Financial Planning Administrator

We are seeking a personable, detail-oriented Financial Services Administrator to join our close-knit team. As a Financial Services Administrator, you will play a critical role in ensuring a seamless experience for our clients throughout their financial planning journey. Your primary responsibilities will include: **Key Responsibilities**: **Client Support**:...

**Financial Planning Administrator - Sale, Greater Manchester - Salary to £28 ,000 plus Bonus and Benefiits (potentially negotiable)** MBF are currently working with a well-established, National firm of Financial Planners who are currently in the market to recruit a Financial planning Administrator to join their growing team in Sale, Geater...

PERSONAL ASSISTANT / FINANCIAL PLANNING ADMINISTRATOR LOCATION: Sale SALARY: Up to £28,000 Our Client is an established firm of Financial Planners based in South Manchester, specialising in Pensions and Investment Advice. A fantastic opportunity is available for an experienced and knowledgeable Personal Assistant / Administrator to join their established...

**Join Our Team as a Financial Planning Administrator**: **Career** Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the stability of a formidable national presence, you are positioned to make a real...

DMD Recruitment are now working on a IFA administrator role for a reputable firm based in South Manchester. **Responsibilities**: To provide administrative support to a number of IFAs - the expectation is that 40% of time will be prioritised and provide mortgage related support directly to the mortgage adviser, the remaining 60% of time providing full...

**Financial Planning Administrator**: **Career** Are you looking for a career rather than just a job? Do you want to be valued for what you do? Do you have experience working in a Wealth Management or Financial planning environment? We pride ourselves on helping our people understand the bigger picture and get involved in a variety of work. Your career is...

The role involves working as a regulated financial adviser, providing unbiased and unrestricted specialist advice, reviewing all clients' needs and objectives, and developing financial plans to help achieve their financial objectives.Job Requirements:Level 4 Diploma in financial planning or equivalent qualificationMinimum 1 year of experience working as a...

**LOCATION** **Sale** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW2404-109197_1712593318** **Business Administrator** **£24,000 - £26,000** **Sale, Trafford** The administration function at this business is recognised as the heartbeat of their success, with that in mind they are looking for their next key hire in...

ADMINISTRATOR - FINANCIAL PLANNING FIRM LOCATION: SALE SALARY: £20,000 + EXCELLENT BENEFITS & CAREER DEVELOPMENT NJR Recruitment are now working in Partnership with a well-respected financial services company whose focus is on helping clients achieve their aims, goals and objectives by providing financial advice delivered in a way that makes them feel...

**LOCATION** **Sale** **SALARY** **£23000 - £23000** **JOB TYPE** **Permanent** **REF** **EW2311-021_1699623376** **Administrator** **£23,000 + Company bonus** **Sale, Trafford** It is almost unheard of to get bonus in an administration role but here it is As an employee owned business, you will earn 15% company bonus on top of your wage every...

**Career** It is hard getting your career started as a graduate. We have an opportunity! This is a 6 month contract, but we have a track record of hiring good people off the back of this programme (especially if you develop data or process skills). As a growing Financial Planning company every year we need people to support us on client admin. We have tried...

A respected financial services group is seeking a skilled Financial Adviser to join their Sale office. This rewarding opportunity offers a salary of £45,000 - £60,000.The ideal candidate will possess a Level 4 Diploma in financial planning and significant experience in client-facing roles. As a valuable member of the team, you will be responsible for...

We are seeking an experienced Financial Services Administrator to join our team at Acsol Ltd, based in Sale, South Manchester. As a key member of our team, you will provide ongoing support to our financial advisers, ensuring the delivery of excellent client services.Key Responsibilities:Communication and Team Working: Collaborate with colleagues to achieve...

Financial Planning and Analysis LeadWe are seeking an experienced Financial Planning and Analysis Lead to join our finance team in the UK. This is a challenging and rewarding role, requiring strong analytical and leadership skills, and a deep understanding of financial planning and analysis.Key Responsibilities:Financial Planning: Develop and implement...

**Administrator (Financial Adviser Support) Role - Part time 21 hours** **Up to £21,000 pro rata** **About us**: Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care...

**LOCATION** **Sale** **SALARY** **£23000 - £23000** **JOB TYPE** **Permanent** **REF** **EW2401-9107_1706108831** **Part Time Administrator** **£23,000 pro rata - 28 hours per week + Benefits** **Sale, Trafford** Sometimes in a part time role you can feel under valued or not appreciated for the work you do, this business is going to show you...

Company OverviewWe are a leading financial services group committed to delivering exceptional client experiences and fostering long-term relationships.

**Job description** Cheetham Jackson is a well-respected financial services company. Our focus is on helping clients achieve their aims, goals and objectives, we do this by providing financial advice delivered in a way that makes them feel heard and taken care of. You will be joining us in an exciting chapter of growth. We want to make a positive impact on...

Our client, a dynamic consultancy business based in Sale, is seeking a Finance Administrator to join their growing finance team. The role will assist with a number of roles and processes within finance; debt ledger processes, monthly project invoicing, purchase ledger and project set up management. The duties will include: - Prepare and maintain financial...

Recruit UK is on the hunt for a committed New Business Administrator for a leading financial services company located in Sale, Greater Manchester. With over a quarter of a century in the industry, this company has set the standard in providing top-tier pension solutions to both domestic and international clients. They stand out for their innovative approach,...