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...

An exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. **Key Purposes** To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process. To accurately process business in line with the...

Our client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. The organisation is well established and have a fantastic reputation in Greater Manchester and across the North West. Due to increased workload and an internal promotion, they...

**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...

Office Based - Altrincham - Salary up To £25,000 + Benefits, Bonus and Incentives. Purchasing Professionals are pleased to be recruiting on behalf of a well-established firm of Independent Financial Advisors for an experienced financial planning administrator to joint their financial support team. Established for over 30 years, this firm are specialists...

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,...

**Position Summary** Due to continued growth, Capstone Financial is seeking a Client Administrator to join our busy administration team based in the Altrincham area. **Role Purpose** Supporting the adviser team and the wider operation, ensuring that new business cases are processed effectively; whilst maintaining a timely turnaround and high level of...

**Financial Services Administrator** **Altrincham, Cheshire** **Salary: £25,000 - £30,000** We are delighted to be working with a South Manchester based and award winning Financial Planning Management Practice based in Altrincham, Cheshire. They have an exciting opportunity for an experienced IFA administrator to join a well established and growing...

About the RoleWe are seeking a highly organized and efficient Administrative Assistant to join our operations team at Capstone Financial.The successful candidate will have exceptional telephone skills and be confident speaking with clients to book appointments.Responsibilities include reception duties, managing meeting room bookings, running reports,...

**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...

**Financial Administrator** Salary £25,000 - £29,000 South Manchester, Cheshire - £25,000 - £29,000 - Excellent benefits package & career development. Wealth Management firm who have won numerous financial services awards is looking to recruit within its IFA Support team. This Cheshire based firm is a big believer in career development and rewarding...

**Financial Administrator** - WOO00JX **Finance Administrator** ***£500 Welcome Bonus** **Woodend Care Home, Bradgate Road, Altrincham, WA14 4QU** It’s the small things that can often make the biggest difference. At Bupa Care Homes, we know it's our privilege to care for people - supporting them to live with dignity and independence. Right now, we’re...

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...

Our client is a funding business for SME across the UK. The role is full time Mon-Fri office based in Altrincham, Cheshire. Main duties: Creating financial contracts Managing Docusign agreements Providing customer service Managing documents and files Creating customer funding certificates Assisting in daily administrative tasks Keying in data into...

We are seeking a highly skilled Financial Administrator to support the Finance Director with various business accounting activities at our successful family-run company based in Altrincham.The ideal candidate will have a minimum of 3 years' experience in an accounts or credit control team and be accomplished in Microsoft Windows Office software, specifically...

IFA Administrator / Wealth Administrator / Financial Administrator / Financial Planning Administrator / Sales Support / Wealth Planning / Business Support / Client Services / Client Support / Client Delivery / IFA / CII / CISI / Wealth Management **Location -**Altrincham, UK **Salary -** dependant on experience **Duration -**permanent, full time A chartered...