Wealth Planning Administrator Role
4 weeks ago
Wealth Planning Administrator Role
About the Opportunity
Cranleigh Personnel is seeking a highly organized and detail-oriented Wealth Planning Administrator to join our team. As a key member of our administrative team, you will provide comprehensive support to our advisers, ensuring the smooth management of client affairs.
Key Responsibilities
- Providing administrative support to advisers from start to finish
- Assisting in new business processing, preparing client documentation, and managing adviser diaries
What We Offer
- Full exam support for professional qualifications
- A dynamic and growing practice with long-term stability and career progression opportunities
- A collaborative work environment that values hard work and career development
Requirements
- Previous experience working within an SJP practice is essential
- Professional qualifications are a plus but not essential
- Excellent organizational skills, attention to detail, and the ability to manage multiple priorities
About Cranleigh Personnel
Cranleigh Personnel is a leading recruitment agency specializing in financial services. We pride ourselves on our commitment to excellence and our ability to deliver high-quality candidates to our clients.
-
Financial Advisor
1 month ago
Rochester, Medway, United Kingdom Bank of America Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our Merrill Wealth Management team at Bank of America. As a Merrill Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing personalized investment advice and guidance.Key ResponsibilitiesDevelop and...
-
Financial Planning Analyst
18 hours ago
Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Analyst to join our team at Smith Schafer & Associates Ltd.This is a full-time position responsible for learning processes and systems, assisting with planning and facilitating engagements, and working as part of a team to carry out tasks under close supervision.The successful candidate will...
-
Administrative Support Specialist
1 month ago
Rochester, Medway, United Kingdom Central and North West London NHS Foundation Trust Full timeThe successful candidate will be based on site at Oasis Restore Secure School, Rochester, Monday – Friday 9am-5pm.As a key member of the team, you will work in line with 'Child First' principles to create a developmentally appropriate and trauma-informed healthcare service. This includes the implementation, development, and maintenance of office and...
-
Rochester, Medway, United Kingdom Utilise Recruitment Full timeJob DescriptionWe are seeking a highly skilled Technical Lead to join our team at Utilise Recruitment.Location: Based in Kent, with a competitive salary of £40,000About the Role: As a Technical Lead, you will be responsible for leading and developing a workshop and field team to achieve set targets. You will ensure adherence to defined guidelines,...
-
Customer Service Administrator Position
3 weeks ago
Rochester, Medway, United Kingdom Adecco UK Limited Full timeAbout the RoleAdecco UK Limited is seeking a highly skilled Customer Service Administrator to join their team. The ideal candidate will possess strong customer service and data entry skills, with the ability to work in a fast-paced environment.Key ResponsibilitiesProviding excellent customer service over the phone, email, and online portalProcessing sales...
-
Transport Administrator
4 weeks ago
Rochester, Medway, United Kingdom MC Personnel Full timeMC Personnel is seeking a dedicated Permanent Front of House / Transport Administrator to join a reputable company in Rochester, Kent. The ideal candidate will have a strong background in administration with specific experience in transportation.Key Responsibilities:Add and remove vehicles / drivers using Fleetcheck and the Vehicle Spreadsheets.Ensure...
-
Transport Administrator
4 weeks ago
Rochester, Medway, United Kingdom MC Personnel Full timeMC Personnel is seeking a dedicated Transport Administrator to join a reputable company in Rochester, Kent. The ideal candidate will have a strong background in administration with specific experience in transportation.Key Responsibilities:Add and remove vehicles / drivers using Fleetcheck and the Vehicle Spreadsheets.Ensure vehicles are added to the...
-
Examinations Administration Specialist
2 weeks ago
Rochester, Medway, United Kingdom THE CHARALLE GROUP Full timeJob DescriptionThe Charalle Group is seeking a skilled Examinations Administration Specialist to join our team in Rochester. As a key member of our school community, you will be responsible for ensuring the smooth administration of internal and external exams.About the RoleWe are looking for a highly organized and detail-oriented individual with excellent...
-
Senior Wealth Strategist
4 weeks ago
Rochester, Medway, United Kingdom Bank of America Full timeJob SummaryThis role is responsible for driving business development and deepening client relationships within the Private Bank at Bank of America. The ideal candidate will have a strong understanding of complex financial services and be able to provide integrated recommendations to clients.Key ResponsibilitiesLead the Client Management Process to identify...
-
Rochester, Medway, United Kingdom University of Minnesota Full timeAbout the RoleThe University of Minnesota seeks an Administrative Associate for Student Services to support the daily and strategic operations of the Student Success, Engagement, and Equity (SSEE) area. This role will provide executive-level coordination and student-centered support, acting as the primary point of contact for the SSEE area.Key...
-
Administrative Support Specialist
2 weeks ago
Rochester, Medway, United Kingdom Premier Work Support Full timeA challenging opportunity has emerged for an Administrative Support Specialist to collaborate with Premier Work Support’s Contracts Team on a full-time permanent basis.The successful candidate will be responsible for working closely with the contract sales team to manage daily customer requirements, coordinate projects, and serve as a liaison between sales...
-
Senior Logistics Administrator
2 weeks ago
Rochester, Medway, United Kingdom New Appointments Group Full timeWe are seeking an exceptional Logistics and Customer Service Administrator to join our team at New Appointments Group.Key Responsibilities:* Manage client in-house systems and liaise with internal and external stakeholders* Process orders and maintain accurate records* Provide exceptional customer service and supportRequirements:* Proven experience in a...
-
Estate Administration Specialist
2 weeks ago
Rochester, Medway, United Kingdom React Recruitment Ltd Full timeJob Summary:We are seeking an experienced Private Client Paralegal to join our team at React Recruitment Ltd. The ideal candidate will have a strong background in drafting Wills, Estate Administration, and other related tasks.Responsibilities:* Drafting Wills and Estate Administration documents with minimal supervision* Assisting fee earners and taking on...
-
Administrative Support
2 minutes ago
Rochester, Medway, United Kingdom New Appointments Group Full timeJob Description: Administrative Support - Logistics and Customer ServiceWe are seeking a detail-oriented and organized individual to join our team as an Administrative Support specialist. In this role, you will provide administrative support to our logistics and customer service teams, ensuring seamless day-to-day operations.Responsibilities:• Provide...
-
Administrative Support Professional
4 weeks ago
Rochester, Medway, United Kingdom LeighAcademiesTrust Full timeAbout the Role:We are seeking a highly organized and efficient Administrative Support Professional to join our team at Strood Academy. As a key member of our operations team, you will provide essential administrative support to our staff, students, and the wider school community.Key Responsibilities:Manage day-to-day communications and maintain accurate...
-
Audit Accountant
1 month ago
Rochester, Medway, United Kingdom Smith Schafer & Associates Ltd. Full timeOur Audit Accountant role is a fantastic opportunity for a detail-oriented and analytical individual to join our team at Smith Schafer & Associates Ltd.About the Role:This position involves learning and developing skills in accounting and auditing processes, assisting with planning and facilitating engagements, and working collaboratively with a team to...
-
Procurement Planning Specialist
1 month ago
Rochester, Medway, United Kingdom Insight Select Full timeDemand Planning RoleAt Insight Select, we are seeking a skilled Demand Planner to join our team on a 12-month fixed-term contract. The successful candidate will be responsible for providing accurate supply chain planning to ensure timely product availability and smooth operations.The key responsibilities of this role include:Developing and maintaining...
-
Financial Services Professional
5 days ago
Rochester, Medway, United Kingdom Bank of America Full timeOverviewBank of America is a leading financial institution committed to making a positive impact on people's lives. Our team at Merrill Wealth Management is dedicated to helping clients achieve their financial goals through expert guidance and personalized support.About the RoleThis is an exciting opportunity to join our wealth management team as a Merrill...
-
English Educator Role
3 weeks ago
Rochester, Medway, United Kingdom TSAT Full timeRole Overview: We are seeking an English Teacher to join our team at TSAT.This is a great opportunity for a qualified English Teacher or ECT who is passionate about teaching and learningKey Responsibilities:Plan and deliver a creative and stimulating English curriculumHave a thorough knowledge of present curriculum developmentsSet high expectations for...
-
Administrative Support Specialist
2 weeks ago
Rochester, Medway, United Kingdom Barchester Healthcare Full timeKey Responsibilities:Promote a welcoming environment for residents, staff, and visitors.Manage enquiries and showrounds for prospective families, using customer database to support commercial performance.Drive home occupancy and reputation through community engagement.Support resident and family feedback with a focus on customer care.Assist with home staff...