Current jobs related to Financial Planning Administrator - Trowbridge, Wiltshire - RECRUITMENT REBELLION LTD

  • Financial Planning Administrator

    2 months ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    About UsRecruitment Rebellion Ltd is a dynamic and growing financial planning company seeking a highly skilled and organized individual to join our team.Job SummaryWe are looking for a detail-oriented and communicative Financial Planning Administrator to support our sales team. The ideal candidate will have exceptional presentation, communication, and...

  • Financial Planning Administrator

    2 months ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    About UsRecruitment Rebellion Ltd is a dynamic and growing financial planning company seeking a highly skilled and organized individual to join our team.Job SummaryWe are looking for a detail-oriented and communicative Financial Planning Administrator to support our sales team. The ideal candidate will have exceptional presentation, communication, and...

  • Financial Planning Assistant

    1 month ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    Job Title: IFA AdministratorWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator. As a key member of our sales support team, you will be responsible for providing exceptional administrative support to our financial planning team.Key Responsibilities:Provide administrative support to our financial planning...

  • Financial Planning Assistant

    1 month ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    Job Title: IFA AdministratorWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator. As a key member of our sales support team, you will be responsible for providing exceptional administrative support to our financial planning team.Key Responsibilities:Provide administrative support to our financial planning...

  • Financial Planning Assistant

    1 month ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    Job OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.About the Role:Provide exceptional support to our sales teamAssist with administrative tasks and data entryDevelop strong relationships with clients and colleaguesRequirements:Excellent communication and presentation skillsExperience in...

  • Financial Planning Assistant

    1 month ago

    Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time

    Job OpportunityWe are seeking a highly organized and communicative individual to join our team as an IFA Administrator.About the Role:Provide exceptional support to our sales teamAssist with administrative tasks and data entryDevelop strong relationships with clients and colleaguesRequirements:Excellent communication and presentation skillsExperience in...

  • Financial Services Coordinator

    1 month ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Financial Services AdministratorOur client, a growing financial services practice, is seeking a dedicated and organized Administrator to join their Service Team. As a key member of the team, you will be responsible for providing administrative support to the Client Services Manager and contributing to the company's growth and development.Key...

  • Financial Services Coordinator

    1 month ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Financial Services AdministratorOur client, a growing financial services practice, is seeking a dedicated and organized Administrator to join their Service Team. As a key member of the team, you will be responsible for providing administrative support to the Client Services Manager and contributing to the company's growth and development.Key...

  • Financial Services Coordinator

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time £30,000

    Financial Services Administrator RoleWe are seeking a highly skilled and experienced Financial Services Administrator to join our dynamic team at CMD Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial services practice.Key Responsibilities:Communicating with policy providersFacilitating the...

  • Financial Services Coordinator

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Full time £25,000 - £30,000

    Financial Services AdministratorThrive Group is seeking a skilled Financial Services Administrator to support their growing financial planning practice. The ideal candidate will have previous experience working within financial services, specifically in pensions, investments, or insurance.Key Responsibilities: Collate and organize client policy information...

  • Financial Services Coordinator

    1 month ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Financial Services AdministratorOur client, a growing financial services practice, is seeking a dedicated and organized Administrator to join their Service Team. As a key member of the team, you will be responsible for providing administrative support to the Client Services Manager and contributing to the company's growth and development.Key...

  • Financial Services Coordinator

    1 month ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Financial Services AdministratorOur client, a growing financial services practice, is seeking a dedicated and organized Administrator to join their Service Team. As a key member of the team, you will be responsible for providing administrative support to the Client Services Manager and contributing to the company's growth and development.Key...

  • Financial Services Coordinator

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Full time

    Thrive Trowbridge is seeking a skilled Financial Services Administrator to support their financial planning practice.Key responsibilities include: Collating and organizing client policy information Corresponding with policy holders and other stakeholders Providing administrative support to paraplanners and advisors Maintaining accurate records and filesThis...

  • Financial Planning Specialist

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Direct Response Employment Services Full time £40,000 - £50,000

    bJob Summary:/bbrbrDirect Response Employment Services is pleased to be supporting our award-winning client in the recruitment of a skilled paraplanner to join their team on a permanent basis.brbrAs a paraplanner, you will have previous industry experience and be joining a professional and qualified team. Upon joining, you will benefit from a structured...

  • Financial Services Coordinator

    2 weeks ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Full time

    Financial Services Administrator RoleThrive Group is seeking a skilled Financial Services Administrator to support their growing financial planning practice. The ideal candidate will have previous experience working within financial services, preferably in pensions, investment, or insurance. A background supporting an IFA is also desirable.Key...

  • Financial Services Coordinator

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Full time

    Job DescriptionThrive Trowbridge is seeking a highly organized and detail-oriented Financial Services Administrator to support their growing financial planning practice.Key Responsibilities:Collate and organize client policy informationCorrespond with policyholders and other stakeholdersProvide administrative support to Paraplanners and...

  • Financial Services Coordinator

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Careers Full time

    Thrive Group Careers is seeking a skilled Financial Services Administrator to support the growth of our financial planning practice. The ideal candidate will have previous experience working within financial services, specifically in pensions, investments, or insurance.The successful candidate will be responsible for:Collating and organizing client policy...

  • Financial Services Coordinator

    5 days ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Careers Full time

    Thrive Trowbridge is a growing financial planning practice seeking a Financial Services Administrator to support their team on a permanent basis.This role involves working closely with Paraplanners and Advisors to collate and organise client policy information.Key responsibilities include:Corresponding with policy providers on behalf of clientsSubmitting new...

  • Financial Services Coordinator

    1 week ago

    Trowbridge, Wiltshire, United Kingdom Thrive Group Full time

    About the Role:Thrive Group is seeking a skilled Financial Services Administrator to support their growing financial planning practice. The ideal candidate will have previous experience working within financial services, specifically in pensions, investments, or insurance.Key Responsibilities:Collate and organize client policy informationCorrespond with...

  • Financial Services Coordinator

    1 month ago

    Trowbridge, Wiltshire, United Kingdom CMD Recruitment Full time

    Financial Services AdministratorAre you a skilled administrator looking to join a dynamic and growing financial services practice? We are seeking a dedicated and organized individual to join our Service Team as a Financial Services Administrator.About the Role:We are a small but established company with big ambitions, and we are looking for someone who is...

Financial Planning Administrator

2 months ago

Trowbridge, Wiltshire, United Kingdom RECRUITMENT REBELLION LTD Full time
Job Overview

We are seeking a highly organized and communicative Administrative Assistant to join our team at RECRUITMENT REBELLION LTD. As a key member of our financial planning team, you will provide exceptional support to our sales team and contribute to the growth and success of our company.

Key Responsibilities:

  • Provide administrative support to our sales team, including data entry, filing, and record-keeping.
  • Assist with sales support activities, such as preparing sales materials and presentations.
  • Develop and maintain accurate and up-to-date records and databases.
  • Communicate effectively with internal and external stakeholders, including clients and colleagues.

Requirements:

  • Exceptional organizational and communication skills.
  • Experience in financial services or a related field.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Strong attention to detail and ability to maintain confidentiality.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.