Financial Planning Administrator

Quilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...

Quilter Financial Planning is seeking an experienced Financial Advisor to provide comprehensive financial advice to high net-worth clients and support investment professionals in cultivating client relationships. Key responsibilities include analyzing financial data, building strong client relationships, and maintaining professionalism in a fast-paced...

Financial Planning Administrator OpportunityWe are seeking a highly motivated and organized Financial Planning Administrator to join our team in Leicester. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Manage client data and input new client information into our...

Financial Planning Administrator OpportunityWe are seeking a highly motivated and organized Financial Planning Administrator to join our team in Leicester. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.Key Responsibilities:Manage client data and input new client information into our...

IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

IFA AdministratorOur client, a leading National Independent Provider of Wealth Management and Pension services, is seeking an experienced IFA Administrator to join their team in Central Leicester. This is a hybrid working opportunity, with a split of 3 days in the office and 2 days working from home.Key Responsibilities:Support a team of Financial Planners...

About NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry.Job SummaryWe are seeking a highly motivated and organized Financial Planning Administrator to join our client, a well-established Independent Financial Advisers in the Leicester area.Key ResponsibilitiesManage new client...

About NJR RecruitmentNJR Recruitment is a leading recruitment agency specializing in placing top talent in the financial services industry.Job SummaryWe are seeking a highly motivated and organized Financial Planning Administrator to join our client, a well-established Independent Financial Advisers in the Leicester area.Key ResponsibilitiesManage new client...

Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...

Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...

Job OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator to join their team.Key ResponsibilitiesAssist in the administration of financial planning services to clients.Provide administrative support to the financial planning team.Manage...

Job OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator to join their team.Key ResponsibilitiesAssist in the administration of financial planning services to clients.Provide administrative support to the financial planning team.Manage...

Job OpportunityAbout the RoleNJR Recruitment is working with a well-established Independent Financial Advisers to find an ambitious and proactive Financial Planning Administrator.Key ResponsibilitiesAssist in the administration of financial planning servicesProvide administrative support to the financial planning teamContribute to the growth and development...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial planning processes.Key...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial planning processes.Key...

Position: Financial Planning AdministratorSalary: £25,000Location: LeicesterAbout Pertemps Bond:At Pertemps Bond, we are dedicated to delivering exceptional financial guidance and personalized services to our clients. Our mission is to foster enduring relationships grounded in trust, integrity, and remarkable outcomes. We are in search of a Financial...

Financial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...

Financial Planning Assistant **About the Role** We are seeking a dedicated and passionate individual to join our team as a Financial Planning Assistant. As an IFA Administrator, you will provide support to the administration team on a range of different client cases. **Key Responsibilities** * Meeting and greeting visitors * Maintaining accurate and...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial services.Key...

Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Leicester. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our financial services.Key...