Financial Planning Administrator
3 days ago
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
They are technologically forward-thinking, and have a strong history of promoting within.
Key Benefits:- Transparent team bonus scheme
- Exam support with bonuses
- After your 6 month probation, hybrid working is available
- Free onsite car parking
- Charity day
- Wonderful work environment
- Staff gym
- Access to electric car charging
- Pension (Salary Exchange)
- Valuable Life Assurance for your loved ones
- Private medical insurance
- Optional health screening
- Previous experience in a Financial Services Administration role
- Excellent communication, interpersonal and organisational skills
- Experience using IT Systems and Software including platform/provider websites and portals
If you have the skills and experience required, please apply today. One of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client.
-
Financial Planning Administrator
6 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As a key member of the paraplanners and administrators, you will provide high-quality administrative support to deliver exceptional client service.Key Responsibilities:Support paraplanners and financial planners with...
-
Financial Planning Administrator
6 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As a key member of the paraplanners and administrators, you will provide high-quality administrative support to deliver exceptional client service.Key Responsibilities:Support paraplanners and financial planners with...
-
IFA Administrator
3 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: IFA Administrator Salary: £25,000 - £30,000 Location: Milton Keynes A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection,...
-
IFA Administrator
3 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: IFA Administrator Salary: £25,000 - £30,000 Location: Milton Keynes A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises on Pensions, Investments, Protection,...
-
Financial Planning Assistant
4 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...
-
Financial Planning Assistant
4 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...
-
Financial Planning Assistant
19 hours ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: IFA Administrator Job Summary: We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will play a crucial role in supporting our financial planners and paraplanners with administrative duties, ensuring the smooth operation of our financial...
-
Financial Planning Assistant
2 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: IFA Administrator Job Summary: We are seeking a highly organized and detail-oriented IFA Administrator to join our team at Capio Recruitment Financial Planning. As an IFA Administrator, you will play a crucial role in supporting our financial planners and paraplanners with administrative duties, ensuring the smooth operation of our financial...
-
Financial Planning Assistant
7 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...
-
Financial Planning Assistant
7 days ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator Job OpportunityCapio Recruitment Financial Planning is seeking a skilled IFA Administrator to join their team in Milton Keynes. As an IFA Administrator, you will play a vital role in supporting the firm's paraplanners and financial planners with administrative duties, ensuring a high-quality service to clients.Key Responsibilities:Process...
-
Financial Planning Assistant
2 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our financial planning team, you will play a vital role in supporting our paraplanners and financial planners with administrative duties.Key Responsibilities:Process new business and illustrationsLiaise...
-
Financial Planning Assistant
2 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Capio Recruitment Financial Planning Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our financial planning team, you will play a vital role in supporting our paraplanners and financial planners with administrative duties.Key Responsibilities:Process new business and illustrationsLiaise...
-
Financial Administrator
3 months ago
Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Financial Administrator
3 months ago
Milton Keynes, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Experienced Financial Administrator
3 days ago
Milton Keynes, Milton Keynes, United Kingdom ASC Financial Solutions Full timeJob OverviewWe are seeking a detail-oriented and motivated individual to support our advisory team in a Trainee Financial Administrator position.The ideal candidate will have an interest in financial planning, exceptional organisational skills, and the ability to communicate effectively.Key ResponsibilitiesProficient in Microsoft OfficeSupport the advisory...
-
Experienced Financial Administrator
3 days ago
Milton Keynes, Milton Keynes, United Kingdom ASC Financial Solutions Full timeJob OverviewWe are seeking a detail-oriented and motivated individual to support our advisory team in a Trainee Financial Administrator position.The ideal candidate will have an interest in financial planning, exceptional organisational skills, and the ability to communicate effectively.Key ResponsibilitiesProficient in Microsoft OfficeSupport the advisory...
-
Financial Planning Administrator
2 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Full timeJob Opportunity: Financial Planning AdministratorWe are supporting a leading and successful financial services company that is looking to bring on an experienced Financial Planning Administrator to provide client-facing, administrative support within the business.This company prides itself on a strong values-focused work culture that encourages training and...
-
Financial Planning Administrator
2 weeks ago
Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Full timeJob Opportunity: Financial Planning AdministratorWe are supporting a leading and successful financial services company that is looking to bring on an experienced Financial Planning Administrator to provide client-facing, administrative support within the business.This company prides itself on a strong values-focused work culture that encourages training and...
-
Experienced Financial Administrator
5 days ago
Milton Keynes, Milton Keynes, United Kingdom ASC Financial Solutions Full timeJob OverviewWe are seeking a detail-oriented and motivated Trainee Financial Administrator to support our advisory team in a dynamic and collaborative environment at ASC Financial Solutions. The ideal candidate will have a strong interest in financial planning, exceptional organisational skills, and the ability to communicate effectively with colleagues and...
-
Experienced Financial Administrator
5 days ago
Milton Keynes, Milton Keynes, United Kingdom ASC Financial Solutions Full timeJob OverviewWe are seeking a detail-oriented and motivated Trainee Financial Administrator to support our advisory team in a dynamic and collaborative environment at ASC Financial Solutions. The ideal candidate will have a strong interest in financial planning, exceptional organisational skills, and the ability to communicate effectively with colleagues and...