Financial Planning Administrator
4 days ago
Capio Recruitment is working with a highly respected financial planning firm to find a skilled Financial Planning Administrator to join their expanding team in Nottingham.
The firm prides itself on its exceptional service to clients, specializing in providing financial advice to high-net-worth individuals and their employees.
As a Financial Planning Administrator, you will be responsible for providing administrative support to the Financial Advisers and Paraplanners, including processing new business, producing valuations, and updating platforms.
You will also be involved in day-to-day communication with clients, ensuring a seamless experience for them.
The firm offers a comprehensive training structure and exam support to help you develop your skills and progress in your career.
With a focus on growing and developing talent, the company provides a family-friendly environment with regular social events.
Key benefits include a competitive salary, flexible working arrangements, and an attractive benefits package.
To be successful in this role, you will need experience in a financial services firm, a good understanding of back-office systems, and excellent communication skills.
If you are an ambitious individual looking to develop your financial planning career, please contact one of our Financial Planning team specialists at Capio Recruitment to discuss this opportunity further.
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob DescriptionWe are seeking two experienced Financial Planning Specialists to join our team at Quilter Financial Planning. As a leading provider of financial planning services, we are committed to delivering exceptional advice and guidance to our clients.Key Responsibilities:Provide expert financial planning advice to clients, including investment,...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About Quilter Financial PlanningQuilter Financial Planning is a leading financial planning business that provides purpose-led financial planning services to its clients. Our business is built on a strong foundation of values, including doing the right thing, being totally dedicated, always improving, and enjoying the journey.Job SummaryWe are seeking a...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needsProvide expert advice on investment and...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a Financial Planning Specialist, you will play a key role in helping our clients achieve their financial goals.Key ResponsibilitiesDevelop and implement comprehensive financial plans to meet clients' needsProvide expert advice on investment and...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled and motivated Financial Planning Specialist to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial planning advice to our clients, helping them achieve their long-term goals and aspirations.Key ResponsibilitiesDevelop and maintain strong...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...
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Financial Planning Specialist
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking two experienced professionals to fill the role of Financial Adviser with Quilter Financial Planning.The successful candidates will have the opportunity to work with a dynamic team and contribute to the growth of our business.Key Responsibilities:Provide expert financial advice to clientsDevelop and implement personalized...
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Financial Planning Specialist
1 week ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking two experienced professionals to fill the role of Financial Adviser with Quilter Financial Planning.The successful candidates will have the opportunity to work with a dynamic team and contribute to the growth of our business.Key Responsibilities:Provide expert financial advice to clientsDevelop and implement personalized...
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Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Sapphire Financial Planning Ltd Full timeAbout Sapphire Financial Planning LtdWe are a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients.Job SummaryWe are seeking a highly skilled and motivated Financial Planning Specialist to join our dynamic team on a full-time basis. The successful candidate will play a...
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Financial Planning Specialist
3 weeks ago
London, Greater London, United Kingdom Sapphire Financial Planning Ltd Full timeAbout Sapphire Financial Planning LtdWe are a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients.Job SummaryWe are seeking a highly skilled and motivated Financial Planning Specialist to join our dynamic team on a full-time basis. The successful candidate will play a...
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Financial Planning Assistant
2 weeks ago
London, Greater London, United Kingdom Sapphire Financial Planning Ltd Full timeAbout UsSapphire Financial Planning Ltd is a well-established financial services firm dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role OverviewWe are seeking a highly skilled and motivated Financial Planning Assistant to join our...
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Financial Planning Assistant
2 weeks ago
London, Greater London, United Kingdom Sapphire Financial Planning Ltd Full timeAbout UsSapphire Financial Planning Ltd is a well-established financial services firm dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role OverviewWe are seeking a highly skilled and motivated Financial Planning Assistant to join our...
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Financial Administrator
7 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting and sending letters of authority (LOAs) and letters of variation...
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Financial Administrator
7 days ago
London, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking an experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Advisers in the Sutton office with end-to-end administration.Key Responsibilities:Drafting and sending letters of authority (LOAs) and letters of variation...
