Financial Planning Administrator
6 days ago
We are seeking a highly organized and detail-oriented Financial Planning Administrator to provide administrative support to our Financial Planner and team members in the financial planning department.
Main Responsibilities- Liaise with clients to arrange and confirm meetings and appointments.
- Manage and maintain client files, both physical and electronic, in a secure and confidential manner.
- Communicate with providers to obtain contract information and documentation.
- Organize and collate contract information into a clear and concise spreadsheet.
- Process investment risk profiling questionnaires and obtain necessary illustrations and quotations.
- Prepare and print documents for client distribution, including application forms and contract information.
- Provide secretarial and reception support as needed, including photocopying, scanning, and filing documents.
- Assist with annual reviews and obtain contract valuations.
- Conduct research on funds and portfolios to provide informed recommendations.
- Keep clients informed of progress and provide updates as necessary.
- Manage tax vouchers and sale and acquisition information.
- Maintain a schedule of dividends and ensure accurate record-keeping.
- Provide administrative support to the Financial Planner and Office Manager as required.
- Submit new business applications and ensure a smooth setup process.
- Prepare cashflow models and conduct product, investment, and market research.
- Confirm shareholdings, produce probate valuations, and transfer ownership/sell shares and other investments as needed.
- Excellent written and oral communication skills.
- Ability to prioritize tasks and meet deadlines in a fast-paced environment.
- Courteous and professional demeanor.
- Highly organized and detail-oriented.
- 25 days holiday plus bank holidays.
- Discretionary bonus scheme.
- Private Healthcare.
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Financial Planning Assistant
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Financial Administrator
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Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role:The successful candidate will be responsible for providing exceptional administrative support to our clients in the financial services industry. This role requires a high level of planning and organisation skills, as well as a professional and pleasant telephone manner.Key Responsibilities:Deliver a true client-centric experience by building...
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Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the Role:The successful candidate will be responsible for providing exceptional administrative support to our clients in the financial services industry. This role requires a high level of planning and organisation skills, as well as a professional and pleasant telephone manner.Key Responsibilities:Deliver a true client-centric experience by building...
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Financial Services Coordinator
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Canterbury, Kent, United Kingdom Pharon Independent Financial Advisers Ltd Full timePharon Independent Financial Advisers Ltd is a leading firm of Independent Financial Advisers with a strong reputation for excellence since its foundation in 1973. We take great pride in the quality of the advice we provide and have a well-designed training program to support new entrants to the Financial Services industry.We cover the costs of training and...
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Paraplanner / Financial Planning Assistant
2 days ago
Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:We are seeking a highly organized and detail-oriented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing suitability reports, drafting templates, and obtaining relevant quotations from providers.Key Responsibilities:Preparation...
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Paraplanner / Financial Planning Assistant
2 days ago
Canterbury, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Summary:We are seeking a highly organized and detail-oriented Paraplanner to join our team at Artemis Recruitment Consultants Ltd. As a Paraplanner, you will play a crucial role in supporting our financial planning team by preparing suitability reports, drafting templates, and obtaining relevant quotations from providers.Key Responsibilities:Preparation...
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Financial Operations Coordinator
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Financial Operations Coordinator
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Administration Coordinator
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Administration Coordinator
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Management Accountant
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Canterbury, Kent, United Kingdom Goldhawk Associates Full timeFinance Administrator - CanterburySalary: Up to GBP26,000Benefits:Excellent career progression opportunitiesComprehensive study packageGoldhawk Associates is seeking a highly organized and detail-oriented Finance Administrator to join their dynamic finance team. This role will support the Finance department by managing daily financial tasks, maintaining...
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Canterbury, Kent, United Kingdom Goldhawk Associates Full timeFinance Administrator - CanterburySalary: Up to GBP26,000Benefits:Excellent career progression opportunitiesComprehensive study packageGoldhawk Associates is seeking a highly organized and detail-oriented Finance Administrator to join their dynamic finance team. This role will support the Finance department by managing daily financial tasks, maintaining...
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Administrative Support Specialist
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Canterbury, Kent, United Kingdom Trapeze Recruitment Services Limited Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to provide administrative support to our Financial Planner and team members in the financial planning department.Main ResponsibilitiesLiaise with clients to arrange and confirm meetings and appointments.Manage and maintain client files, both physical and...
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Financial Operations Coordinator
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Canterbury, Kent, United Kingdom Taylor Hawkes Ltd Full timeJob Description**Job Title:** Accounts Assistant**Company:** Taylor Hawkes LtdWe are seeking a highly organized and detail-oriented Accounts Assistant to join our team. As an Accounts Assistant, you will play a crucial role in ensuring the smooth operation of our financial functions.Key Responsibilities:Financial Reconciliation: Reconcile bank statements to...
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Financial Operations Coordinator
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Canterbury, Kent, United Kingdom Taylor Hawkes Ltd Full timeJob Description**Job Title:** Accounts Assistant**Company:** Taylor Hawkes LtdWe are seeking a highly organized and detail-oriented Accounts Assistant to join our team. As an Accounts Assistant, you will play a crucial role in ensuring the smooth operation of our financial functions.Key Responsibilities:Financial Reconciliation: Reconcile bank statements to...
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