Financial Planning Administrator

IFA Administrator / Financial Planning Administrator / Wealth Management / DipPFS / CII / Sales Support / Client Services / Wealth Planning / Business Support / Client Support / Financial Advisers / Advisors / IFA / DipFA **Location -**Market Harborough, UK **Salary -**up to £25,000 dependent on experience **Duration -**Permanent, full time A national...

IFA Administrator / Financial Planning Administrator / Wealth Management / DipPFS / CII / Sales Support / Client Services / Wealth Planning / Business Support / Client Support / Financial Advisers / Advisors / IFA / DipFALocation -Market Harborough, UKSalary -up to £25,000 dependent on experienceDuration -Permanent, full timeA national wealth management...

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our team. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **Key Accountabilities Include** - Client Servicing:...

We are looking for a Financial Services Appointment Booker (Client Delivery Lead) to join our team. This person would ensure all appointments are booked for our clients with their financial planner, including full diary and travel management. **Person Specification** - Must have excellent communication skills and telephone manner - Minimum of one year in a...

**THE ROLE** You’ll play a crucial part in providing administration and basic paraplanning support to our existing Paraplanners and Wealth Managers. With experience working in financial services, you'll be comfortable working in a fast-paced environment, you will be involved in monitoring all aspects of the daily actions required to support the Advisors...

IFA / Financial Advisor / Financial Planner / Chartered / Wealth Manager / Financial Adviser / Wealth Management / DipPFS / CII / Wealth Planning / Financial Advisers / DipFA / LIBF / Financial Advice / Financial Planning **Location -**Market Harborough, UK **Salary -**Uncapped Earnings Potential - £35k-£150k+ OTE **Duration -** self-employed, Permanent -...

This hybrid based IFA Administrator job in Market Harborough is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

This hybrid based IFA Administrator job in Market Harborough is an opportunity to join a respected financial planning firm. You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

This hybrid based IFA Administrator job in Market Harborough is an opportunity to join a respected financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to...

This fully home based, Employee Benefits Administrator job is an opportunity to join a rapidly growing financial planning firm.You will be providing full, comprehensive administration support to their Consultants and Financial Advisors, administering group risk and medical insurances. As an Employee Benefits Administrator, your key responsibilities:Liaising...

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. If your skills, experience, and qualifications...

MCS Group looking for an experienced Client Delivery Lead for our client who are a regional financial planning firm. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met. **The Role** Client Servicing: including...

About The Company Our client is one of the largest privately owned wealth management organisations in the UK. You can expect to be working in a welcoming, friendly and hard-working team that firmly believes in rewarding hard work. The owner of the business is a leading influencer in his field, currently operating 3 billion under management right now. The...

Job Advert Job Title - Senior Employee Benefits Administrator Location - Leicester LE16 7JT (office or hybrid working). Salary - £35,000 - 42,000 + competitive benefits package Duration - Permanent / Full Time Sector - Financial Services (Employee Benefits) Our client is an award-winning Employee Benefits team based in Market Harborough. They work in...

Wealth Manager - Market Harborough, UK - Up to £100,000 per annumWe working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working...

Wealth Manager - Market Harborough, UK - Up to £100,000 per annumWe working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working...

We are looking for an experienced Financial Services Administrator (Client Delivery Lead) to join our client. This person would ensure all administration for life, pensions and investments submitted business is effectively managed to completion/issue in a timely manner, and that all service levels are met.If your skills, experience, and qualifications match...

Wealth Manager - Market Harborough, UK - Up to £100,000 per annum.We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working...

Wealth Manager - Market Harborough, UK - Up to £100,000 per annum.We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice and manage client portfolios, focusing on long-term growth and wealth preservation. This role involves working...

Wealth Manager - Market Harborough, UK - Up to £100,000 per annum.Take the next step in your career now, scroll down to read the full role description and make your application.We working alongside a firm seeking an experienced Wealth Manager to join their prestigious firm in Market Harborough. The successful candidate will provide bespoke financial advice...