Financial Planning Administrator
3 days ago
We are seeking a highly organized and detail-oriented IFA Administrator to join our team in Sale, Manchester. As a key member of our financial planning team, you will provide vital administrative support to experienced Financial Advisers and their clients.
Key Responsibilities:- Data entry into the back-office system
- Management and maintenance of the back-office system
- Consolidation of adviser fee income
- Collation of provider statements
- Letters of Authority (LOAs)
- Maintenance of client folders
- Management of new business register
- Arrangement of client meetings
- Handling of client enquiries
- Processing of new business paperwork
- Obtaining of relevant personal illustrations
- Client review paperwork
- Management and preparation of suitability reports
- Basic salary up to £32,000+ negotiable
- Home-based working part-week (after probation period)
- Pension, PMI, DIS, company events
- Study support towards professional qualifications
- Career progression
- Excellent opportunity to join a friendly team
- Financial services administration experience
- Financial planning administration experience - ideally Intelligent Office (Intelliflo) Dynamic Planner, Platforms (ideally Transact & AJ Bell Investcentre)
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000Job Opportunity at Broadoak Financial Planning LtdAbout UsBroadoak Financial Planning Ltd is a leading provider of financial advice and wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly skilled and organized Paraplanner to join our...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000About Broadoak Financial Planning LtdWe are a dedicated and professional team that is passionate about helping clients achieve their financial goals.Job SummaryWe are seeking a trainee or mid-level Financial Paraplanner to support our Financial Planning team.Key ResponsibilitiesMaintain and update client records and databases.Assist in the preparation of...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000About Broadoak Financial Planning LtdWe are a dedicated and professional financial services company committed to providing exceptional advice and wealth management services to a diverse client base.Job SummaryWe are seeking a skilled Financial Planning Assistant to support our Wealth Management team. The ideal candidate will be instrumental in report writing...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000About Broadoak Financial Planning LtdWe are a dedicated and professional financial services company committed to providing exceptional advice and wealth management services to a diverse client base.Job SummaryWe are seeking a skilled Financial Planning Assistant to support our Wealth Management team. The ideal candidate will be instrumental in report writing...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our Wealth Management team at Broadoak Financial Planning Ltd. As a key member of our team, you will provide comprehensive support to our Financial Advisors, enabling them to focus on client engagement and strategy.Key Responsibilities:Paraplanner Support:...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full timeJob SummaryWe are seeking a highly organized and detail-oriented Financial Planning Assistant to join our Wealth Management team at Broadoak Financial Planning Ltd. As a key member of our team, you will provide comprehensive support to our Financial Advisors, enabling them to focus on client engagement and strategy.Key Responsibilities:Paraplanner Support:...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000Job DescriptionJob SummaryBroadoak Financial Planning Ltd is a leading wealth management firm based in the UK. We are seeking a highly skilled and organized Paraplanner to join our team.Key Responsibilities:Provide comprehensive support to our Financial Advisors, including report writing and research tasks.Manage client documentation, ensuring accuracy and...
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Financial Planning Assistant
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000Job DescriptionJob SummaryBroadoak Financial Planning Ltd is a leading wealth management firm based in the UK. We are seeking a highly skilled and organized Paraplanner to join our team.Key Responsibilities:Provide comprehensive support to our Financial Advisors, including report writing and research tasks.Manage client documentation, ensuring accuracy and...
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Financial Planning Administrator
2 days ago
Sale, Trafford, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "company": "mbf.", "location": "Sale, Greater Manchester", "job_type": "Full-time", "salary": "Up to \u00a330,000", "benefits": "Company benefits", "job_description": "About Usmbf. is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. We are proud to have grown to a...
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Financial Planning Administrator
2 days ago
Sale, Trafford, United Kingdom mbf. Full time{"title": "Financial Planning Administrator", "company": "mbf.", "location": "Sale, Greater Manchester", "job_type": "Full-time", "salary": "Up to \u00a330,000", "benefits": "Company benefits", "job_description": "About Usmbf. is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. We are proud to have grown to a...
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Financial Planning Administrator
5 days ago
Sale, Trafford, United Kingdom mbf. Full timeAbout Usmbf. is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operates as an employee-owned company, giving every team member the opportunity to own...
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Financial Planning Administrator
5 days ago
Sale, Trafford, United Kingdom mbf. Full timeAbout Usmbf. is a forward-thinking firm of Independent Financial Advisors based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. The small team operates as an employee-owned company, giving every team member the opportunity to own...
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Financial Planning Administrator
4 days ago
Sale, Trafford, United Kingdom mbf. Full timeAbout UsOur client, a forward-thinking firm of Independent Financial Advisors, is based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. As an employee-owned company, every team member has the opportunity to own shares and actively...
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Financial Planning Administrator
3 days ago
Sale, Trafford, United Kingdom mbf. Full timeAbout UsOur client, a forward-thinking firm of Independent Financial Advisors, is based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. As an employee-owned company, every team member has the opportunity to own shares and actively...
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Wealth Management Coordinator
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000Job Opportunity at Broadoak Financial Planning LtdAbout UsBroadoak Financial Planning Ltd is a leading provider of financial advice and wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly skilled and organized Paraplanner to join our...
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Paraplanner Support Specialist
2 weeks ago
Sale, Trafford, United Kingdom Broadoak Financial Planning Ltd Full time £35,000 - £40,000Job Opportunity at Broadoak Financial Planning LtdAbout UsBroadoak Financial Planning Ltd is a leading provider of financial advice and wealth management services. We are committed to delivering exceptional client experiences and building long-term relationships with our clients.Job SummaryWe are seeking a highly skilled and organized Paraplanner to join our...
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Financial Planning Assistant
1 week ago
Sale, Trafford, United Kingdom mbf. Full time{"title": "Financial Planning Opportunity", "company": "mbf.", "location": "Sale, Greater Manchester", "job_type": "Full-time", "salary": "Up to \u00a335,000", "benefits": "Company benefits", "career_progression": "Potential to progress to a Financial Advisor role", "culture": "Collaborative and employee-owned", "tools": "Cutting-edge Paraplanning software",...
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Financial Planning Assistant
1 week ago
Sale, Trafford, United Kingdom mbf. Full time{"title": "Financial Planning Opportunity", "company": "mbf.", "location": "Sale, Greater Manchester", "job_type": "Full-time", "salary": "Up to \u00a335,000", "benefits": "Company benefits", "career_progression": "Potential to progress to a Financial Advisor role", "culture": "Collaborative and employee-owned", "tools": "Cutting-edge Paraplanning software",...
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Financial Planning Coordinator
2 weeks ago
Sale, Trafford, United Kingdom mbf. Full timeAbout Us:Our company, mbf, is a forward-thinking, employee-owned firm of financial advisors based in the North West region. Founded during a period of significant change, we have thrived and grown to a close-knit team of dedicated professionals. We operate as a collaborative, employee-owned company, giving every team member the opportunity to own shares and...
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Financial Planning Coordinator
2 weeks ago
Sale, Trafford, United Kingdom mbf. Full timeAbout Us:Our company, mbf, is a forward-thinking, employee-owned firm of financial advisors based in the North West region. Founded during the pandemic, we have thrived, and we are proud to have grown to a close-knit team of dedicated professionals. We operate as a collaborative, employee-owned company, giving every team member the opportunity to own shares...