Financial Planning Coordinator
4 days ago
We are working with a multi-office Wealth Management firm, recognized for its excellent service and being one of the best employers in the Financial Advice profession.
The firm has an opportunity for a Financial Planning Administrator to join their team, working closely with Financial Planners to deliver expert advice to clients.
Key Responsibilities:- Speaking to clients and preparing documentation for client meetings
- Maintaining records and speaking to 3rd party providers
- Salary up to £32,000 (dependent on skill set and experience)
- No maximum holiday allowance
- Hybrid working
- Opportunity to be part of a dynamic, modern team/company
- Well-being initiatives
- Support with professional development
- Exam support
- Previous experience working as a financial planning administrator
- Excellent written and verbal communication skills
- Working towards the Level 4 Diploma in Financial Planning (desirable)
As specialists in financial services recruitment, we bring unique expertise, insight, and connections to match you with your perfect position.
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Financial Planning Coordinator
3 weeks ago
Derby, Derby, United Kingdom Recruit UK Full timeJob Title: Financial Planning Coordinator Industry: Financial Services Location: UK Salary: Up to £32,000 Job Type: Full-time We are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK. As a Financial Planning Coordinator, you will play a pivotal role in supporting our Financial Planners to deliver expert advice to clients....
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Financial Planning Coordinator
3 weeks ago
Derby, Derby, United Kingdom Recruit UK Full timeJob Title: Financial Planning Coordinator Industry: Financial Services Location: UK Salary: Up to £32,000 Job Type: Full-time We are seeking an experienced Financial Planning Coordinator to join our team at Recruit UK. As a Financial Planning Coordinator, you will play a pivotal role in supporting our Financial Planners to deliver expert advice to clients....
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Financial Planning Specialist
3 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are a leading UK advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our...
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Financial Planning Specialist
3 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeAbout Quilter Financial AdvisersWe are a leading UK advisory business dedicated to providing expert financial planning services to individuals. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to join our...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
1 week ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
1 week ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.Key Responsibilities:Develop and implement personalized financial...
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Financial Planning Specialist
1 week ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.Key Responsibilities:Develop and implement personalized financial...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.Key Responsibilities:Develop and implement personalized financial...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.Key Responsibilities:Develop and implement personalized financial...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
1 week ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business within the support of our established brand.Key Responsibilities:Develop and implement personalized financial...
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Financial Planning Specialist
2 weeks ago
Derby, Derby, United Kingdom Quilter Financial Advisers Full timeUnlock Your Potential as a Self-Employed Financial AdviserAt Quilter Financial Advisers, we're dedicated to helping individuals achieve their financial goals. As a self-employed financial adviser, you'll have the freedom to build your own business while leveraging the power of our industry-leading brand.Key Responsibilities:Develop and implement personalized...
