Financial Planning Administrator
3 weeks ago
We are seeking an experienced Financial Planning Administrator to join our team at North Oak Recruitment. The ideal candidate will have a minimum of two years' experience in administration within a financial planning company.
Key Responsibilities
• Processing authority letters and gathering financial data for new clients and annual reviews
• Preparing application forms and client documentation
• Maintaining accurate records and ensuring compliance with regulatory requirements
Requirements
• Proven experience in administration within a financial planning company
• Strong understanding of financial transactions, including investments, insurance policies, sales, fund switches, and withdrawals
• Excellent communication and organizational skills
• Ability to work accurately and efficiently in a fast-paced environment
What We Offer
• Competitive salary and benefits package
• Opportunity to work with a reputable and award-winning company
• Collaborative and supportive team environment
How to Apply
Interested candidates should submit their application, including a cover letter and CV, to North Oak Recruitment.
-
Senior Construction Contract Administrator
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Hunter Mason Consulting Ltd Full timeJob Title: Senior Construction Contract AdministratorJob Summary:We are seeking a highly skilled Senior Construction Contract Administrator to join our team at Hunter Mason Consulting Ltd. As a Senior Construction Contract Administrator, you will be responsible for administering construction contracts, including tendering, reviews, negotiations, and ensuring...
-
Senior Financial Professional
3 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Talent Finder Full timeJob DescriptionWe are seeking a highly skilled Qualified Practice Accountant to join our team at Talent Finder in Nottingham. This is a full-time position with a salary range of £30,000 - £45,000 per annum, dependent on experience.The ideal candidate will be ACA/ACCA qualified or have equivalent experience. As a member of our team, you will have the...
-
Business Support Associate
1 week ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAt Experian, we are looking for a highly skilled Business Support Associate to join our team. As a key member of our administrative team, you will provide exceptional support to our executives and ensure the smooth operation of our office.Responsibilities include:Providing administrative support to our executives, including scheduling meetings and travel...
-
Ecology Manager Position
3 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Carrington West Full timeCarrington West is pleased to offer a unique opportunity for an Ecology Manager to join their team. As a key member of the Environmental Consultancy, the successful candidate will lead a multidisciplinary team in delivering environmental, ecological, landscape planning, and associated professional services to internal and external clients.Key...
-
Ecology Team Lead
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Carrington West Full timeJob Title: Ecology ManagerCarrington West is seeking an experienced Ecology Manager to join our team. As a key member of our environmental consultancy, you will lead a multidisciplinary team in delivering environmental, ecological, landscape planning, and associated professional services to internal and external clients.Key Responsibilities:Manage available...
-
Ecology Team Lead
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Carrington West Full timeJob Title: Ecology ManagerCarrington West is seeking an experienced Ecology Manager to join our team. As a key member of our environmental consultancy, you will lead a multidisciplinary team in delivering environmental, ecological, landscape planning, and associated professional services to internal and external clients.Key Responsibilities:Manage available...
-
Agile Development Product Owner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom First Advantage Full timeWe are seeking a skilled Junior Product Owner to join our team at First Advantage. As a key liaison between stakeholders and development teams, you will play a crucial part in bridging the gap between business objectives and technical solutions.Key Responsibilities:Closely cooperate with the scrum development team and product team to understand business...
-
Ecology Manager
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Carrington West Full timeCarrington West is seeking an experienced Ecology Manager to join their team. As an Ecology Manager, you will be responsible for leading a multidisciplinary team in the delivery of environmental, ecological, landscape planning, and associated professional services to internal and external clients.Key Responsibilities:Manage available resources and capacity...
-
Product Owner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom First Advantage Full timeJoin First Advantage as a Junior Product OwnerWe are seeking a motivated and detail-oriented Junior Product Owner to join our team in Nottingham, UK. As a key liaison between stakeholders and development teams, you will play a crucial part in bridging the gap between business objectives and technical solutions.Key Responsibilities:Closely cooperate with the...
-
Product Owner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom First Advantage Full timeJoin First Advantage as a Junior Product OwnerWe are seeking a motivated and detail-oriented Junior Product Owner to join our team in Nottingham, UK. As a key liaison between stakeholders and development teams, you will play a crucial part in bridging the gap between business objectives and technical solutions.Key Responsibilities:Closely cooperate with the...
-
Branch Manager
3 weeks ago
West Bridgford, Nottinghamshire, United Kingdom TheNottingham Full timeWe are seeking a highly motivated and experienced Branch Manager to join our West Bridgford location. As a key member of our Branch Network, you will be responsible for leading and developing a high-performing team, driving customer engagement and growth, and contributing to our future-focused branch strategy.Key Responsibilities:Lead, develop, and support...
-
Mergers and Acquisitions Business Partner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAbout ExperianExperian is a global data and technology company that powers opportunities for people and businesses worldwide. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market using our unique combination of data, analytics, and software.We...
-
Mergers and Acquisitions Business Partner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAbout ExperianExperian is a global data and technology company that powers opportunities for people and businesses worldwide. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market using our unique combination of data, analytics, and software.We...
-
Senior Compliance Advisor
1 month ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAbout ExperianExperian is a global data and technology company that powers opportunities for people and businesses worldwide. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market using our unique combination of data, analytics, and software.We...
-
Mergers and Acquisitions Business Partner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAbout ExperianExperian is a global data and technology company that powers opportunities for people and businesses worldwide. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market using our unique combination of data, analytics, and software.We...
-
Mergers and Acquisitions Business Partner
4 weeks ago
West Bridgford, Nottinghamshire, United Kingdom Experian Full timeAbout ExperianExperian is a global data and technology company that powers opportunities for people and businesses worldwide. We help redefine lending practices, uncover and prevent fraud, simplify healthcare, create marketing solutions, and gain deeper insights into the automotive market using our unique combination of data, analytics, and software.We...
-
Veterinary Clinical Leader
2 weeks ago
East Bridgford, Nottinghamshire, United Kingdom CVS Group Plc Full timeClinical Director Opportunity with CVS Group Plc At CVS Group Plc, we are seeking an experienced and dynamic Clinical Director to lead our Buttercross Veterinary Centre team. As a Clinical Director, you will have the opportunity to work with our amazing team of veterinarians and support staff to deliver high-quality patient care and lead the clinical...
-
Financial Planning Administrator
4 weeks ago
West Bridgford, United Kingdom North Oak Recruitment Full timeAbout the RoleWe are seeking an experienced IFA Administrator to join our team at North Oak Recruitment. The successful candidate will have a strong background in administration, with a focus on financial planning and services.Key ResponsibilitiesProcess authority letters and gather financial data for new clients and annual reviews.Prepare application forms...
-
Client Servicing Administrator
5 months ago
West Bridgford, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Client Servicing Administrator** **Location**:West Bridgford, NG2 **Salary**: Up to £28,000 (depending on experience) with excellent benefits and profit-sharing bonus **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen for a professional Client Servicing Administrator to work...
-
Senior Financial Services Administrator
2 months ago
West Bridgford, United Kingdom CV-Library Full timeSenior Financial Services Administrator Nottinghamshire (our Ref AL1318) Salary £28,500 - £32,000 dep on exp + full benefits package and hybrid working after probation period My client is an award-winning IFA and they now have an exciting opportunity for an individual with 4 years + experience within a wealth management organisation to join...
-
Senior Financial Planning Administrator
2 months ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeSenior Administrator to IFA TeamWe are seeking a highly organized and detail-oriented Senior Administrator to join our team of Financial Planners at IDEX Consulting.The ideal candidate will have a background in Financial Planning or IFA Administration and be able to work closely with our advisers and clients to deliver exceptional service.Key...
-
Senior Financial Planning Administrator
2 months ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeSenior Administrator to IFA TeamWe are seeking a highly organized and detail-oriented Senior Administrator to join our team of Financial Planners at IDEX Consulting.The ideal candidate will have a background in Financial Planning or IFA Administration and be able to work closely with our advisers and clients to deliver exceptional service.Key...
-
Financial Services Administrator
1 month ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and...
-
Financial Services Administrator
4 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJunior Paraplanner Job DescriptionWe are seeking a highly motivated and organized Junior Paraplanner to join our team at Burgh Recruitment Ltd (Financial Services). As a Junior Paraplanner, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key Responsibilities:Collate client information and...
-
Financial Services Administrator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole OverviewWe are seeking a highly motivated and organized individual to join our team as a Junior Paraplanner. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and assisting with the preparation of client reports and suitability letters.Key ResponsibilitiesCollate client information and...
-
Financial Services Administrator
3 weeks ago
West Malling, Kent, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeRole OverviewWe are seeking a highly organized and detail-oriented individual to join our team as a Junior Paraplanner. As a key member of our financial services team, you will be responsible for providing administrative support to our clients and colleagues.Key ResponsibilitiesCollate client information and product research to prepare suitability letters,...
-
Senior Financial Planning Administrator
4 weeks ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeRole OverviewWe are seeking a highly organized and detail-oriented Senior Administrator to join our team at IDEX Consulting.About the RoleThe successful candidate will be responsible for arranging meetings for a team of Financial Planners, working closely with advisers and clients to deliver the proposition, processing new business, generating illustrations...
-
Protection Specialist
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob Description:Quilter Financial Planning, an award-winning member of the Quilter Financial Planning network, offers a unique opportunity for a Protection Adviser to work on a self-employed basis. This role involves providing high-quality protection advice to clients, fact-finding to establish their current finances, needs, and future aspirations, and...
-
Protection Specialist
3 months ago
West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
-
Protection Specialist
2 weeks ago
West Midlands, United Kingdom Quilter Financial Planning Full timeJob Description Four Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family...
-
Protection Specialist
3 months ago
West Midlands, UK, UK, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
-
Administrator
5 months ago
West Bridgford, United Kingdom Whitehead Recruitment Ltd Full timeOur client is looking to grow their team with the appointment of an experienced PFX Administrator. The are one of the fastest growing and exciting businesses in the UK right now. Having doubled in size in recent years to over 1,000 dedicated Fire & Security specialists across the UK, they attract the best talent in the market by offering fantastic career...
-
Financial Planning Specialist
4 weeks ago
West Midlands Combined Authority, United Kingdom fish4.co - Jobboard Full time{"title": "Financial Planning Administrator", "description": "Role OverviewAFH Wealth Management is a leading independent financial advisory and wealth management firm seeking a skilled Financial Planning Administrator to join our team.This is a full-time, permanent opportunity with a competitive salary and range of benefits.Key ResponsibilitiesConduct...
-
Financial Planning Specialist
4 weeks ago
West Midlands Combined Authority, United Kingdom fish4.co - Jobboard Full time{"title": "Financial Planning Administrator", "description": "Role OverviewAFH Wealth Management is a leading independent financial advisory and wealth management firm seeking a skilled Financial Planning Administrator to join our team.This is a full-time, permanent opportunity with a competitive salary and range of benefits.Key ResponsibilitiesConduct...
-
Planning Administrator
5 months ago
West Midlands, United Kingdom Shakespeare Martineau Full timeWe have an exciting new opportunity for a Planning Administrator to work as part of a friendly, established team providing support to our busy Marrons consultancy. This is an excellent opportunity for an enthusiastic, driven & experienced Administrator looking for a role that offers variety and stretch. **You will be**: - providing timely and effective...
-
Senior Administrator
5 months ago
West Bridgford, United Kingdom Archway Learning Trust Full time**SPECIFIC RESPONSIBILITIES** **Admissions & Transition** - Coordinate all student admissions (mid-year and 6 into 7) into the Academy in line with the School Admissions Code to include: - Administrative preparation for the Open Evening - Act as the initial contact advising, promoting and supporting prospective applicants - Arrange visits, tours and...
-
Send Administrator
7 months ago
West Bridgford, United Kingdom Archway Learning Trust Full time**SPECIFIC RESPONSIBILITIES** - Responsible for the administrative support/coordination for meetings such as Annual Reviews, Interim Reviews and ad hoc meetings including agenda preparation, collation of supporting papers, minute taking, production and distribution of minutes and any additional documentation. - To undertake a comprehensive range of...