Current jobs related to Financial Planning Coordinator - BurnhamonSea, Somerset - Recruit UK | Certified B Corp™

  • Financial Planning Assistant

    3 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    Are you a paraplanner looking for a new challenge? Our client, a well-established Chartered Financial Planning firm, is seeking a talented individual to join their team. With a reputation built over 50 years, they prioritize work-life balance and offer flexible hybrid working arrangements. As a paraplanner, you'll have the opportunity to work on various...

  • Financial Planning Assistant

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a well-established Chartered Financial Planning firm that has built a reputation over the last 50 years through referrals. Their success is rooted in a strong belief in work-life balance, offering flexible hybrid working arrangements and a company culture that values continuous growth and...

  • Financial Planning Assistant

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a well-established Chartered Financial Planning firm that has built a reputation over the last 50 years through referrals. Their success is rooted in a strong belief in work-life balance, offering flexible hybrid working arrangements and a company culture that values continuous growth and...

  • Wealth Planning Administrator

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals.This family-like atmosphere offers a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance...

  • Wealth Planning Administrator

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals.This family-like atmosphere offers a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance...

  • Wealth Planning Administrator

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals.This family-like atmosphere offers a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance...

  • Wealth Planning Administrator

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is proud to partner with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals.This family-like atmosphere offers a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance...

  • Wealth Planning Administrator Position

    2 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time £26,000 - £35,000

    Wealth Planning Administrator Job OpportunityAbout Our ClientCranleigh Personnel is working with a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. This company offers a supportive, inclusive culture where each team member is valued.Job Role and ResponsibilitiesSupporting...

  • Trainee Paraplanner

    2 months ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity:Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the...

  • Trainee Paraplanner

    2 months ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity:Recruit UK is seeking an experienced Administrator to join a leading Chartered financial planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:Provide administrative support to financial advisers, ensuring smooth operations within the...

  • Care Activities Coordinator

    3 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Hartford Care Full time

    Job Summary: We are seeking a Care Activities Coordinator to join our team at Hartford Care. As a key member of our team, you will be responsible for providing stimulating and meaningful activities for our residents, promoting their quality of life and dignity.Key Responsibilities:Plan and deliver a range of physical, social, emotional, and psychological...

  • Paraplanning Professional

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is a well-established recruitment agency with a strong reputation for finding top talent for our clients.We are currently working with a leading Chartered Financial Planning firm that is seeking a skilled Paraplanner to join their team.Job SummaryWe are looking for a highly motivated and experienced Paraplanner to provide...

  • Paraplanning Professional

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About Our ClientCranleigh Personnel is a well-established recruitment agency with a strong reputation for finding top talent for our clients.We are currently working with a leading Chartered Financial Planning firm that is seeking a skilled Paraplanner to join their team.Job SummaryWe are looking for a highly motivated and experienced Paraplanner to provide...

  • Activities Director

    1 month ago

    Burnham-on-Sea, Somerset, United Kingdom Hartford Care Full time

    Job Title: Activities CoordinatorJob Type: Part-Time, 24 hours per week with a flexible working pattern weekdays and weekends.About the Role: We are seeking a motivated and caring Activities Coordinator to join our team at Hartford Care. As an Activities Coordinator, you will be responsible for providing stimulating and meaningful activities for our...

  • Activities Director

    1 month ago

    Burnham-on-Sea, Somerset, United Kingdom Hartford Care Full time

    Job Title: Activities CoordinatorJob Type: Part-Time, 24 hours per week with a flexible working pattern weekdays and weekends.About the Role: We are seeking a motivated and caring Activities Coordinator to join our team at Hartford Care. As an Activities Coordinator, you will be responsible for providing stimulating and meaningful activities for our...

  • Paraplanning Professional

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanning Professional, you will play a crucial role in supporting our advisers with technical cases and administrative tasks.Key ResponsibilitiesProvide high-quality paraplanning services across various platforms, including Intelliflo.Support the development...

  • Paraplanning Professional

    4 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time

    About the RoleWe are seeking a skilled Paraplanner to join our team at Cranleigh Personnel. As a Paraplanning Professional, you will play a crucial role in supporting our advisers with technical cases and administrative tasks.Key ResponsibilitiesProvide high-quality paraplanning services across various platforms, including Intelliflo.Support the development...

  • Paraplanning Trainee

    1 month ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity:Recruit UK is seeking an experienced Administrator to join an Independent Financial Planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:As a key member of the team, you will provide essential administrative support to financial advisers,...

  • Paraplanning Trainee

    1 month ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Opportunity:Recruit UK is seeking an experienced Administrator to join an Independent Financial Planning practice in Burnham-on-Sea. This role offers a chance to progress your career and develop your knowledge in Paraplanning duties.About the Role:As a key member of the team, you will provide essential administrative support to financial advisers,...

  • Paraplanning Trainee

    3 weeks ago

    Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full time

    Job Title: Trainee ParaplannerJob Summary:We are seeking an experienced Administrator to join our team as a Trainee Paraplanner. The successful candidate will provide administrative support to our financial advisers, ensuring smooth operations within the firm, while also developing their knowledge around Paraplanning duties.Key Responsibilities:Preparation...

Financial Planning Coordinator

2 months ago

BurnhamonSea, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time
{"h1": "IFA Administrator Opportunity", "p": "At Recruit UK | Certified B Corp", we are seeking an experienced IFA Administrator to join our team in Burnham-on-Sea. As a key member of our financial planning practice, you will provide essential administrative support to our financial advisers, ensuring smooth operations within the firm.

Responsibilities:

* Prepare client packs and issue appointment emails/letters
* Manage client data, update records, and maintain compliance documentation
* Liaise with clients and third parties to gather necessary information
* Process new business applications and manage the workflow
* Support advisers with diary management, meeting arrangements, and preparation of client-facing documents
* Optimise back-office systems and maintain compliance standards

Benefits:

* Competitive salary
* Support environment for career progression & qualifications within work hours
* Hybrid working and carpool options for people travelling from Bristol
* Opportunity to progress within the company to Paraplanning and Advice
* Generous benefits including PMI, pension, and support
* Chartered and Top Rated firm

Requirements:

* Previous experience in a financial planning or IFA environment
* Excellent IT, communication, and organisational skills
* Proficient in using financial advice software
* Strong attention to detail and a proactive approach

If you are a motivated and organised professional looking for a new challenge, please reach out to us today.

Industry: Financial Services
Location: Burnham-on-Sea
Salary: £27-32k (open to negotiation)
"}