Financial Planning Administrator

About the RoleWe 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•...

**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 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...

We are an award-winning Nottinghamshire-based IFA seeking a skilled Financial Services Coordinator to join our team.Job OverviewThis is a full-time role, working Monday to Friday, with flexibility to work from home on Mondays and Fridays.The ideal candidate will have a strong background in administration, specifically within the financial planning industry,...

Role 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...

Company Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...

Role 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,...

Job 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...

Job 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...

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 feel, building...

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 feel, building...

Our 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...

We 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...

**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...

**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...

Our clients are seeking a Chartered Financial Advisor in Nottingham offering hybrid work. The successful candidate must have a track record and previous paraplanning experience and ideally have prepared defined benefit pension advice. This is an exciting opportunity to work in a positive team and have the potential to grow a significant number of clients...

We are seeking an experienced Management Accountant to join our close-knit finance team, reporting directly to the Finance Director. This role offers a blend of daily financial operations and strategic planning responsibilities, making it ideal for a proactive professional who thrives in a collaborative setting.Key ResponsibilitiesLead the preparation of...

Job Description Job Title: Mortgage Advisor Location: West Sussex and Hampshire Job Type: Full-Time About Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals. As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their...

Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...

Job Title: Mortgage AdvisorLocation: West Sussex and Hampshire Job Type: Full-TimeAbout Us: We are currently seeking a skilled Mortgage Advisor to join our team and assist clients in securing the best mortgage deals.As a Mortgage Advisor you will work closely with an established Estate Agency team to help customers purchase their dream home whilst taking...