Financial Planning Administrator

Join Our TeamPerspective Financial Group Ltd is seeking a highly motivated and experienced Financial Administrator to join our busy Worthing office.About the RoleThis exciting opportunity involves providing high-quality administrative support to our team, including responding to client queries and maintaining accurate records.Key ResponsibilitiesThe...

We are currently seeking a skilled Administrative Assistant - Financial Planning to join our team at Artemis Recruitment Consultants Ltd. This position offers a competitive salary of £22,000 - £28,000 per annum.About the Job:In this role, you will provide administrative support to our Financial Advisers, assisting them in delivering high-quality financial...

Company OverviewPerspective Financial Group Ltd is a market-leading wealth management company with a successful administration team.Salary and BenefitsA competitive salary will be offered, dependent on experience and qualifications. Additional benefits include 25 days holiday (rising with length of service), Bank Holidays, Birthday Leave, Holiday Purchase...

About Perspective Financial Group LtdWe are a leading wealth management company dedicated to delivering exceptional financial planning services to our clients.Salary InformationA salary in the range of £25,000 - £35,000 per annum, depending on experience and qualifications, will be offered.Key ResponsibilitiesThe successful candidate will be responsible...

We are seeking a highly motivated and experienced Financial Administrator to join our team at a Market Leading Wealth Management Company. The successful candidate will provide high-quality administrative support, act as the point of contact for client queries, and liaise with product providers.Job RequirementsPrompt and accurate production of business...

**Role Overview:** Administrative Support ProfessionalWe are seeking an experienced and organized Administrative Support Professional to join our dynamic team. As a key member of the administration team, you will be responsible for providing high-level administrative support to our clients and ensuring that all financial planning client administration is...

At Artemis Recruitment Consultants Ltd, we are seeking a highly skilled Financial Services Administrator to join our team. This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the success of our organization.The estimated salary for this role is £25,500 - £28,000 per annum, depending on...

Job OverviewWe are currently recruiting for a reputable National Financial Planning practice seeking an experienced IFA Administrator to join their team in the Worthing office. This role offers an exciting opportunity to provide pre and post-sales support to financial advisers, ensuring client documentation is accurately processed within required time scales...

We are seeking a highly skilled and experienced Financial Administrator to join our team at CV-Library in East Grinstead, West Sussex. As a family-run business continues to grow and expand its operations, this role offers an exciting opportunity for professionals with expertise in cloud accounting software.Key ResponsibilitiesPreparing annual accounts from...

Estimated salary: £28,000 - £35,000 per annum.Company OverviewAustin Fraser is representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for an experienced Administrator to join their regional Worthing offices.Salary and BenefitsThe successful candidate will receive a competitive...

Astrum Recruitment is assisting a leading financial services company in finding a skilled Administrator to work closely with their IFA team.The ideal candidate will have experience as a FS Administrator or Junior Paraplanner and be able to provide administrative support in a fast-paced environment.Salary: Up to £30,000 per annum, depending on experience....

We are recruiting for a dedicated and organized Administrative Support Officer to join our wealth management team in Worthing.About Our Company:We are a rapidly expanding, national Financial Planning & Wealth Management business with a strong presence across the UK.We pride ourselves on being a modern, highly ethical, and rewarding employer who offers...

Job SummaryWe are seeking an experienced Senior Financial Administrator to join our team at Durrington Multi Academy Trust. As a key member of our finance department, you will be responsible for providing financial guidance and support to staff, and ensuring the school's financial health and sustainability.The successful candidate will have a strong...

**Job Summary:** Wealth Management Team MemberWe are seeking a highly motivated and organized Wealth Management Team Member to join our team. As a key member of the wealth management team, you will be responsible for providing high-quality administrative support to our clients and ensuring that all financial planning client administration is carried out in...

Financial Client ExecutiveWe are seeking an experienced Financial Client Executive to join our team in Worthing. As a key member of our financial planning team, you will provide efficient administrative support to clients and senior members of staff.Job Summary:Support several Financial Advisers with administration for the financial planning...

We are currently seeking an experienced Customer Services Administrator to join our team on a temporary basis due to maternity leave. The ideal candidate will have excellent communication and organizational skills.The successful candidate will be responsible for assisting customers and brokers with enquiries via email, telephone and online live help / chat,...

About PRAGMA FINANCE LTDWe are a leading finance company seeking an experienced Management Accountant / Finance Manager to join our team. The ideal candidate will oversee financial operations, ensuring accuracy and reliability of financial information.Key Responsibilities:Develop and implement effective financial reporting and analysis strategies.Prepare...

Administrative Support SpecialistArtemis Recruitment Consultants Ltd is looking for an Administrative Support Specialist to join their team in Worthing. This role is integral to providing a first-class service to our financial planning clients.Key Responsibilities:Arrange team meetings, client meetings, and appointmentsManage post for adviser teamsAdminister...

Are you a highly organized and efficient individual looking to start your career in financial services? We are seeking an experienced Administrator to join our regional Worthing offices, working for one of the UK's fastest growing national Financial Planning & Wealth Management businesses.About the Role:We require an individual to prepare correspondence...

Financial Services Assistant - HousingWe're seeking a skilled administrator to join our team in South West England, supporting the council's housing department. As a Financial Services Assistant, you'll focus on the effective administration of direct debit processes, ensuring accurate, timely rent payments for housing tenants. This is an exciting opportunity...