Current jobs related to Financial Planning Administrator - BurnhamonSea, Somerset - Recruit UK | Certified B Corp™
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Financial Planning Assistant
3 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
3 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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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
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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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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Wealth Planning Administrator Position
1 week 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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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 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 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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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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Paraplanning Trainee
2 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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,...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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,...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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:Provide administrative support to financial advisers, ensuring smooth operations within the firm.Develop...
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Paraplanning Trainee
1 month ago
Burnham-on-Sea, Somerset, United Kingdom Recruit UK Full timeJob 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:Provide administrative support to financial advisers, ensuring smooth operations within the firm.Develop...
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Paraplanning Professional
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Paraplanning Professional
4 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
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Paraplanning Professional
3 weeks ago
Burnham-on-Sea, Somerset, United Kingdom Cranleigh Personnel Full timeAbout 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...
Financial Planning Administrator
2 months ago
We are seeking a highly organized and experienced Financial Planning Administrator to join our team at Recruit UK | Certified B Corp™. As an IFA Administrator, you will provide essential administrative support to our financial advisers, ensuring smooth operations within the firm.
Key Responsibilities- Manage client data, updating records and maintaining compliance documentation
- Optimise back-office systems and maintain compliance standards
- 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
- Previous experience in a financial planning or IFA environment
- Proficient in using financial advice software
- Financial Services