Financial Planning Administrator
17 hours ago
We are seeking a highly skilled and experienced Financial Planning Administrator to join our growing wealth planning practice in Fife.
The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, with knowledge of Investments, Pensions, and Protection products.
Responsibilities will include:
- Managing the 'Letters of Authority' process
- Valuations and chasing providers for outstanding documentation
- Processing new business and liaising with clients
- Booking client review meetings and preparation for client meetings
- Compliance and data base management
The successful candidate will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.
We offer a great community feel with a friendly but professional working environment, and the opportunity to work towards industry exams with full support of the business.
If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please contact Paula Thornbury for more information.
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Financial Planning Administrator
2 days ago
Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our growing wealth planning practice in Fife.The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, and knowledge of Investments, Pensions, and Protection...
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Financial Planning Administrator
2 days ago
Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our growing wealth planning practice in Fife.The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, and knowledge of Investments, Pensions, and Protection...
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Financial Planning Administrator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our growing wealth planning practice in Fife.The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, with knowledge of Investments, Pensions, and Protection...
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Financial Planning Administrator
5 days ago
Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our growing wealth planning practice in Fife.The ideal candidate will have a minimum of 1 year's experience in Financial Services, ideally in an IFA environment, with knowledge of Investments, Pensions, and Protection...
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Financial Planning Coordinator
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Financial Planning Coordinator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeFinancial Planning Administrator RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Thornbury Recruitment Ltd.The ideal candidate will have a minimum of 1 year's experience in Financial Services, preferably in an IFA environment, with knowledge of Investments, Pensions, and Protection...
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Financial Planning Coordinator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeJob SummaryThornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth management practice in Fife.Key ResponsibilitiesManage the 'Letters of Authority' process, ensuring timely and accurate completion.Conduct valuations...
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Financial Planning Coordinator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeJob SummaryThornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth management practice in Fife.Key ResponsibilitiesManage the 'Letters of Authority' process, ensuring timely and accurate completion.Conduct valuations...
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Financial Planning Coordinator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeJob Summary:Thornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth management practice in Fife.Key Responsibilities:Manage the 'Letters of Authority' process, ensuring timely and accurate completion.Conduct valuations...
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Financial Planning Coordinator
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Dunfermline, Fife, United Kingdom Thornbury Recruitment Ltd Full timeJob Summary:Thornbury Recruitment Ltd is seeking a highly skilled Financial Planning Administrator to join our team. As a Financial Planning Administrator, you will play a crucial role in supporting our wealth management practice in Fife.Key Responsibilities:Manage the 'Letters of Authority' process, ensuring timely and accurate completion.Conduct valuations...
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