Financial Planning Administrator

**Administrative Assistant** **Location: Brierley Hill** **Salary: £22,000 - £24,000, depending on experience** **Are you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected Appointed Representative of St....

Job OverviewWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our client's team in Burgess Hill. As a key member of the team, you will provide administrative support to financial advisers and mortgage advisers, ensuring seamless operations and exceptional client experiences.

Financial Planning Administrator (Part-time) RoleWe are seeking an experienced Financial Planning Administrator to join our client’s team in Burgess Hill.Main duties include administrative support for financial advisers and mortgage advisers, growing and maintaining client relationships.Key Responsibilities:Produce accurate client portfolio valuations from...

We are looking for a highly skilled Financial Planning Administrator to join our client's team in Burgess Hill. As a key member of the financial services sector, this part-time role requires 3 days a week in the office. Previous experience in wealth management or mortgages is essential.Key Responsibilities:Administrative Support: Provide administrative...

Technical Administrator - Financial Planning I am recruiting a really exciting position of Technical Administrator within a Chartered Financial Planning firm. This role is exciting for many reasons, but this is great as we are open to most backgrounds, if you are number literate, have an genuine interestin a career in Financial Planning industry, this role...

Job OverviewWe are seeking a Financial Planning Administrator to join Artemis Recruitment Consultants Ltd's team based near Burgess Hill. This part-time role is ideal for individuals with previous experience in wealth management or mortgages.Key Responsibilities:Produce client portfolio valuations from various investment providers.Process all new business...

We are looking for a self motivated individual to join our Production Planning team to support the needs of our Sales department. You need to be intermediate in excel and be able to do V lookups!  The primary function of this role will be to prepare, analyse, and develop new and existing reports,  • Customer Demand Forecasts • Monthly...

We are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. This is an excellent opportunity for a motivated individual to assist in the administration of financial services.The successful candidate will be responsible for maintaining close contact between clients and colleagues, retrieving new and historic...

IRC is delighted to be recruiting an experienced Financial Planning Administrator on behalf of our client, a very successful and well-established firm of Financial Planners based in the West Midlands. **Role overview** - To provide an effective and efficient administration service to the Advisers and Head Office as required - To assist Paraplanners and...

Sales Administrator Brierley Hill Permanent Opportunity. Hours of Work: 08.30am till 5.00pm with 30 minutes lunch. **Salary**: £25K Company Benefits: 20 days holiday plus 8 statutory days, company pension, free onsite parking. Are you an experienced Sales administrator looking for a new opportunity in the Brierley Hill area? If so, we are working in...

**Details**: **Reference number**: - 338569**Salary**: - £20,172- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Administrative Officer**Contract type**: - Fixed term**Length of employment**: - 18 Months**Business area**: - PINS - Operations**Type of role**: - Operational Delivery - Planning**Working...

Job Title:Senior Administrative Support OfficerAbout the Role:This is a dynamic opportunity for an experienced and proactive Executive Assistant to join Morgan Ryder's leadership team.Key Responsibilities:Support Senior Leaders: Manage executive calendars, coordinate meetings, arrange travel, prepare agendas, briefing materials, and take minutes during...

IFA Support opportunity for a leading Midlands financial advice firm **About Our Client** A top Midlands advice firm has an opportunity for an IFA Support / Paraplanner to join their team providing support and client services for independent financial advisers and financial planners. - **About the role** Preparing client and adviser cases for IFA’s &...

**About the Role**We are seeking an experienced Financial Planning Administrator/Relationship Exec Assistant to join our team at Recruit Wealth Ltd. This is a unique opportunity to work with a national, Financial Planning and Wealth Management client that is going through rapid expansion.The successful candidate will be responsible for providing...

An exciting opportunity has arisen for a **Band 3 administrator **based within our Community Recovery Service. We are looking for a motivated, enthusiastic and reliable individual.You will be required to have relevant knowledge of an administrative environment. You will need to have excellent organisational and communication skills and be able to prioritise...

Job Title: Financial Support SpecialistWe are seeking a highly skilled and experienced Financial Support Specialist to join our team. As a key member of our finance department, you will be responsible for providing financial support to the business, including accounts processing, system management, and administration.The role involves working closely with...

Artemis Recruitment Consultants Ltd is seeking a highly skilled and experienced Financial Planning Specialist to join their team based in the Burgess Hill area. This part-time role will involve working alongside financial advisers and mortgage advisers to provide administrative support and grow relationships with clients.The ideal candidate will have...

NJR Recruitment Careers is thrilled to present a fantastic opportunity for an experienced and talented Financial Planning professional to join their team as an IFA Administrator.This role is ideal for someone seeking a long-term position in a well-respected financial planning practice, with full study support and a personalized development plan.Key...

**Job Title**:Sales Administrator Assistant **Company**:Hammond Chemicals Ltd **Location**:Brierley Hill, Dudley(Post code DY5 1JR) **Summary**: **About Hammond Chemicals**: Established in 1969, Hammond Chemicals is a family-led business dedicated to providing industrial solvent chemicals to businesses across the UK. We pride ourselves on our reliability...

Job Summary:Our manufacturing company is seeking a Financial Support Specialist to provide expert accountancy services, focusing on accounts assistance, system management, and dynamic roles.This role involves utilizing Excel, Outlook, and other tools to support payroll, end-of-year accounts, and general accounts processing, as well as providing...