Financial Planning Administrator

2 weeks ago


London, Greater London, United Kingdom Premier Jobs UK Limited Full time
Financial Planning Administrator Job Description

This Financial Planning Administrator role is well-suited to career-minded individuals seeking a part-time position. The successful candidate will provide administrative support to a busy Financial Adviser, assisting with tasks to increase funds under management while maintaining excellent client service.

About the Company

Premier Jobs UK Limited is a highly regarded wealth management firm offering advice to private and corporate clients. The company has a strong track record of growth, providing excellent training and development opportunities for its ambitious staff.

Key Responsibilities
  • Support the Financial Adviser with administrative tasks to ensure seamless client journeys.
  • Undertake typical administrative duties, including data entry, document management, and correspondence.
  • Assist with client onboarding, including data collection and verification.
  • Provide exceptional customer service to clients, responding to queries and resolving issues promptly.
Requirements
  • Current Financial Planning Administrator or equivalent experience.
  • Individuals working towards their Diploma in Financial Planning are preferred.
Benefits
  • Salary of £27,000 (FTE) plus potential bonus.
  • Hybrid working considered.
  • Part-time role with flexibility to structure hours.
  • Dynamic environment with a great team working ethic.


  • London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a Financial Planning Associate, you will play a vital role in supporting our financial planners and providing exceptional client service.Key Responsibilities:Manage the full client review...


  • London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a Financial Planning Associate, you will play a vital role in supporting our financial planners and providing exceptional client service.Key Responsibilities:Manage the full client review...


  • City of London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Join Elmstone Financial Planning as a Wealth AdministratorLocation - Remote or City of LondonSalary - £16,800 - £30,000 based on experience / days worked. This is a role for 3 days a week but potential for full time role for the right candidate.Are you an enthusiastic Wealth Administrator eager for your next role? Could you fulfill a vital support function...


  • City of London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Join Elmstone Financial Planning as a Wealth AdministratorLocation - Remote or City of LondonSalary - £16,800 - £30,000 based on experience / days worked. This is a role for 3 days a week but potential for full time role for the right candidate.Are you an enthusiastic Wealth Administrator eager for your next role? Could you fulfill a vital support function...


  • London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...


  • London, Greater London, United Kingdom Elmstone Financial Planning Full time

    Job Title: Financial Planning AssociateWe are seeking a highly motivated and organized Financial Planning Associate to join our team at Elmstone Financial Planning. As a key member of our team, you will be responsible for providing exceptional support to our Financial Planners, ensuring seamless delivery of our financial services to clients.Key...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time £50,000

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Quilter Financial Planning. As a Financial Adviser, you will play a key role in providing expert financial advice to our clients, helping them achieve their long-term financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Assistant OpportunityWe are seeking a talented and ambitious Financial Planning Assistant to join our team at Financial Divisions. As a key member of our team, you will provide administrative support to our high-achieving adviser, assisting with the development of complicated financial planning solutions and investment selection/portfolio...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About Hays Financial GroupHays Financial Group is a leading business that offers a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.Job SummaryWe are seeking a skilled Mortgage & Protection Adviser to join our team on an employed or self-employed basis. The ideal candidate...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About Hays Financial GroupHays Financial Group is a leading business that offers a range of services including mortgage planning, investment and pension planning, protection advice, and insurance to numerous clients.Job SummaryWe are seeking a skilled Mortgage & Protection Adviser to join our team on an employed or self-employed basis. The ideal candidate...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityFinancial Divisions is seeking a talented and dynamic individual to join their team as a Financial Administrator. This role offers an exciting opportunity to work with a team of professionals in a vibrant and dynamic environment.Key Responsibilities:Provide administrative support to the Financial Planning teamProcess new...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a skilled Financial Administrator to join our team at Financial Divisions. As a key member of our wealth management team, you will provide administrative support to our Partners and clients, handling complex cases and managing client relationships.Key Responsibilities:Support Partners with technical-level...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...


  • London, Greater London, United Kingdom Financial Divisions Full time

    Financial Planning Assistant OpportunityA progressive role has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA...