Financial Planning and Administration Specialist

6 hours ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Heat Recruitment Ltd Full time
Exciting Opportunity for a Financial Planning Administrator

This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful independent Financial Services firm. The firm focuses on providing high-quality financial planning and investment management services to its valued clients, which has helped build a sound reputation over 100 years of combined experience.

Key Benefits
  • Up to £35,000 salary
  • Flexible working arrangements
  • Working from home 2 days a week
  • 28 days plus bank holiday leave
  • Exams paid for
  • Free parking
Requirements
  • Previous experience within an IFA or Financial Planning Practice is essential
  • Experience in using Intelligent Office (IO) is advantageous
  • A strong knowledge of financial products - Pensions and Investments
  • Someone who enjoys building relationships with clients
What's Next?

Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.



  • Leighton Buzzard, Central Bedfordshire, United Kingdom Heat Recruitment Ltd Full time

    Financial Planning Administrator OpportunityThis is an exciting opportunity for an experienced Financial Planning Administrator to join a successful independent Financial Services firm. The firm provides a high-quality financial planning and investment management service to its valued clients, built on over 100 years of combined experience.Key BenefitsUp to...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Heat Recruitment Ltd Full time

    Financial Planning Administrator OpportunityThis is an exciting opportunity for an experienced Financial Planning Administrator to join a successful independent Financial Services firm. The firm provides a high-quality financial planning and investment management service to its valued clients, built on over 100 years of combined experience.Key BenefitsUp to...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    Senior IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of services to our...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    Senior IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of services to our...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    Senior Financial Planning Administrator/Client Services Administrator Role About the Company Cranleigh Personnel is a leading provider of holistic financial planning services, offering a wide range of solutions to private clients, corporate clients, sports professionals, and media clients. Our team of experienced financial advisers and administrators work...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    Senior Financial Planning Administrator/Client Services Administrator Role About the Company Cranleigh Personnel is a leading provider of holistic financial planning services, offering a wide range of solutions to private clients, corporate clients, sports professionals, and media clients. Our team of experienced financial advisers and administrators work...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Cranleigh Personnel Full time

    About the RoleWe are seeking an experienced Senior Financial Planning Administrator to join our Client Servicing team at Cranleigh Personnel. As a key member of our team, you will provide full administrative support and assistance to our Wealth Managers, ensuring that our clients receive an exceptional level of service.Key ResponsibilitiesProcess pension,...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanner and financial adviser, ensuring seamless delivery of services to our clients.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanner and financial adviser, ensuring seamless delivery of services to our clients.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and advisors.Key Responsibilities:Process pension, investment, and protection business...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of work and exceptional client service.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of work and exceptional client service.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    Senior IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of services to our...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    Senior IFA Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. As a key member of our financial planning practice, you will provide technical administrative support to our paraplanners and financial advisers, ensuring seamless delivery of services to our...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, assisting with the processing of pension, investment, and protection business.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, assisting with the processing of pension, investment, and protection business.Key...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. This role offers a unique opportunity to provide technical administrative support to our Financial Adviser and Paraplanner, working in a hybrid environment with 3 days in the office and 2 days from home.Key Responsibilities:Develop and...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Senior IFA Administrator to join our team at Blakemore Recruitment. This role offers a unique opportunity to provide technical administrative support to our Financial Adviser and Paraplanner, working in a hybrid environment with 3 days in the office and 2 days from home.Key Responsibilities:Develop and...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment is seeking a qualified Paraplanner to join a reputable Wealth Management firm. This position is ideal for a Level 4 qualified professional looking to enhance their career in a supportive environment. The role offers a hybrid working model, allowing for flexibility with 2 days working remotely and 3 days in the office. The firm prides...


  • Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full time

    About the Role:We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Reed. As a key member of our team, you will be responsible for providing administrative support to our Senior Financial Planning Administrators, assisting with the processing of pension, investment, and protection business.Key...