Financial Planning Administrator

24 hours ago


Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time
About the Role

NJR Recruitment is excited to be partnering with a fast-growing Financial Planning firm to find an ambitious Administrator to join their team based in Grimsby.

What We Offer
  • 22 days holiday + Bank Holidays
  • Flexible working hours
  • Death in Service Cover
  • Option to buy additional holidays
  • Hybrid working after probation
  • Study support
  • Ongoing development and progression
  • Pension scheme
Key Responsibilities

The successful candidate will support Financial Planners and the Senior Paraplanner with all aspects of administration, including:

  • Processing new business
  • Dealing with client queries
  • Managing an Adviser's diary
  • Creating meeting packs
  • Liaising with various providers
  • Assisting the Paraplanner with product research and report writing
Requirements

The ideal candidate will have previous experience in financial services and administration within a fast-paced client-facing environment. A good working knowledge of protection, pensions, and investment products is also desirable. The successful applicant will be working towards either a Level 4 Diploma qualification in Financial Planning or CISI Level 4 Certificate of Paraplanning.

We are looking for a motivated and organized individual who can effectively plan and organize their workload and demonstrate the initiative to resolve issues quickly in an appropriate manner.



  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a dynamic Financial Services firm to find an ambitious Administrator to join their team.About the RoleSupport the growth of a fast-growing Financial Planning firmProvide administrative support to a team of professionalsContribute to the delivery of exceptional client serviceWhat's on OfferCompetitive salary...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to recruit an ambitious Administrator to join their team.About the RoleSupport the delivery of high-quality financial planning services to clients across the UKContribute to the growth and development of the firm's operationsCollaborate with the team...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to recruit an ambitious Administrator to join their team.About the RoleSupport the delivery of high-quality financial planning services to clients across the UKContribute to the growth and development of the firm's operationsCollaborate with the team...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Services firm to find a highly motivated and organized Administrator to join their team.**What We Offer**Competitive salary and benefits packageOpportunities for career growth and professional developmentFlexible working hours and hybrid working arrangementsDeath in Service Cover...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Planning firm to find an ambitious Administrator to join their team in Grimsby.About the Role22 Days holiday + Bank HolidaysFlexible working hoursDeath in Service CoverOption to purchase additional holiday timeHybrid working arrangementWhat We OfferThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment is pleased to be partnering with a rapidly expanding Financial Planning firm to find an ambitious Administrator to join their team in Grimsby.About the Role22 Days holiday + Bank HolidaysFlexible working hoursDeath in Service CoverOption to purchase additional holiday timeHybrid working arrangementWhat We OfferThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom Recruit UK Full time

    Financial Planning Administrator RoleWe are seeking an experienced Financial Planning Administrator to join our team at a leading Independent Financial Advice firm. As a key member of our administration team, you will play a vital role in supporting our financial planners and providing exceptional client service.About the RoleThis is an excellent opportunity...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK.About the RoleSupport the Financial Planning team in GrimsbyContribute to the growth and success of the firmDevelop skills and expertise in financial servicesWhat's on...


  • Grimsby, North East Lincolnshire, United Kingdom NJR Recruitment Full time

    Job OpportunityNJR Recruitment is pleased to be working with a fast-growing Financial Planning firm that provides professional, face-to-face financial advice to clients across the UK.About the RoleSupport the Financial Planning team in GrimsbyContribute to the growth and success of the firmDevelop skills and expertise in financial servicesWhat's on...


  • Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full time

    About Ortus PSROrtus PSR is a leading wealth management firm dedicated to providing bespoke financial planning tailored to each client's unique needs and goals.Role OverviewAs an IFA Administrator at Ortus PSR, you will play a crucial role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring...


  • Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full time

    About Ortus PSROrtus PSR is a leading wealth management firm dedicated to providing bespoke financial planning tailored to each client's unique needs and goals.Role OverviewAs an IFA Administrator at Ortus PSR, you will play a crucial role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring...


  • Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full time

    Role OverviewAs an IFA Administrator at Ortus PSR, you will play a vital role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring all administrative processes run smoothly. Your attention to detail and proactive approach will help the IFAs deliver top-tier financial advice to clients.Key...


  • Grimsby, North East Lincolnshire, United Kingdom Ortus PSR Full time

    Role OverviewAs an IFA Administrator at Ortus PSR, you will play a vital role in supporting Independent Financial Advisers (IFAs) by managing client portfolios, preparing documentation, and ensuring all administrative processes run smoothly. Your attention to detail and proactive approach will help the IFAs deliver top-tier financial advice to clients.Key...