Financial Planning Administrator

**About Financial Divisions**Wealth management is a key service offering for our client, a boutique financial planning practice with a strong presence in South Buckinghamshire. For over 20 years, they have been providing high-quality financial advice to their private clients, a diverse group of business professionals, retirees, accumulators, and families....

We are seeking an experienced Financial Planning Administrator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.The successful candidate will provide first-class support to our Financial Planning team, ensuring the smooth running of administrative functions within the business.Key Responsibilities:Supporting the...

We are currently recruiting for a highly regarded Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their team.This company illuminates their client\u0027s financial world. Building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...

We are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role involves providing administrative support for the efficient processing of business and delivering exceptional service to clients.The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private...

We are seeking a highly skilled Financial Planning Coordinator to join our team at Blakemore Recruitment. The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.The successful candidate will be responsible for the efficient...

We are seeking a skilled Financial Planning Assistant to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working 4 days a week, allowing for a great work-life balance.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be...

We are recruiting for a Financial Planning practice in Gerrards Cross seeking an experienced IFA Administrator to join their team.The company illuminates clients' financial worlds, building clarity and confidence. They optimise every experience for their clients.ResponsibilitiesThe IFA Administrator is responsible for efficient and accurate business...

We are seeking a skilled Financial Planning Assistant to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working 4 days a week, allowing for a great work-life balance.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be...

We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking for an experienced IFA Administrator to join their administrative team.This company illuminates their clients' financial world by building clarity and confidence in their mind and optimising every experience they have with them.ResponsibilitiesThe IFA...

Role OverviewWe are seeking an experienced Financial Planning Operations Coordinator to join our team in Gerrards Cross. This role offers flexible home working 4 days a week.About the RoleThe successful candidate will provide first-class support to our Financial Planning team, ensuring seamless implementation of new business, effective communication with...

About UsWe are a growing Independent Financial Planning firm, specialising in delivering Financial Life Planning. Our team is passionate about providing exceptional client service and support.Job DescriptionThis role offers flexible home working 4 days a week, allowing you to achieve a great work-life balance while being part of a dynamic team.The successful...

Job OverviewWe are seeking a highly motivated and organized Trainee IFA Administrator to join our team at Salisbury Financial Services.Key ResponsibilitiesProvide administrative support to our advisory and technical teamObtain illustrations, key features documentation, and other required documents from platforms and providersReview meeting preparation,...

Financial Administrator Job DescriptionWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a Financial Administrator, you will be responsible for providing administrative support to our financial services team, ensuring the smooth operation of our financial activities.Key...

About the Role:We are seeking a skilled Financial Planning Support Specialist to join our team at Eden Resourcing. As a Senior Financial Services Coordinator, you will play a key role in providing holistic support to our Financial Advisers.Key Responsibilities:Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain...

We are seeking a skilled IFA Administrator to provide exceptional support to our Financial Planning team in Gerrards Cross. This role offers flexible home working and a comprehensive benefits package.The ideal candidate will have a positive attitude, excellent communication skills, and a keen eye for detail. They will be responsible for supporting the...

Job Title: Trainee IFA Administrator - Adviser SupportLocation: Gerrards CrossJob Type: Full Time, PermanentSalary: £25,500 per annumThis is a fantastic opportunity to begin your career in the financial services industry with a well-established and reputable company.As a Trainee IFA Administrator, you will provide administrative support to the advisory and...

Role OverviewWe are seeking a motivated and detail-oriented Trainee IFA Administrator to join our team at GET STAFFED ONLINE RECRUITMENT LIMITED.About the RoleThis is a full-time position based in our Gerrards Cross office, providing administrative support to our advisory and technical team.As a Trainee IFA Administrator, you will have the opportunity to...

Senior Administrator RoleWe are seeking an experienced financial planning administrator to join our close-knit team at Eden Resourcing.This role offers a competitive package and opportunities for development in a dynamic and forward-thinking firm.Key Responsibilities:Issue signed letters of authority and transfer of agency to providers and obtain policy...

The Gerrards Cross Community Association is seeking a highly skilled and versatile individual to fill the role of Administrative Coordinator. This position will play a crucial part in the day-to-day operations of the association, encompassing a range of administrative functions, including supervision of estate maintenance, governance, and finance duties. The...

About the Role:The Gerrards Cross Community Association is seeking a highly skilled and experienced individual to fill the position of Office Manager. As a key member of the team, you will be responsible for overseeing the day-to-day administrative functions of the organization, including supervision of estate maintenance, governance, and finance duties.Key...