Financial Planning Administrator
1 month ago
Lime People Search & Select Ltd is seeking an experienced IFA Administrator to support the Financial Advisers within the business. The successful candidate will provide a high level of customer service and care throughout the client journey, ensuring clients are able to plan for a comfortable retirement. Key responsibilities include sending letters of authority to financial providers, chasing providers for required information, and keeping clients updated on the progress of their cases. The ideal candidate will have strong understanding of the IFA process and associated regulatory requirements, with good product knowledge across Pensions, retirement Planning, Investments etc. Excellent communications skills and the ability to prioritise workloads are essential. Experience of using the Aviva platform is advantageous, as is additional Financial Services qualifications. A great salary is offered, along with training and development opportunities for progression.
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Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
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Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
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Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
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Financial Planner
1 month ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial PlannerAre you looking for a rewarding career that offers flexibility, excellent financial benefits, and personal satisfaction? Quilter Financial Planning is currently recruiting for its full-time programme, and we'd love to have you on board!About the RoleAs a financial planner, you'll have the opportunity to work with...
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Financial Adviser Programme
4 weeks ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...
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Financial Adviser Programme
4 weeks ago
Sheffield, Sheffield, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdviserAre you looking for a challenging and rewarding career in financial services? Quilter Financial Planning is currently recruiting for its full-time programme, offering a unique opportunity to develop your skills and expertise as a financial adviser.What We OfferComprehensive Training: Our programme includes fully...
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Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Services Administration Manager
2 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Services Administration Manager
3 weeks ago
Sheffield, Sheffield, United Kingdom Fyfe Financial Full timeJoin Our Team as a Financial Services Administration ManagerWe are seeking a skilled Financial Services Administration Manager to join our team at Fyfe Financial, a Chartered financial planning firm based in Sheffield. Our focus is on providing advice that positively impacts our clients' real lives, not just their bank balances.As a Financial Services...
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Financial Planning Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity for a Financial Planning AdministratorRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity to work with a dynamic and award-winning company that provides planning and...
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Financial Planning Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.About the RoleAs a Financial Planning...
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Financial Planning Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This is an excellent opportunity to join a dynamic team and contribute to the growth of a successful company.About the RoleAs a Financial Planning...
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Financial Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Perspective Financial Group Ltd Full timePerspective Financial Group Ltd Job OpportunityWe are seeking a highly skilled and motivated Financial Administrator to join our team at Perspective Financial Group Ltd. As a key member of our administration team, you will play a vital role in providing exceptional support to our clients and colleagues.Key Responsibilities:Provide high-quality administrative...
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Financial Planning Administrator
1 week ago
Sheffield, Sheffield, United Kingdom Lime People Search & Select Ltd Full timeJob Title: Financial Planning AdministratorWe are seeking an experienced Financial Planning Administrator to join our team at Lime People Search & Select Ltd.Key Responsibilities:* Support Financial Advisers in providing holistic Financial Planning services* Ensure clients are able to plan for a comfortable retirement* Send letters of authority to financial...
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Financial Planning Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...
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Financial Planning Administrator
2 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeJoin a Leading Financial Planning and Private Client Investment Management CompanyRecruit UK | Certified B Corp is working with a prestigious financial planning and private client investment management company in Sheffield to find a talented Financial Planning Administrator to join their team.This is an excellent opportunity for a motivated and organized...
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Financial Planning Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator. This is an excellent chance to join a dynamic team and contribute to the company's growth and success.The company is an award-winning integrated...
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Financial Planning Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK Full timeFinancial Planning Administrator OpportunityRecruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator. This is an excellent chance to join a dynamic team and contribute to the company's growth and success.The company is an award-winning integrated...