Current jobs related to Financial Planning Administrator - Sale, Trafford - mbf.
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Sale, Trafford, United Kingdom beBee Professionals Full time £45,000 - £65,000We are seeking a Financial Operations Director to lead our finance team in Sale, United Kingdom.Key Responsibilities:Develop and implement financial strategies to drive business growth.Manage financial planning, reporting, and analysis to ensure financial stability.Oversee month-end and year-end financial processes, including audits.Ensure compliance with...
Financial Planning Administrator
2 months ago
Our client, a forward-thinking firm of Independent Financial Advisors, is based in Sale, Greater Manchester. Founded during the Covid-19 pandemic, this business has thrived, and they are proud to have grown to a close-knit team of dedicated professionals. As an employee-owned company, every team member has the opportunity to own shares and actively participate in shaping the future of their business.
The OpportunityWe are seeking a motivated and experienced Financial Planning Administrator to join their team. This is an ideal opportunity for a career Administrator looking for a varied and interesting position at a company where they will be truly valued and their voice will be heard.
Key Responsibilities- Provide comprehensive administrative support to IFAs.
- Manage client documentation, ensuring accuracy and compliance.
- Coordinate client meetings and prepare necessary materials.
- Maintain and update client records and databases.
- Liaise with clients and providers to facilitate smooth communication and service delivery.
- You have experience as an IFA Administrator and a strong understanding of financial planning processes.
- Strong Organisational Skills
- Attention to detail
- Basic salary of up to \u00a330,000 plus company benefits
- Hybrid working from their office in Sale, Greater Manchester
- Share Options
