Financial Planning Administrator Role
3 weeks ago
Recruit UK | Certified B Corp™ is working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to find a talented Financial Planning Administrator.
This is an excellent opportunity to join a dynamic team and contribute to the success of a company with £1bn of assets under management.
As a Financial Planning Administrator, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Paraplanners.
The company offers a competitive salary, up to £28,000, and a range of benefits, including 25 days holiday + BH + option to buy more, two fundraising days in a year to give back to the community (fully paid), health membership, offering discounted leisure and travel and refunds on medical services, and pension contribution.
The ideal candidate will have experience in Financial Services Administration, preferably from within the wealth management or investment sector, and basic Compliance and regulatory knowledge.
Key responsibilities include providing support to Financial Planners and Paraplanners, maintaining accurate records and databases, and communicating effectively with clients and colleagues.
If you are a motivated and organized individual with a passion for Financial Services, we encourage you to apply for this exciting opportunity.
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Financial Planning Administrator Role
2 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeFinancial Planning Administrator RoleAt Recruit UK, we are working with a leading Financial Planning and Private Client Investment Management company based in Sheffield on a Financial Planning Administrator role.This is an excellent opportunity for a skilled individual to join their team and contribute to their success.Key Responsibilities:Participate in all...
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Financial Planning Administrator
1 month 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
1 month 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
4 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 Services Administration Manager
4 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
1 month 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
1 month 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
1 month 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.The company is an award-winning...
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Financial Planning Administrator
1 month 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.The company is an award-winning...
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Financial Planning Administrator
4 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
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield.As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our...
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Financial Planning Administrator
3 weeks 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
4 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
4 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 | Certified B Corp™ Full timeAt Recruit UK | Certified B Corp™, we're working with a leading Financial Planning and Private Client Investment Management company based in Sheffield to find a talented Financial Planning Administrator to join their team.This exciting opportunity will see you participate in all aspects of client service administration, providing support to a growing team...
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Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our Financial Planners and Paraplanners.Responsibilities will...
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Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service and administrative support to our Financial Planners and Paraplanners.Responsibilities will...
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Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service administration and supporting our growing...
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Financial Planning Administrator
4 weeks ago
Sheffield, Sheffield, United Kingdom Recruit UK | Certified B Corp™ Full timeExciting Opportunity at Recruit UK | Certified B CorpWe are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Recruit UK | Certified B Corp in Sheffield. As a key member of our Financial Planning support team, you will play a vital role in providing exceptional client service administration and supporting our growing...
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Financial Planning Administrator
3 weeks ago
Sheffield, Sheffield, United Kingdom Tempest Jones Full timeAbout the RoleA new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Sheffield office.As a key member of the team, you will provide full administrative support to financial planners who give advice on pensions, investments, and protection to both individuals and business owners.Key...