Financial planning administrator

Job role: Financial Planning Administrator  Salary: 25k  Location: Leicester 🌟 Join Our Dynamic Team as a Financial Planning Administrator 🌟 Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Administrator to join our growing team! My Client is committed to...

Job role: Financial Planning Adminstrator Salary: 25k Location: Leicester Join Our Dynamic Team as a Financial Planning Administrator Are you detail-oriented, organized, and passionate about supporting financial planning excellence? We are seeking a Administrator to join our growing team!My Client is committed to providing top-tier financial advice and...

Financial Planning Administrator OpportunityWe are seeking a skilled Financial Planning Administrator to join our dynamic team in Leicester. As a key member of our financial planning firm, you will provide exceptional client service and support to our Financial Planners.Key Responsibilities:Act as the primary point of contact for clients and Financial...

Financial Planning Administrator OpportunityWe are seeking a skilled Financial Planning Administrator to join our dynamic team in Leicester. As a key member of our financial planning firm, you will provide exceptional client service and support to our Financial Planners.Key Responsibilities:Act as the primary point of contact for clients and Financial...

Job role: Financial Planning AdministratorSalary: 23k-28k Location: LeicesterWhy Join Us?• Competitive salary• Workplace pension with provider and funds• 23 days holiday allowance, plus public holidays• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year• Private medical scheme following successful completion...

Benefits:25 days holiday plus bank holidays.Generous non-contributory group pension scheme, Free Parking On site Gym Fully office based NJR are currently working alongside a well established Independent Financial Advisers, who have had year on year growth. As a result of their continued growth now have an exciting opportunity for an ambitious and pro-active...

Financial Planning Administrator Competitive salary • Workplace pension with provider and funds • 23 days holiday allowance, plus public holidays • Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year • Private medical scheme following successful completion of 6 months probation • Hybrid working up to 1 day a...

Benefits:25 days holiday plus bank holidays.Generous non-contributory group pension scheme, Free Parking On site Gym Fully office based NJR are currently working alongside a well established Independent Financial Advisers, who have had year on year growth. As a result of their continued growth now have an exciting opportunity for an ambitious and pro-active...

Financial Planning Administrator Leicester **Salary**: up to 23,000 25 days holiday plus bank holidays. Generous non-contributory group pension scheme, Free Parking On site Gym NJR are currently working alongside a well established Independent Financial Advisers, who have had year on year growth. As a result of their continued growth now have an...

About the RoleMedlock Partners Ltd is seeking an experienced Financial Planning Administrator to join their dynamic team. As a key member of the team, you will be responsible for providing administrative support to the Financial Planners and Paraplanners.Key ResponsibilitiesProvide administrative support to the Financial Planners and Paraplanners, including...

Job role: Financial Planning Administrator Salary: 23k-28k Location: Leicester Why Join Us? Competitive salaryWorkplace pension with provider and funds23 days holiday allowance, plus public holidaysHoliday scheme allowing for purchase or sale of up to 5 days holiday entitlement per yearPrivate medical scheme following successful completion of 6 months...

Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...

Exciting Opportunity for a Junior Paraplanner / IFA AdministratorWe are seeking an experienced Financial Services Administrator to join our team as a Junior Paraplanner / IFA Administrator at our office in Kibworth. This is a rare opportunity to develop a rewarding career and progress to DipFS status.Key ResponsibilitiesIssuing reports and letters to...

IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.This role is crucial to the success of the business, providing invaluable support to the Paraplanning and Advice team, ensuring regulatory requirements are met, and business risk...

IFA Administrator RoleCapio Recruitment is working with a well-established IFA firm in Leicester, seeking an ambitious and driven IFA Administrator to join their Client Support Team.This role is crucial to the success of the business, providing invaluable support to the Paraplanning and Advice team, ensuring regulatory requirements are met, and business risk...

Our Client are a well-established firm of Independent Financial Planners who now have an excellent opportunity for an industry experienced Administrator to join their thriving team. This role will suit someone who has been working within the industry and who can demonstrate experience of administering Pensions & Investments. Our client offers a fantastic...

Client Relationship Manager OpportunityWe are seeking a highly organized and communicative Client Relationship Manager to join our team in Leicester. As a key member of our team, you will be responsible for managing and administering a portfolio of SIPP and SSAS pension schemes.Key Responsibilities:Provide exceptional client support and be the first point of...

Client Relationship Manager OpportunityWe are seeking a highly organized and communicative Client Relationship Manager to join our team in Leicester. As a key member of our team, you will be responsible for managing and administering a portfolio of SIPP and SSAS pension schemes.Key Responsibilities:Provide exceptional client support and be the first point of...

Role: IFA AdministratorLocation: LeicesterSalary: £24,000 - £28,000 (experience dependent)Capio Recruitment is working with a well-respected IFA firm in Leicester. For 40 years, they have provided client-centered excellence, deeply understanding client needs, and delivering solutions that suit them. They believe in thriving together, creating an enjoyable...

Job Role: Financial Planning AdministratorSalary: 25kLocation: LeicesterFinancial Planning Administrator OpportunityWe are seeking a detail-oriented and organized individual to support our financial planning team. The successful candidate will be responsible for preparing, reviewing, and processing financial planning documents, maintaining client records,...