Financial Planning Administrator

Job Title: Senior IFA AdministratorSalary: NottinghamLocation: £24,000 - £28,000A reputable business with significant growth over recent years is seeking an experienced Wealth Management Administrator to join their team.With multiple offices across the UK, this firm offers a strong benefits package, including flexible working options, to support the growth...

Financial Administrator - Nottingham **Job Summary:** We are seeking a skilled Financial Administrator to provide administrative support to a team of Financial Planners in Nottingham. **Key Responsibilities:** * Process authority letters and gather financial data for new clients and annual reviews * Process financial transactions on various platforms *...

Job Title – IFA AdministratorLocation – NottinghamSalary - £25,000 - £28,000Job Description:We are seeking a highly motivated and organized IFA Administrator to join our expanding team in Nottingham. As an IFA Administrator, you will be responsible for providing administrative support to our Financial Advisers and Paraplanners, including processing new...

About the RoleWe are seeking an experienced Paraplanner to join our busy team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in the East Midlands. The successful candidate will have a strong background in financial planning, with a focus on delivering high-quality advice to our clients.Key ResponsibilitiesAs a Paraplanner, you will...

Blusource Professional Services Ltd is seeking an experienced Financial Administrator to join their team in Nottingham city centre. This role offers a competitive salary and the chance to work in a modern, stylish office that reflects the company's innovative and forward-thinking approach.The successful candidate will have a strong background in financial...

Key ResponsibilitiesFully analyse clients' requirements, develop cash flow models and accurately record client data;Research and analyse financial products to meet Client requirements and objectives;Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;Prepare...

At IDEX Consulting Ltd, we are seeking a highly skilled Senior Financial Planner to join our growing team in Nottingham.This opportunity will allow you to work with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients who require exceptional financial planning services.You will be supported by a team of experienced technicians and administrators in...

Role Overview: We are seeking an experienced Financial Administrator to join our client, an award-winning Nottinghamshire based IFA, in a full-time position. The successful candidate will work from home on Mondays and Fridays, providing a great work-life balance.Key Responsibilities:Process authority letters and gather data about clients' investments,...

Job Title: Financial AdministratorWe are seeking a skilled Financial Administrator to join our team at Microlise. As a key member of our Credit Control team, you will be responsible for ensuring timely payments from our customers, maintaining accurate records, and providing exceptional customer service.Key Responsibilities:Ownership of a portfolio of...

At Bennett and Game Recruitment, we are seeking a skilled Financial Adviser to join our client's team on a self-employed basis. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial goals.The Financial Adviser will play a critical role in helping clients manage their finances, plan...

Bennett and Game Recruitment are seeking a highly skilled Financial Adviser to join their team on a self-employed basis. The ideal candidate will have extensive experience in financial planning, wealth management, and client consultation.The successful candidate will be responsible for assessing clients' financial needs, developing and implementing...

Job DescriptionWe are seeking a highly skilled Financial Planning Professional to join our team at Bond Rec. As a Paraplanner, you will play a crucial role in delivering exceptional financial planning advice to our clients.Key Responsibilities:Provide high-quality paraplanning services to financial planners.Develop and maintain strong technical knowledge of...

Key ResponsibilitiesTo provide technical research, recommendations, and financial analysis to support Financial Planners in delivering excellent client service and outcomes.Identify and discuss areas for planning with the Financial Planner, ensuring a comprehensive understanding of client objectives.Conduct relevant research to identify suitable solutions...

We are seeking a Chartered Financial Adviser to join our Financial Advisory team and provide expert advice to our clients. The successful candidate will have strong technical knowledge and experience in Technical Paraplanning, with a focus on Pension Transfer qualifications and experience in preparing defined benefit pension advice.The ideal candidate will...

About the RoleWe are seeking an experienced Paraplanner to join our team at Bond Rec, a highly regarded firm of Chartered Financial Planners based in Nottingham. Due to continued growth, we are looking for a skilled professional to support our financial planners in delivering exceptional client service.Key ResponsibilitiesAssist financial planners in...

Financial Planning TechnicianAs a key member of our team, you will play a vital role in supporting our Financial Planners in delivering exceptional client service and outcomes. Your expertise will be essential in providing recommendations, financial analysis, and technical research to ensure our clients receive the best possible advice.Key...

Role OverviewOur client, a highly regarded firm of Chartered Financial Planners, is seeking an experienced Paraplanner to join their busy team. The successful candidate will be responsible for providing high-quality financial planning advice to clients, working closely with the financial planners.Key ResponsibilitiesComfortable with financial planning issues...

We are seeking a highly skilled Financial Planning Specialist to join our team at Bond Rec. As a key member of our busy team, you will be responsible for delivering exceptional financial planning advice to our clients.The ideal candidate will have a strong background in paraplanning, with a minimum of three years' experience. You should possess a Diploma...

Key Responsibilities:As a Financial Planning Specialist at Artemis Recruitment Consultants Ltd, you will work collaboratively with financial planners to provide advice to clients. You will then create a comprehensive financial plan, incorporating the company's summary advice and a suitability report for regulated recommendations.Technical Expertise:Using...

We are seeking a detail-oriented and experienced Financial Planning Specialist to join our finance team in Nottingham, United Kingdom. You will oversee financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Prepare financial reports, forecasts, and budgets for management...