Financial Planning Administrator

Due to continued growth and internal promotion, an exciting opportunity has arisen for an experienced financial services administrator to join our team, based at our Altrincham Office, Greater Manchester. You will have knowledge of the financial planning process and ideally be experienced in providing client and financial adviser support. The role covers a...

**Role Responsibilities** The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: - Produce EIS & VCT summaries for clients when requested - Liaise with providers to resolve queries - Overseeing withdrawal requests - Processing new business submissions - Preparing meeting packs - Ensuring...

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team. This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products. Duties as follows: - Key Areas Provide an effective link between client and consultant. Ensure...

**Financial Planning Administrator** **Altrincham** **Up to £30,000** NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to hear from an experienced and technically minded Financial Planning Assistant. - Providing direct support to a team of Financial Consultants, daily duties will be...

We are seeking an organised and detail-oriented Reception and Administration Professional to join our operations team at Capstone Financial. As the first point of contact, you will handle reception duties, manage meeting room bookings, run reports, and provide administrative support to the adviser team. This role requires proficiency in Microsoft packages,...

**reference**: BBBH19130_1691662225 Administration Assistant **Vacancy Type**: Permanent **Location**: Altrincham, Greater Manchester **Salary**: Up to £18000.00 per annum Trainee Administrator - Altrincham - Permanent circa £18,000 I'm currently working with a brilliant legal firm based in Altrincham - assisting them in their search for a Trainee...

**Job Title: IVA Specialist with Training for Corporate Insolvency Administrator** **Location**: Altrincham, UK **About Us**: We are a leading insolvency firm based in Altrincham, dedicated to providing comprehensive debt solutions and corporate insolvency services. With a focus on professionalism and client-centric approach, we aim to assist individuals...

Job DescriptionGibson Hollyhomes requires a skilled Financial Administrator to manage financial transactions, maintain accurate records, and provide administrative support to the accounting team.This role involves:Managing cash flow and preparing financial reportsMaintaining accurate and up-to-date financial recordsProviding administrative support to the...

IFA Administrator RoleWe are working with a prestigious financial planning firm in Altrincham to find a skilled IFA Administrator to join their team on a permanent basis. The successful candidate will be a key part of a team that supports experienced paraplanners and financial planners in providing exceptional client service.The role involves a range of...

**Job Title: Financial Services Administrator** **Duties include**: Provide administration support to financial advisers Liaising with clients and other third parties - dealing with queries Updating the database Preparing meeting packs Sending review letters Processing fund switches, rebalances and withdrawals **Requirements**: Previous financial...

About Page Personnel SalesWe are seeking an experienced Financial Services Administrator to support our front office team in administrative functions. This role involves providing administrative assistance to Investment Managers and Financial Planners, as well as supporting financial advisers with their day-to-day tasks.The successful candidate will have a...

This Administrative Coordinator role offers an exciting opportunity for a highly organised and efficient individual to make a meaningful contribution to our company. As the first point of contact, you will be responsible for handling reception duties, managing meeting room bookings, running reports, and providing administrative support to the adviser team....

**LOCATION** **Altrincham** **SALARY** **£27000 - £27000** **JOB TYPE** **Permanent** **REF** **EW2311-9108_1700747265** **Administrator - x2 positions** **£27,000 + Company bonus (£3,000 per year on average)** **Altrincham** **If you do a fantastic job here, you get paid commission which is unusual in an admin role! If you’re diligent,...

Company OverviewIDEX Consulting is a growing chartered financial planning business seeking an experienced administrator to join our team. We are looking for someone with strong administrative skills and the ability to work accurately and efficiently.Key ResponsibilitiesPipeline management involves ensuring all business is recorded and chased through to...

Job Title: Senior Financial AdministratorEstimated Salary: £28,000 - £35,000 per annumAbout the Role:We are seeking a detail-oriented and proactive Senior Financial Administrator to join our dynamic finance team at Altum HR. As a key member of our team, you will be responsible for preparing redemption statements accurately and efficiently.You will build...

**Job Title: Operations Support Administrator** **Salary: £23,500** **Location: Altrincham** **Benefits: 25 days holiday plus bank holidays, birthday off & more.** **Who are we looking for?** We are looking for someone who has great communication skills, is experienced with Microsoft Word and Excel and someone who is capable of managing their own...

**LOCATION** **Altrincham** **SALARY** **£32000 - £35000** **JOB TYPE** **Permanent** **REF** **SR2401-12_1705921640** **Compliance Administrator - Data Analyst** **Altrincham** **£32,000 - £35,000** Incredible opportunity for a Compliance Administrator to support the Operations Director in the analysis of key compliance and certification for...

Job Description: We are seeking a highly motivated and organised individual to fill the position of Receptionist / Client Administrator at Capstone Financial. As a key member of our operations team, you will play a vital role in ensuring the smooth running of our business, providing exceptional administrative support, and delivering outstanding customer...

**LOCATION** **Altrincham** **SALARY** **£25000 - £25000** **JOB TYPE** **Permanent** **REF** **EW2402-78_1709155201** **Customer Service Administrator** **£25,000 + Benefits** **Altrincham** This is a place where you will be for the next 10 years still enjoying your role and career and loving being amongst the incredible team. I’m not just...

Role OverviewThe Receptionist / Client Administrator is a pivotal role within our operations team at Capstone Financial. This position plays a crucial part in ensuring seamless case progression and timely turnaround while maintaining exceptional accuracy. As the first point of contact, you will be responsible for handling reception duties, managing meeting...