Financial Planning Support Specialist

5 days ago


Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our team and support our highly successful advisers and their HNW clientele.

About the Role

This is an exciting opportunity for an individual with a strong understanding of the full financial planning and corporate advice process. As an IFA Administrator, you will be responsible for providing administrative support to our advisers, ensuring the smooth delivery of financial planning services to our clients.

Key Responsibilities
  • Provide administrative support to our advisers, including data entry, document preparation, and client communication.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and support.
  • Contribute to the development and implementation of business processes and procedures.
  • Collaborate with the team to achieve business objectives and goals.
What We Offer

We offer a competitive salary, a range of benefits, and opportunities for professional development and growth. Our team is passionate about delivering exceptional service to our clients, and we are looking for someone who shares our values and commitment to excellence.

Requirements
  • Previous experience in a financial planning or IFA administration role.
  • Strong understanding of the full financial planning and corporate advice process.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Financial Planning Specialist About the Role Ortus PSR is seeking a skilled Financial Planning Specialist to provide comprehensive technical support to our financial advisers. As a key member of our team, you will be responsible for conducting in-depth financial analysis and research, preparing and maintaining client reports and documentation, and...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Financial Planning Specialist About the Role Ortus PSR is seeking a skilled Financial Planning Specialist to provide comprehensive technical support to our financial advisers. As a key member of our team, you will be responsible for conducting in-depth financial analysis and research, preparing and maintaining client reports and documentation, and...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Financial Planning Specialist About the Role Ortus PSR is seeking a skilled Financial Planning Specialist to provide comprehensive technical support to our financial advisers. As a key member of our team, you will be responsible for conducting in-depth financial analysis and research, preparing and maintaining client reports and documentation, and...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Financial Planning Specialist About the Role Ortus PSR is seeking a skilled Financial Planning Specialist to provide comprehensive technical support to our financial advisers. As a key member of our team, you will be responsible for conducting in-depth financial analysis and research, preparing and maintaining client reports and documentation, and...


  • Chester, Cheshire, United Kingdom Hays Specialist Recruitment Limited Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Adviser to join our team at Hays Specialist Recruitment Limited. As a Financial Adviser, you will be responsible for providing independent advice to clients across a range of financial planning areas.About the RoleThis is an employed position that offers a client-facing role, providing...


  • Chester, Cheshire, United Kingdom Schroders Recruitment Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Schroders Recruitment. As a Chartered Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement...


  • Chester, Cheshire, United Kingdom Schroders Recruitment Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Schroders Recruitment. As a Chartered Financial Planner, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.Key ResponsibilitiesDevelop and implement...


  • Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team and support our highly successful advisers and their HNW clientele.About the RoleThis is an exciting opportunity for an individual with a strong understanding of the full financial planning and corporate advice process. As an IFA Administrator, you will be...


  • Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team and support our highly successful advisers and their HNW clientele.About the RoleThis is an exciting opportunity for an individual with a strong understanding of the full financial planning and corporate advice process. As an IFA Administrator, you will be...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Exciting Opportunity for an Experienced IFA AdministratorHeat Recruitment is seeking a highly skilled and organized IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital member of the team, you will provide exceptional support to several successful advisers and their high net worth clientele.Key...


  • Chester, Cheshire, United Kingdom Heat Recruitment Full time

    Exciting Opportunity for an Experienced IFA AdministratorHeat Recruitment is seeking a highly skilled and organized IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital member of the team, you will provide exceptional support to several successful advisers and their high net worth clientele.Key...


  • Chester, Cheshire, United Kingdom Specialist Motor Finance Limited Full time

    Specialist Motor Finance Limited is a reputable organization recognized for its diverse product offerings, swift decision-making capabilities, and cooperative engagement with clients. They are currently seeking a Financial Planning and Analysis Manager to enhance their team.Key Responsibilities:Oversee the Finance Analyst and Management AccountantProactively...


  • Chester, Cheshire, United Kingdom Michael Page Finance Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) specialist to join our team at Michael Page Finance. As an FP&A analyst, you will play a critical role in supporting our client's financial planning and analysis needs.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...


  • Chester, Cheshire, United Kingdom Michael Page Finance Full time

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis (FP&A) specialist to join our team at Michael Page Finance. As an FP&A analyst, you will play a critical role in supporting our client's financial planning and analysis needs.Key ResponsibilitiesDevelop and maintain financial models and forecasts to support business...


  • Chester, Cheshire, United Kingdom Axon Moore Full time

    Join a Thriving, Private Equity-Backed Organization with Flexible Work Arrangements. As a Financial Planning and Analysis Specialist, you will be instrumental in the areas of reporting, forecasting, and budgeting, delivering valuable insights that will assist the organization in reaching its objectives. Your analytical contributions will shape strategic...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    {"title": "Paraplanner Opportunity at Ortus PSR", "content": "Exciting Opportunity for a ParaplannerA leading financial services firm in Chester is seeking an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    {"title": "Paraplanner Opportunity at Ortus PSR", "content": "Exciting Opportunity for a ParaplannerA leading financial services firm, Ortus PSR, is seeking an experienced Paraplanner to join their dynamic team in Chester. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    {"title": "Paraplanner Opportunity at Ortus PSR", "content": "Exciting Opportunity for a ParaplannerA leading financial services firm, Ortus PSR, is seeking an experienced Paraplanner to join their dynamic team in Chester. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    {"title": "Paraplanner Opportunity at Ortus PSR", "content": "Exciting Opportunity for a ParaplannerA leading financial services firm in Chester is seeking an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored...


  • Chester, Cheshire, United Kingdom Ortus PSR Full time

    Exciting Opportunity: Paraplanner in ChesterA leading Chartered IFA firm in Chester is seeking an experienced Paraplanner to join their dynamic team. This role is perfect for someone who excels in providing comprehensive technical support to financial advisers, with a focus on creating tailored financial plans and ensuring compliance with regulatory...