Financial Planning Administrator
2 weeks ago
Job Opportunity for Financial Planning Administrator
Recruit UK Ltd. is seeking an ambitious individual to fill the role of Financial Planning Administrator in a thriving Financial Planning firm based in London. This role presents a unique opportunity for a motivated professional to join a successful team and progress into a Paraplanning position.
About the Role
Key Responsibilities
- Prepare and package reports to clients
- Preparing templated client letters
- Liaising with product providers and clients
- Obtaining policy information, documents, factsheets etc
- Maintaining accurate client information and records on the back-office system
- Assisting with annual reviews
Benefits
- Competitive salary of £28,000
- Discretionary bonus scheme (£3-4K year 1)
- Support with and funding for industry exams
- Hybrid working arrangement
- Opportunity for career progression to Paraplanning
About You
- Some experience and exposure to Financial Planning
- Understanding of the UK financial planning market and products
- Ambitious individual, ready to propel career
- Ability to work on your own, and as part of a team
About Recruit UK
We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the table. Our reach extends over 100,000 financial services connections, making us the perfect partner for your job search or recruitment needs.
-
Financial Planning Consultant
2 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking to employ two experienced Financial Advisers with annual salaries starting at £50,000.Key responsibilities include maximising client wealth and providing expert financial guidance.Deliver high-quality advice to clients.Maintain strong relationships with clients.The ideal candidate will be an experienced Financial Adviser with a strong...
-
Senior Financial Planning Professional
3 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking an experienced Financial Adviser to join our team at Quilter Financial Planning.About the Business:Our business is a financial planning business, with purpose-led financial planning at the heart of what we do.About the Team:You will be working closely with our clients, engaging with them on a personal level and encouraging them...
-
Financial Planner
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeUnlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking for a more supportive role? Quilter Financial Planning is offering an exciting opportunity for a Financial Advisor to work on both an employed and self-employed basis.The Benefits:Professional lead generation through a robust processAttractive remuneration termsFull...
-
Financial Services Professional
1 month ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OverviewQuilter Financial Planning is seeking an experienced Financial Advisor to join our team on both an Employed and Self-Employed basis. As a leading financial services business, we operate a strong network of advisors across the UK, offering a fantastic opportunity for financial advisers to develop and grow.The Role:Develop and implement financial...
-
Financial Planner Opportunity
3 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
-
Senior Financial Consultant
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob Opportunity:Quilter Financial Planning is seeking a highly skilled Financial Advisor to join our team. As a leading financial services business, we offer a unique opportunity for experienced professionals to work on both an employed and self-employed basis.The Role:Develop and implement financial plans to meet clients' goals and objectives.Provide expert...
-
Senior Financial Consultant
3 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled and motivated individual to join our team as a Financial Advisor. In this role, you will work closely with our clients to understand their financial goals and objectives, providing tailored advice and guidance to help them achieve their aspirations.Key ResponsibilitiesDevelop and maintain strong relationships with...
-
Financial Planning Administrator
1 month ago
London, Greater London, United Kingdom Recruit UK Ltd. Full timeFinancial Planning Administrator OpportunityWe are seeking an experienced Administrator to join our Financial Planning firm in London. As a key member of our team, you will provide administrative support to our Financial Advisers, with the aim of training and progressing you into a Paraplanning role.Key Responsibilities:Prepare and package reports to...
-
Financial Planning Administrator
3 weeks ago
London, Greater London, United Kingdom Recruitment Rebellion Full timeAbout the RoleThe ideal candidate will possess a strong background in financial planning, with experience working in a UK financial planning firm. A Financial Planning Level 4 qualification or progress towards it is a must. The successful applicant will be responsible for providing a full range of administration and paraplanning support to the Managing...
-
Financial Planning Administrator
4 weeks ago
London, Greater London, United Kingdom Lloyd Recruitment - Epsom Full timeAt Lloyd Recruitment - Epsom, we are seeking a highly skilled Financial Planning Administrator to join our team. The ideal candidate will have proven experience in wealth management admin support and strong proficiency in back-office systems like X-Plan, Intelliflo, FE Analytics, and Cashcalc.Key responsibilities will include:Providing administrative support...
-
Financial Planning Specialist
4 weeks ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Job Title: Financial Planning SpecialistAt Financial Divisions, we are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Paraplanning team, you will play a crucial role in delivering exceptional client service and supporting our Financial Planners in providing tailored financial solutions.Key Responsibilities:*...
-
Financial Planning Assistant
1 month ago
London, Greater London, United Kingdom Financial Divisions Full time £45,000 - £52,000Paraplanner/Assistant Financial PlannerJoin our team at Financial Divisions, a leading name in the UK Wealth Management sector, as a Paraplanner/Assistant Financial Planner. This is a fantastic opportunity for a talented, professional Paraplanner looking to work in a supportive environment with a market leading benefits package and continual...
-
Mortgage and Protection Consultant
4 days ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeHays Financial Group, a leading business in the financial services industry, is seeking experienced Mortgage & Protection Advisers to join their team. As a highly successful company with over 35 years of trading experience, they provide a range of services including mortgage planning, investment, and pension planning.The ideal candidate will have a CeMAP...
-
Financial Planning Administrator
4 weeks ago
London, Greater London, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Financial Planning Administrator to support our team in delivering exceptional client service.The successful candidate will provide administrative support to our financial planners, ensuring the smooth operation of our business.Key Responsibilities:Provide high-quality administration and analytical support to our financial...
-
Financial Planning Support Specialist
6 days ago
London, Greater London, United Kingdom Financial Divisions Full timeAbout Financial DivisionsWe are a leading London based firm of financial planners committed to creating organic growth opportunities for our existing staff.Job OverviewWe are now in a position to offer an exciting opportunity for a talented individual interested in pursuing a career within wealth management.Key Responsibilities:Work closely and provide full...
-
Senior Financial Specialist
3 hours ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe have a fantastic employed opportunity available for a driven and ambitious Financial Adviser. The role offers a basic salary of £60,000, with the potential for much more with the right candidate.About the OpportunityThe perfect opportunity for a Financial Adviser looking to grow and succeed in a dynamic and rewarding environment.Your Key...
-
Financial Planning Specialist
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeThe Role of a Paraplanner at Financial DivisionsWe are seeking a highly skilled and experienced Paraplanner to join our team at Financial Divisions, a boutique independent practice based in the London area.The successful candidate will be responsible for providing 100% support to our Financial Adviser and her longstanding clients, working autonomously and...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are seeking a highly skilled Mortgage & Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing expert advice to clients on mortgage and protection products.Key ResponsibilitiesMeet performance targets and prospect for new business opportunitiesFact-find...
-
Senior Financial Planning Administrator
4 days ago
London, Greater London, United Kingdom Fram Executive Search Limited Full timeAbout the RoleFram Executive Search Limited is collaborating with a well-established, directly authorised financial planning firm in Norwich. They are seeking a Senior Financial Planning Administrator to join their growing team.This opportunity has arisen due to internal career progression and the addition of a seasoned financial advisor to the firm. The...
-
Mortgage & Protection Adviser
4 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the Role:We are seeking a skilled Mortgage & Protection Adviser to join our team at Quilter Financial Planning. As a key member of our team, you will be responsible for providing high-quality mortgage advice and insurance solutions to our clients.Key Responsibilities:Meet performance targets and prospect for new business opportunitiesEffectively...