Private Client Administrator
6 days ago
Exciting Opportunity for a Financial Planning Administrator
We are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.
About the Company
This company prides itself on its amazing culture, which has been developed over the years. They offer a supportive environment where you can have fun and grow. The company has established itself with L&D and team leaders to help support you through onboarding and to help you advance your knowledge and career.
Benefits
- Up to £32,000 per annum
- 28 days holiday plus bank holidays
- Life assurance
- Income protection
- DIS
- Pension
- Flexible benefits platform
- Hybrid working - 2 days in the office
- Exam support after probationary period
Requirements
- Previous experience in a similar role within an IFA Practice
- Knowledge of investment products, including ISAs, Pensions, and Bonds
- Confident and competent communication skills, verbal and written
- Any Financial Services qualifications are desired
What We Offer
Heat Recruitment is proud to be working with this company to find the perfect candidate for this role. If you are a motivated and skilled individual looking to advance your career in financial planning, we encourage you to apply.
-
Client Services Coordinator
1 week ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.Key Responsibilities:Providing exceptional customer service and support to...
-
Client Services Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.Key Responsibilities:Providing exceptional customer service and support to...
-
Client Services Coordinator
5 days ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.Key Responsibilities:Providing exceptional customer service and support to...
-
Client Services Coordinator
1 day ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.Key Responsibilities:Providing exceptional customer service and support to...
-
Client Services Coordinator
24 hours ago
Penarth, Vale of Glamorgan, United Kingdom Ortus PSR Full timeWe are seeking a skilled Client Services Administrator to join our dynamic team at Ortus PSR, a prestigious wealth management firm. As a key member of our team, you will be responsible for delivering top-notch service to our clients and ensuring their needs are met.Key Responsibilities:Providing exceptional customer service and support to...
-
HR Senior Administrator
2 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeJob SummaryWe are seeking a highly organized and detail-oriented Senior HR Administrator to join our People Team at Wealthify. As a key member of our team, you will provide administrative support across the business and ensure the smooth operation of our HR functions.Key ResponsibilitiesMaintain accurate and up-to-date employee records, including personal...
-
HR Senior Administrator
2 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeJob SummaryWe are seeking a highly organized and detail-oriented Senior HR Administrator to join our People Team at Wealthify. As a key member of our team, you will provide administrative support across the business and ensure the smooth operation of our HR functions.Key ResponsibilitiesMaintain accurate and up-to-date employee records, including personal...
-
Financial Planning Administrator
7 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time £32,000About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As an IFA administration professional, you will play a crucial role in supporting our clients and advisers in all aspects of savings, investments, and retirement planning.Key ResponsibilitiesProvide administrative support to our IFA team,...
-
Financial Planning Administrator
6 days ago
Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time £32,000About the RoleWe are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As an IFA administration professional, you will play a crucial role in supporting our clients and advisers in all aspects of savings, investments, and retirement planning.Key ResponsibilitiesProvide administrative support to our IFA team,...
-
Financial Administrator
6 days ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeJob Opportunity: Finance AdministratorAbout the Role:The successful candidate will be responsible for performing an essential function to ensure the organisation thrives. This is an office-based role, Monday to Friday, 37.5 hours a week.Key Responsibilities:Inputting data onto a new system (Vantage)Supporting the wider Accounts Receivable teamCollating data...
-
Financial Administrator
7 days ago
Penarth, Vale of Glamorgan, United Kingdom Yolk Recruitment Ltd Full timeJob Opportunity: Finance AdministratorAbout the Role:The successful candidate will be responsible for performing an essential function to ensure the organisation thrives. This is an office-based role, Monday to Friday, 37.5 hours a week.Key Responsibilities:Inputting data onto a new system (Vantage)Supporting the wider Accounts Receivable teamCollating data...
-
Human Resources Coordinator
2 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeWealthify is seeking a highly organized and detail-oriented Human Resources Administrator/Senior Administrator to join our People Team. As an HR Administrator, you will provide administrative support across the business and provide support to colleagues in the office.Key Responsibilities:Assist in the recruitment process and coordinate with...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeWealthify is seeking a highly organized and detail-oriented Human Resources Administrator/Senior Administrator to join our People Team. As an HR Administrator, you will provide administrative support across the business and provide support to colleagues in the office.Key Responsibilities:Assist in the recruitment process and coordinate with...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeJob DescriptionWealthify is seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team. As a key member of our People Team, you will provide administrative support across the business and assist with various HR-related tasks.Key Responsibilities:Recruitment Support: Assist in the recruitment process, coordinate with...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeJob DescriptionWealthify is seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team. As a key member of our People Team, you will provide administrative support across the business and assist with various HR-related tasks.Key Responsibilities:Recruitment Support: Assist in the recruitment process, coordinate with...
-
Cost Management Specialist
1 week ago
Penarth, Vale of Glamorgan, United Kingdom ChandlerKBS Full timeJob DescriptionChandlerKBS is seeking a highly skilled Cost Management Specialist to join our Utilities team, working on projects across various sectors.This role will be based in our office, with a flexible hybrid working approach.The ideal candidate will have experience in the Water/Utilities Sector and possess strong analytical skills, sound judgement,...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team at Wealthify. As a key member of our People Team, you will provide administrative support across the business and provide support to colleagues in the office.Main ResponsibilitiesRecruitment and Onboarding: Assist in the recruitment...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team at Wealthify. As a key member of our People Team, you will provide administrative support across the business and provide support to colleagues in the office.Main ResponsibilitiesRecruitment and Onboarding: Assist in the recruitment...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeWealthify is seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team!About the Role:The Human Resources Coordinator will provide administrative support across the business, including recruitment, employee records management, payroll and benefits administration, training and development, and general administrative...
-
Human Resources Coordinator
3 days ago
Penarth, Vale of Glamorgan, United Kingdom Wealthify Full timeWealthify is seeking a highly organized and detail-oriented Human Resources Coordinator to join our dynamic team!About the Role:The Human Resources Coordinator will provide administrative support across the business, including recruitment, employee records management, payroll and benefits administration, training and development, and general administrative...