exceptional results. Key responsibilities...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

Are you an experienced administrative professional looking to advance your career in financial services? We have a fantastic opportunity for a highly skilled Financial Planning Support Specialist to join our team at CV-Library.The ideal candidate will possess excellent organizational and communication skills, with the ability to work collaboratively as part...

Job Title: Financial Planning ExpertAbout the Role:We are seeking a highly skilled Financial Planning Assistant to support our Financial Planning Consultants in Central Leeds. The successful candidate will provide first-line administrative and technical support, ensuring exceptional client service at all times.Responsibilities:Support Financial Advisers with...

My client, Lime People Search & Select Ltd, is a leading Financial Planning firm in Central Leeds, UK. They provide comprehensive Financial Planning services to businesses and individuals nationwide.The main purpose of this role is to offer first-line administrative support to Financial Planning Consultants and act as the primary point of contact for...

Based in Central Leeds, our client is a leading Financial Planning firm providing services to businesses and individuals throughout the UK.We are seeking a Financial Planning Assistant to join the growing team, providing administrative and technical support to Financial Planning Consultants and maintaining high client service standards.This role requires...

**About Us**Austin Fraser is a leading Financial Planning firm based in Central Leeds, providing comprehensive financial services to businesses and individuals throughout the UK.We are seeking an experienced Financial Planning Assistant to join our growing team in Central Leeds. As a key member of our team, you will provide administrative and technical...

Company OverviewWe are Lime People Search & Select Ltd, a leading recruitment agency specializing in placing professionals within the Financial Planning sector. Based in Central Leeds, we have an excellent opportunity for a skilled Financial Planning Assistant. Our ideal candidate will possess strong administrative and technical skills, as well as excellent...

Job OverviewThe role of Apprentice Financial Planning Administrator at Exchange Street Claims ltd offers a unique opportunity for individuals to develop their skills in financial planning and administration. As an apprentice, you will gain hands-on experience in the field while pursuing a formal qualification.Salary and BenefitsThis position comes with an...

Financial Planning Administrator - Graduate Role Location: Skipton **Salary**: £20,000 - £23,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an ambitious graduate to join their team in their Skipton Duties will include: Ensuring that the CRM system is fully...

Financial Planning Administrator - Graduate Role Location: Skipton **Salary**: £20,000 - £23,000 NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an ambitious graduate to join their team in their Skipton Duties will include: Ensuring that the CRM system is fully...

Job SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at Georgiana Head Recruitment Limited.This role will involve managing everyday trust administration, tax and basic trust accounts for a portfolio of trusts and settlements. You will also be responsible for some related personal tax work for beneficiaries.The ideal...

Job Title: Financial Planning AssistantA leading Financial Planning firm in Central Leeds is seeking a highly skilled Financial Planning Assistant to provide first-line administrative and technical support to their team of financial consultants. The ideal candidate will be responsible for maintaining client records, processing new business, and ensuring...

This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career. **The...