Financial Planning Administrator

6 months ago


Kettering, United Kingdom Capio Recruitment Full time

**Job Title: Financial Planning Administrator**

**Location: Kettering**

**Salary: £25,000 - £29,000**

**The Company**:
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a new Administrator to join their back office team. They are a modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction.

They provide financial advice on a range of products including pensions, investments, protection, tax planning and provide investment management advice as well. Having seen strong growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. In return, they offer exam support, a strong benefits package and clear career progression to develop your career within this sector. They invest heavily in growing and developing their own talent so the chance to progress will be available.

**The Role**:
There will also be contact with providers and you will work closely with the firm’s Financial planners to provide a comprehensive service to the firms clientele.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you, as this role can develop towards paraplanning or advising in the future if you were looking to head in this direction.

**The Required Skills**:

- R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable
- Experience of working within a Financial services firm would be advantageous
- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
- Strong attention to detail and numerical ability.

**If you are interested in discussing this position, then please get in touch with Capio Recruitment.**

**INDED**

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£29,000.00 per year

**Benefits**:

- Company pension
- Employee discount
- Free parking
- Health & wellbeing programme
- Life insurance
- Private medical insurance

Schedule:

- Monday to Friday

Ability to Commute:

- Kettering (required)

Work Location: In person

Reference ID: 39419



  • Kettering, Northamptonshire, United Kingdom Capio Recruitment Full time

    Job Title: Technical ParaplannerLocation: Kettering, Midlands and LondonWe are seeking a skilled Financial Planning Expert to join our client's friendly team. The company is well-established and growing, offering a strong presence in the industry with boutique services.The ideal candidate will provide advice on pensions, investments, tax planning, and IHT...


  • Kettering, Northamptonshire, United Kingdom Northampton Business Directory Full time

    Assistant Financial Administrators play a vital role in ensuring the smooth operation of financial processes within an organization. At Northampton Business Directory, we are seeking a highly skilled Assistant Financial Administrator to join our team.As an Assistant Financial Administrator, you will be responsible for maintaining accurate financial records,...


  • Kettering, Northamptonshire, United Kingdom Abacus Consulting.Co Ltd Full time

    Job DescriptionWe are seeking a highly skilled Financial Administrator to join our team at Abacus Consulting.Co Ltd. As a key member of our financial department, you will be responsible for office and client payments, VAT returns, bank reconciliations, and month and year-end duties.Key Responsibilities:Process office and client payments in a timely and...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    Company OverviewCavendish Maine is a leading financial planning firm dedicated to providing high-quality, comprehensive financial planning advice to individuals, families, and businesses.


  • Kettering, United Kingdom Cavendish Maine Full time

    Cavendish Maine is a financial planning firm that provides high-quality, comprehensive financial planning advice to individuals, families and businesses. We are looking for an experienced Financial Planning Specialist to join our team.About the RoleYou will work closely with the Managing Director and a team of highly qualified Advisers to ensure clients...


  • Kettering, United Kingdom Versalift UK Ltd Full time

    Job Advert **Description of the role;** Reporting to the Service Office Manager, we are looking for an enthusiastic and adaptable Service & Planning Administrator to join our Service Department. You will be responsible for supporting the Service Officer Manager in all aspects of the Service Office functions and to achieve the Department’s targets, key...


  • Kettering, Northamptonshire, United Kingdom Northampton Business Directory Full time

    Company OverviewAt Northampton Business Directory, we strive to deliver exceptional financial planning and advice services to our clients. Our team of experts is dedicated to helping individuals achieve their long-term goals.


  • Kettering, Northamptonshire, United Kingdom Cavendish House Recruitment Full time

    Cavendish House Recruitment is a financial planning firm dedicated to delivering personalized and thorough guidance to individuals, families, and businesses. As a Paraplanner, you will work closely with our team of experts to provide exceptional client service and support our goal of achieving outstanding results.Job Overview:Assist in preparing review...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time £40,000

    Cavendish Maine is a reputable financial planning firm seeking an experienced Paraplanner to join their team.The ideal candidate will have expertise in inputting into and following the Company Central Investment Proposition.This office-based role offers a hybrid working arrangement, with regular hours from 9am-5pm Monday-Friday.A strong understanding of...


  • Kettering, Northamptonshire, United Kingdom Northamptonshire Healthcare NHS Foundation Trust Full time

    Job Title: Management AccountantWe are seeking a highly skilled Management Accountant to join our team at Northamptonshire Healthcare NHS Foundation Trust. The ideal candidate will have part-qualified or AAT finalist status and 2-3 years of management accounts experience.The successful candidate will be responsible for managing financial data, analyzing and...


  • Kettering, Northamptonshire, United Kingdom Cavendish Maine Full time

    Job DescriptionCavendish Maine, a reputable financial planning firm, is seeking an experienced Paraplanner to join their team.Role and Responsibilities:The successful candidate will work closely with the MD and a team of highly qualified Advisers to ensure clients receive exceptional service and all deadlines are met.Key responsibilities include producing...


  • Kettering, Northamptonshire, United Kingdom Cavendish House Recruitment Full time

    As a Pensions Administrator at Cavendish House Recruitment, you will play a vital role in supporting our team of experienced Financial Advisers. We are seeking an individual with exceptional organizational skills and attention to detail to ensure exceptional client service and timely deadline fulfillment.Key Responsibilities:Collaborate closely with the...


  • Kettering, United Kingdom CV-Library Full time

    Administrative Assistant - Development Management Team Location: Kettering Salary: £13.02 Assignment length: 3 months This is an office-based role. Opus People Solutions is recruiting on behalf of North Northamptonshire Council for a Administrative Assistant. North Northamptonshire Council is dedicated to enhancing community development through...


  • Kettering, United Kingdom Opus People Solutions Ltd Full time

    Administrative Assistant - Development Management TeamLocation: KetteringSalary: £13.02Assignment length: 3 monthsThis is an office-based role.Opus People Solutions is recruiting on behalf of North Northamptonshire Council for a Administrative Assistant. North Northamptonshire Council is dedicated to enhancing community development through effective...


  • Kettering, United Kingdom Opus People Solutions Full time

    Administrative Assistant - Development Management Team Location: KetteringSalary: £13.02Assignment length: 3 monthsThis is an office-based role. Opus People Solutions is recruiting on behalf of North Northamptonshire Council for a Administrative Assistant. North Northamptonshire Council is dedicated to enhancing community development through effective...

  • Financial Planner

    8 months ago


    Kettering, United Kingdom Northamptonshire Healthcare NHS Foundation Trust Full time

    An exciting opportunity has arisen for a Financial Planner to provide high quality financial planning support to an outstanding Mental Health & Community Services Foundation Trust. We are seeking an enthusiastic, confident, flexible, hard working individual who has experience of working within management accounts and financial planning, preferably in an NHS...

  • Financial Director

    2 months ago


    Kettering, Northamptonshire, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals is seeking a highly skilled Financial Director to lead our finance team in the UK. The ideal candidate will have a strong background in financial planning, reporting, and analysis, with excellent leadership and communication skills.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage financial...

  • Administrator

    2 days ago


    Kettering, United Kingdom XPO TRANSPORT SOLUTIONS UK LIMITED Full time

    Company description:XPO, IncJob description:Logistics done differently.Are you an experienced administrator looking for a new challenge? Do you pride yourself on your ability to achieve thoroughness and accuracy? Do you like the sound of working on a key contract for one of the biggest logistics companies in the industry?We currently recruiting for a...


  • Kettering, Northamptonshire, United Kingdom Henderson Brown Recruitment Full time

    Job Description:    As a Payable Administrator Assistant, you will work closely with the finance team in Kettering to manage financial transactions and process invoices. This is an excellent opportunity to develop your skills and knowledge in purchase ledger and accounts payable.    Main Responsibilities:Manage financial transactions and process...


  • Kettering, Northamptonshire, United Kingdom Northamptonshire Sport Full time

    Job SummaryWe are looking for a highly motivated and organized Administrative Project Coordinator to join our team at North Northamptonshire Council. As a key member of our staff, you will be responsible for providing administrative support for meetings, financial matters, project promotion, and other related activities.You will work closely with colleagues...