Financial Planning Administrator
5 days ago
Our client, a reputable financial services firm, is seeking a skilled IFA Administrator to join their team. As a key member of the team, you will be responsible for processing new business applications, submitting transaction requests, and maintaining accurate client records. The ideal candidate will have experience in IFA administration, knowledge of provider platforms, and excellent organizational skills. In return, you will enjoy a competitive salary, home working options, and opportunities for career progression. If you are a motivated and detail-oriented individual looking to advance your career in financial services, please submit your application.
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Financial Planning Administrator
12 hours ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across key financial...
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Financial Planning Administrator
14 hours ago
Leeds, Leeds, United Kingdom Taylor James Professional Recruitment Full timeIFA Administrator Job OpportunityWe are seeking an experienced IFA Administrator to join our client's team in Leeds. As a key member of the financial planning team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications and transactions across key financial...
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Financial Planning Administrator
7 days ago
Leeds, Leeds, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...
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Financial Planning Administrator
7 days ago
Leeds, Leeds, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "content": "Role OverviewWe are seeking an experienced Financial Planning Administrator to join our team in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of excellent client outcomes.Key ResponsibilitiesBuild...
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Financial Planning Administrator
6 days ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
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Financial Planning Administrator
6 days ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
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Financial Planning Administrator
6 days ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
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Financial Planning Administrator
6 days ago
Leeds, Leeds, United Kingdom JohnstonGreer Full timeIFA Administrator OpportunityWe are seeking an experienced Administrator to join our team at JohnstonGreer, a leading recruitment agency specializing in Financial Services, Mortgages, and Pension sectors.Key Responsibilities:Process new business and service existing clientsConduct research and maintain complianceLiaise with Providers and update back-office...
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Senior Financial Planning Administrator
2 weeks ago
Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000Job Title: Senior Financial Planning AdministratorJob Summary:We are working with Capio Recruitment to find a Senior Financial Planning Administrator to join their team. The ideal candidate will have experience working with high net worth individuals and will be confident in providing complex financial advice.Key Responsibilities:Provide financial planning...
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Senior Financial Planning Administrator
2 weeks ago
Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000Job Title: Senior Financial Planning AdministratorJob Summary:We are working with Capio Recruitment to find a Senior Financial Planning Administrator to join their team. The ideal candidate will have experience working with high net worth individuals and will be confident in providing complex financial advice.Key Responsibilities:Provide financial planning...
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Financial Planning Administrator
1 week ago
Leeds, Leeds, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This is a hybrid working role that requires you to be in the office 3 days a week.Key ResponsibilitiesWork closely with Financial Planners and Investment Managers to deliver excellent client...
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Financial Planning Administrator
7 days ago
Leeds, Leeds, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our Financial Planning team at Evelyn Partners as a Client Administrator. This is a hybrid working role that requires you to be in the office 3 days a week.Key ResponsibilitiesWork closely with Financial Planners and Investment Managers to deliver excellent client...
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Financial Planning Administrator
1 week ago
Leeds, Leeds, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a Financial Planning Administrator, you will play a crucial role in supporting our Wealth Planners and their clients.Key ResponsibilitiesClient Relationship ManagementBuild and maintain strong relationships with Wealth Planners and their...
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Financial Planning Administrator
1 week ago
Leeds, Leeds, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a Financial Planning Administrator, you will play a crucial role in supporting our Wealth Planners and their clients.Key ResponsibilitiesClient Relationship ManagementBuild and maintain strong relationships with Wealth Planners and their...
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Financial Planning Administrator
2 weeks ago
Leeds, Leeds, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of exceptional client outcomes.Key ResponsibilitiesBuild and maintain strong relationships with our...
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Financial Planning Administrator
2 weeks ago
Leeds, Leeds, United Kingdom mbf. Full timeAbout the RoleWe are seeking an experienced Financial Planning Administrator to join our team at mbf. in Leeds. As a key member of our administration team, you will provide technical support to our Senior Financial Planners and contribute to the delivery of exceptional client outcomes.Key ResponsibilitiesBuild and maintain strong relationships with our...
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Senior Financial Planning Administrator
1 week ago
Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000Job Title: Senior Financial Planning AdministratorJob Summary:We are working with a leading financial services firm in the North West to find a Senior Financial Planner to join their team in Leeds and surrounding areas. The ideal candidate will have experience working with high net worth and ultra-high net worth private clients on complex advice cases,...
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Senior Financial Planning Administrator
7 days ago
Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000Job Title: Senior Financial Planning AdministratorJob Summary:We are working with a leading financial services firm in the North West to find a Senior Financial Planner to join their team in Leeds and surrounding areas. The ideal candidate will have experience working with high net worth and ultra-high net worth private clients on complex advice cases,...
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Financial Planning Assistant
1 day ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...
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Financial Planning Assistant
1 day ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeFinancial Planning AssistantWe are seeking a highly skilled Financial Planning Assistant to join our team at Lime People Search & Select Ltd. The successful candidate will provide administrative and technical support to our Financial Planning Consultants, ensuring a high level of client service at all times.Key Responsibilities:Provide relevant documentation...