Financial Planning Coordinator
2 weeks ago
We are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.
The Role:- Provide first-class administration support to a team of Financial Advisers and Paraplanners.
- Assist in delivering a positive professional experience for clients.
- Offer highly technical and qualified knowledge and ongoing assistance.
- Administrative tasks to support the Financial Advisers and Paraplanners.
- Manage and maintain accurate records and databases.
- Communicate effectively with clients and internal stakeholders.
- Contribute to the development of business processes and procedures.
- Broad and current knowledge of financial services and financial planning.
- Excellent communication and organizational skills.
- Ability to work in a fast-paced environment.
- Strong attention to detail and accuracy.
We are a specialist recruitment agency in the financial services sector, with a reach of over 100,000 connections. We work with leading financial institutions to find the best talent for their teams.
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Financial Planning Coordinator
5 hours ago
Manchester, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Planning Administrator Salary: £22,000 - £24,000 Location: Manchester A reputable business with a strong presence in the UK is seeking a Financial Planning Administrator to join their Wealth Management team. The successful candidate will be responsible for supporting experienced Advisers and Paraplanners in providing high-quality...
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Financial Advisor
6 months ago
Manchester, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
1 week ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000Recruit UK | Certified B Corp® is working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator. The ideal candidate will provide top-notch administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences. Key responsibilities include: *...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom recruitment22 Full timeThis is a fantastic opportunity to join a leading Financial Advice firm, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within. About the Company Our company provides high-quality Independent Financial Advice to a diverse demographic of clients and has over £1BN...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom recruitment22 Full timeThis is a fantastic opportunity to join a leading Financial Advice firm, work on a hybrid basis and get all the training and development you could want. They also have an excellent track record of promoting from within. About the Company Our company provides high-quality Independent Financial Advice to a diverse demographic of clients and has over £1BN...
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Financial Planning Coordinator
2 hours ago
Manchester, New Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Finance AdministratorWe are seeking an experienced Finance Administrator to join our team in Manchester. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client service.About the Role:This is an excellent opportunity to work...
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Financial Planning Coordinator
19 hours ago
Manchester, New Hampshire, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Finance AdministratorWe are seeking an experienced Finance Administrator to join our team in Manchester. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring they can deliver exceptional client service.About the Role:This is an excellent opportunity to work...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description:Recruit UK | Certified B Corp™ is working with a leading Financial Advice firm in Manchester to fill an IFA Administrator position. The ideal candidate will provide top-notch administrative support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences.Key Responsibilities:Provide...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description:Recruit UK | Certified B Corp™ is working with a leading Financial Advice firm in Manchester to fill an IFA Administrator position. The ideal candidate will provide top-notch administrative support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client experiences.Key Responsibilities:Provide...
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Financial Planning Coordinator
2 weeks ago
manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeIFA Administrator OpportunityWe are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.About the Role:The successful candidate will provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client...
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Financial Planning Coordinator
2 weeks ago
manchester, United Kingdom Recruit UK | Certified B Corp™ Full timeIFA Administrator OpportunityWe are working with a leading Financial Advice firm in Manchester to find an experienced Financial Planning Administrator to join their team.About the Role:The successful candidate will provide first-class administration support to a team of Financial Advisers and Paraplanners, enabling them to deliver exceptional client...
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Ifa Administrator
4 months ago
Manchester, United Kingdom Hilltop Financial Planning Full timeJoin our team at Hilltop Financial Planning and embark on a career in the financial advisory sector. As an IFA Administrator, you will have the opportunity to contribute to our client’s financial well-being while working in a supportive and growth-oriented environment. Hilltop Financial Planning is a modern and forward-thinking financial advisory service...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom Recruit Wealth Ltd Full timeAbout the Role:We are seeking an experienced and accomplished administrator to join our team at Recruit Wealth Ltd. as a Financial Planning Administrator. This is an exciting opportunity to work alongside high-producing Financial Planners and support them in their day-to-day tasks and activities.Key Responsibilities:General IT skills, including proficiency...
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Financial Planning Coordinator
3 weeks ago
Manchester, United Kingdom Recruit Wealth Ltd Full timeAbout the Role:We are seeking an experienced and accomplished administrator to join our team at Recruit Wealth Ltd. as a Financial Planning Administrator. This is an exciting opportunity to work alongside high-producing Financial Planners and support them in their day-to-day tasks and activities.Key Responsibilities:General IT skills, including proficiency...
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Financial Planning Coordinator
7 days ago
Manchester, United Kingdom recruitment22 Full time{"title": "Financial Planning Administrator", "company": "recruitment22", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our financial services team, you will provide administrative support to our financial advisers and paraplanners, ensuring that our...