Financial Planning Administrator
4 weeks ago
We are seeking an experienced Financial Planning Administrator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of two years of experience working in a financial planning services administration role, with strong IT skills and excellent attention to detail.
Key Responsibilities:- Provide administrative support to financial planners, including data analysis and maintenance of client records.
- Develop and maintain strong relationships with clients and internal stakeholders.
- Contribute to the development of business processes and procedures to improve efficiency and effectiveness.
- Collaborate with the team to achieve business objectives and goals.
- Minimum of two years of experience working in a financial planning services administration role.
- Strong IT skills, including experience with Excel and other financial planning software.
- Excellent attention to detail and analytical skills.
- Good communication and interpersonal skills.
- Able to work under pressure and with minimal supervision.
This is an excellent opportunity to develop your career with a progressive employer who values career progression and employee development.
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Financial Planning Associate
4 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a Financial Planning Associate, you will play a vital role in supporting our financial planners and providing exceptional client service.Key Responsibilities:Manage the full client review...
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Financial Planning Associate
4 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a Financial Planning Associate, you will play a vital role in supporting our financial planners and providing exceptional client service.Key Responsibilities:Manage the full client review...
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Financial Planning Associate
4 weeks ago
City of London, Greater London, United Kingdom Elmstone Financial Planning Full timeJoin Elmstone Financial Planning as a Wealth AdministratorLocation - Remote or City of LondonSalary - £16,800 - £30,000 based on experience / days worked. This is a role for 3 days a week but potential for full time role for the right candidate.Are you an enthusiastic Wealth Administrator eager for your next role? Could you fulfill a vital support function...
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Financial Planning Associate
4 weeks ago
City of London, Greater London, United Kingdom Elmstone Financial Planning Full timeJoin Elmstone Financial Planning as a Wealth AdministratorLocation - Remote or City of LondonSalary - £16,800 - £30,000 based on experience / days worked. This is a role for 3 days a week but potential for full time role for the right candidate.Are you an enthusiastic Wealth Administrator eager for your next role? Could you fulfill a vital support function...
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Financial Planning Associate
3 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...
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Financial Planning Associate
3 weeks ago
London, Greater London, United Kingdom Elmstone Financial Planning Full timeJob Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...
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Financial Planning Specialist
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Planning Specialist
2 months ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...
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Financial Administrator
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...
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Financial Planning Coordinator
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...
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Financial Planning Coordinator
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...
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Financial Services Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout Hays Financial GroupHays Financial Group is a leading business that offers a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.Job SummaryWe are seeking a skilled Mortgage & Protection Adviser to join our team on an employed or self-employed basis. The ideal candidate...
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Financial Services Professional
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout Hays Financial GroupHays Financial Group is a leading business that offers a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.Job SummaryWe are seeking a skilled Mortgage & Protection Adviser to join our team on an employed or self-employed basis. The ideal candidate...
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Financial Administrator
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...
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Financial Administrator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...
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Financial Planning Coordinator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...
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Financial Planning Coordinator
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...