Financial Planning Administrator

**Job Title**:Financial Planning Administrator **Industry**:Financial Services **Location**: Norwich **Salary**:£20,000 - £25,000** **Job reference**:6318 Recruit UK is working with a reputable, independent financial advisory firm looking for a financial planning administrator to join their team during a period of growth. The firm in question offers a...

We are seeking an accomplished Financial Planning Administrator to join our thriving team, supporting the delivery of high-quality services to our clients. This role offers an exceptional opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

Are you a Financial Planning Administrator looking to work for a fast-growing and award-winning firm? My clients have been operating in the industry for over 15 years and are trusted, well-known Firms. They are a family-run company that has become one ofthe largest in East Anglia and the Southeast. The business is rapidly expanding, and they are looking for...

**Financial Planning Administrator -Up to £27,000 per annum DOE - Norwich, Norfolk - Full Time, Permanent** Loveday & Partners Ltd is a well-respected firm of Independent Financial Planners, and we pride ourselves on the outstanding level of service provided. We are totally committed to attracting, developing, and retaining people who believe passionately...

A dynamic and growing brokerage is seeking an experienced FP support professional to join their busy team. The successful candidate will work collaboratively with Paraplanners and Chartered advisers, providing administrative support in a fast-paced environment. The role offers two positions available, each with opportunities for career growth and development...

HNW Financial Planning PositionRole Summary:Financial Divisions is seeking a Financial Adviser to manage an existing book of business from a retiring adviser and bring on new clients. This role requires a strong understanding of financial planning and wealth management principles.Key Responsibilities:Develop and implement customized financial plans for high...

My client a successful IFA brokerage have a Financial Administrator role available in Norwich Will suit a current adminstrator or IFA sales support currently working in an IFA brokerage or wealth managment firm or even mortgage brokerage. General Duties: - Setting up and maintaining client files - Ensuring back office systems are kept up to date and...

We are currently seeking an experienced Financial Planning Administrator to join our busy team, providing administrative support to our Paraplanners and Chartered advisers. This role offers an exciting opportunity for career advancement, with a focus on developing skills and expertise in a rapidly evolving industry. Key responsibilities include: Providing...

Financial Division OverviewEstablished for over 15 years, we pride ourselves on providing high-quality advisory services to families and professionals with significant investable assets.Salary and BenefitsThe role offers a competitive salary of £100,000 - £150,000, depending on experience, along with flexible working arrangements and opportunities for...

About James Phillip Financial RecruitmentWe are currently seeking an experienced FP Support to join our team as part of a busy and growing team.The successful candidate will be working alongside Paraplanners and Chartered advisers, supporting them with day-to-day administration tasks.This role includes processing new business applications, chasing...

Job Title: Financial Planning AssociateWe are seeking a highly skilled and organized Financial Planning Associate to join our team at Service Service Employment Agency Limited.About the RoleThis is an exciting opportunity for a motivated individual to work in a dynamic environment, providing administrative support to our financial planning team. The...

**Financial Planning Assistant** **Job Type**: Full Time, Permanent **Location**: Norwich **Working Hours**: Monday - Friday **Salary**: Up to £23,000 per annum plus bonuses and benefits **Benefits**: - **Up to £23,000 per annum** depending on experience, knowledge and transferable skills - We can be **flexible with hours and days**worked - **Private...

**Job Summary**: **Your responsibilities**: - Maintain and update office records and files. - Assist in the preparation of reports, presentations, and other documents. - Conduct data entry and maintain accurate records of financial transactions. - Developing and maintaining strong relationships with clients, colleagues, and third parties. - Ability to...

A Financial Planning Assistant role has become available at Service Service Employment Agency Limited, offering an excellent opportunity to enhance your career in wealth management.This is a full-time vacancy with the possibility of flexible working hours. As a Financial Planning Assistant, you will provide exceptional support to Financial Planners, ensuring...

The role of Financial Administrator at R13 Recruitment involves providing administrative support to the business in Norfolk and Suffolk.This full-time, permanent position is based in Norwich and offers a salary between £25,000 and £28,000 depending on experience.Company Overview: A highly successful organisation provides a range of services to clients,...

At Service Service Employment Agency Limited, we are seeking a highly skilled Financial Planning Assistant to join our team. This role is an excellent opportunity for someone with experience in financial planning and administration to take their career to the next level.The ideal candidate will have a strong understanding of financial products and services,...

Service Service Employment Agency Limited is seeking a Financial Planning Support Specialist to provide hybrid support to the designated Team Leader in client service support and paraplanning support. This role will be based in central Ipswich, offering bespoke advice to both corporate and private clients.Key Responsibilities:Provide day-to-day technical...

Job Title: Administrator for Financial Services">Location: Norwich">About the Role:">We are seeking an experienced Administrator to join our team. The ideal candidate will have a strong background in working within the Financial Services sector and have previously used the back-office system Intelligent Office.">Responsibilities:">The successful candidate...

Looking for a career opportunity that combines finance and administration? Our client, a chartered firm based in Norwich, is seeking a skilled Financial Administrator to join their Suffolk office. With over 50 years of experience in providing advice to clients across Norfolk and beyond, this is an excellent chance to be part of a successful team.About the...

At Service Service Employment Agency Limited, we're seeking a highly skilled Financial Planning Consultant to join our team.About the RoleThe successful candidate will provide hybrid support to our Team Leader in client service and paraplanning, ensuring accurate and timely delivery of services to maintain high-quality client advice and service.This includes...