Financial Planning Assistant
1 month ago
We are seeking an experienced IFA Administrator to join our team at Recruit UK. As an IFA Administrator, you will provide essential administrative support to financial advisers, ensuring smooth operations within the firm.
Key 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
- 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
- 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
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Financial Planning Assistant
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Financial Planning Assistant
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Financial Planning Assistant
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAre 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...
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Financial Planning Assistant
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at a leading Chartered financial planning practice in Somerset. As a Paraplanner, you will play a crucial role in supporting the delivery of exceptional client service and contributing to the growth of our business.Key Responsibilities:Prepare and follow up client projects,...
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Financial Planning Assistant
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at a leading Chartered financial planning practice in Somerset. As a Paraplanner, you will play a crucial role in supporting the delivery of exceptional client service and contributing to the growth of our business.Key Responsibilities:Prepare and follow up client projects,...
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Financial Planning Assistant
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at a leading Chartered financial planning practice in Somerset. As a Paraplanner, you will play a crucial role in preparing and following up on client projects, delivering exceptional aftercare, and contributing to the growth of our client base.Key Responsibilities:Prepare...
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Financial Planning Assistant
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeParaplanner Job OpportunityWe are seeking a skilled Paraplanner to join our team at a leading Chartered financial planning practice in Somerset. As a Paraplanner, you will play a crucial role in preparing and following up on client projects, delivering exceptional aftercare, and contributing to the growth of our client base.Key Responsibilities:Prepare...
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Wealth Planning Administrator
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Wealth Planning Administrator
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Wealth Planning Administrator
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Wealth Planning Administrator
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Wealth Planning Administrator Position
4 days ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full time £26,000 - £35,000Wealth 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...
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Trainee Paraplanner
2 months ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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...
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Trainee Paraplanner
2 months ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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...
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Care Assistant
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...
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Care Assistant
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...
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Care Assistant
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...
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Care Assistant
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...
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Care Assistant
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...
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Care Assistant
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Brunelcare Full timeAre you looking for a rewarding career in care? Do you want to make a positive impact on people's lives? We have an exciting opportunity for a Care Assistant to join our team at Brunelcare.About the RoleProvide person-centred care to our customers in their own homes, helping with daily tasks such as washing, dressing, and food preparation.Administer...