Financial Planning Administrator
7 hours ago
We 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 clients
- Conduct research and maintain compliance
- Liaise with Providers and update back-office database
The ideal candidate will have a proven track record in Financial Planning administration, with excellent organizational and time management skills. As a part-time Administrator, you will work from home and enjoy full flexibility, operating across Pensions and Investments.
JohnstonGreer offers a competitive salary of £24,000 to £29,000 FTE, plus benefits. If you are a motivated and detail-oriented individual looking for a challenging role, please apply.
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Financial Planning Administrator
20 hours 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
23 hours 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
8 hours 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
7 hours 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
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 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
5 days 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
2 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
2 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
4 days 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
4 days 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
6 days 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
6 days 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
2 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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Senior Financial Planning Administrator
2 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
3 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our Financial Advisors, ensuring the smooth operation of our financial planning services.Key Responsibilities:Assist Financial Advisors in...
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Financial Planning Assistant
3 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our Financial Advisors, ensuring the smooth operation of our financial planning services.Key Responsibilities:Assist Financial Advisors in...
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Financial Planning Assistant
5 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our financial planning services.Key ResponsibilitiesAssist financial advisors in...
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Financial Planning Assistant
5 days ago
Leeds, Leeds, United Kingdom Burgh Recruitment Limited Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our team at Burgh Recruitment Limited. As a key member of our team, you will provide administrative support to our financial advisors, ensuring the smooth operation of our financial planning services.Key ResponsibilitiesAssist financial advisors in...
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Financial Planning and Analysis Manager
6 hours ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeKey ResponsibilitiesThe FP&A Accountant role is a critical member of the Group FP&A team, reporting directly to the Group FP&A Director. Your primary responsibility will be to support the Group FP&A team in providing numerical, commercial insight, and analysis of key business drivers, as well as contributing to group-wide planning processes.Accountabilities...
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Financial Planning and Analysis Manager
4 hours ago
Leeds, Leeds, United Kingdom Lowell Financial Ltd Full timeKey ResponsibilitiesThe FP&A Accountant role is a critical member of the Group FP&A team, reporting directly to the Group FP&A Director. Your primary responsibility will be to support the Group FP&A team in providing numerical, commercial insight, and analysis of key business drivers, as well as contributing to group-wide planning processes.Accountabilities...