Financial Planning Administrator

15 hours ago

Haywards Heath, United Kingdom CV-Library Full time

Recruit Wealth are representing a highly successful, independent, Financial Planning business who are currently looking to recruit a Financial Planning Administrator to join their brilliant team.

Our client is modern and highly ethical business where client outcomes are at the forefront of everything they do. They deal with private clients/individuals relating to pension, investment advice working towards ensuring financial security with their expert guidance.

The practice is recognised as a leading, independent Financing Planning business in the area with an enviable reputation. Staff retention and well-being are second to none.

You will be working alongside experienced team members offering administration support to the Paraplanners & Financial Planners.

Overview of the role is detailed below:

* Delivering the highest possible level of client service, consistent with developing and maintaining outstanding relationships

* Preparing documentation packs for Advisers ahead of client reviews and new client meetings

* Processing letters of authority and subsequent information requests

* Keeping client records updated at all times, updating client plan data and scanning any policy details or correspondence to client files

* Extracting information from platforms on portfolios and fund/plan performance

* Preparation of correspondence including letters and emails

* Assisting with both incoming and outgoing post

* Ensure that financial transactions are completed correctly and files are fully FCA compliant

* Assist with the arrangement of client meetings when required

* Sharing responsibility of answering inbound calls and greeting visitors

* Calling clients to provide timely updates on the status of their cases

* Project work and other ad-hoc tasks

Skills, knowledge and experience:

* Polite, courteous and professional in conduct

* Excellent telephone manner

* Ability to compose well written client emails and letters using accurate grammar

* Experience in Financial Services and/or professional industry would be advantageous

* A good base knowledge of IT systems including MS Office applications

* An ability to pick up technical knowledge and systems quickly

* Good attention to detail

* Strong organisational skills and ability to work independently

* Energy, enthusiasm and drive

* Flexible attitude with strong agile thinking

* Good team player

The business offers a rewarding career for all their staff with excellent management support, regular appraisals alongside annual salary reviews.

This is a superb opportunity and one that can cater for training, development, progression, exam support and a potential route to Paraplanning if desired.

Recruit Wealth have supported the business for many many years, we hold the practice in extremely high regard.

An excellent salary, company benefits and superb modern offices are all available.

Please apply to us here at Recruit Wealth for an immediate response

  • Financial Planning Coordinator

    2 days ago

    Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning AdministratorArtemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in Haywards Heath. This part-time position will involve working closely with financial advisers to assist with financial planning and administration tasks.Key Responsibilities:Establish and...

  • Financial Planning Coordinator

    2 days ago

    Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Planning AdministratorArtemis Recruitment Consultants Ltd is seeking a highly organized and detail-oriented Financial Planning Administrator to join their team in Haywards Heath. This part-time position will involve working closely with financial advisers to assist with financial planning and administration tasks.Key Responsibilities:Establish and...

  • Financial Planning Coordinator

    2 weeks ago

    Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our practice, you will play a vital role in supporting our financial advisers and ensuring the smooth delivery of our services.Key ResponsibilitiesMaintain accurate and up-to-date...

  • Financial Planning Coordinator

    2 weeks ago

    Haywards Heath, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our practice, you will play a vital role in supporting our financial advisers and ensuring the smooth delivery of our services.Key ResponsibilitiesMaintain accurate and up-to-date...

  • Financial Administrator

    3 months ago

    Haywards Heath, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: GOL00J4 The Goldbridge 3 Kleinwort Close Haywards Heath West Sussex RH16 4BQ Location Status : On site Salary Amount : £24,960 - £32,448 ** Description**:** Job title: Financial Administrator** **Location: The Goldbridge Care Home, 3 Kleinwort Close, Haywards...

  • Ifa Administrator

    4 months ago

    Haywards Heath, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

  • Ifa Administrator

    3 months ago

    Haywards Heath, United Kingdom Cranleigh Personnel Full time

    **Job title: IFA Administrator / Wealth Planning Administrator** **Location: Haywards Heath** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. **Information on the role/company** Our...

  • Junior Financial Services Administrator

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK.This is a fantastic opportunity for an individual to support a successful IFA and work within a team of Sales support professionals.We are looking for an experienced Administrator, however, we will consider limited...

  • Junior Financial Services Administrator

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK.This is a fantastic opportunity for an individual to support a successful IFA and work within a team of Sales support professionals.We are looking for an experienced Administrator, however, we will consider limited...

  • Junior Financial Services Administrator

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Astral Recruitment Full time

    Astral Recruitment is seeking an experienced Financial Services Administrator to join a successful and established IFA firm based in the UK.This is a fantastic opportunity for an individual to support a successful IFA and work within a team of Sales support professionals.We are looking for an experienced Administrator, however, we will consider limited...

  • Financial Administrator

    2 weeks ago

    Haywards Heath, West Sussex, United Kingdom Clearline Recruitment Ltd Full time

    {"Job Title": "Legal Accounts Assistant", "Location": "Haywards Heath", "Salary": "£28,000 - £32,000 depending on experience", "Full Time": "Monday - Thursday, 9am-6pm, Friday 9am-5pm", "Job Description": "About the RoleWe are seeking a highly organized and detail-oriented Legal Accounts Assistant to join our team at Clearline Recruitment Ltd. As a key...

  • Financial Administrator

    2 weeks ago

    Haywards Heath, West Sussex, United Kingdom Clearline Recruitment Ltd Full time

    {"Job Title": "Legal Accounts Assistant", "Location": "Haywards Heath", "Salary": "£28,000 - £32,000 depending on experience", "Full Time": "Monday - Thursday, 9am-6pm, Friday 9am-5pm", "Job Description": "About the RoleWe are seeking a highly organized and detail-oriented Legal Accounts Assistant to join our team at Clearline Recruitment Ltd. As a key...

  • Strategic Financial Planning Analyst

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Edenbrook Full time

    Edenbrook is seeking a highly skilled Strategic Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in defining, analyzing, and executing business change strategies.As a Strategic Financial Planning Analyst, you will be responsible for:Business Analysis: Review current and target...

  • Strategic Financial Planning Analyst

    3 weeks ago

    Haywards Heath, West Sussex, United Kingdom Edenbrook Full time

    Edenbrook is seeking a highly skilled Strategic Financial Planning Analyst to join our team. As a key member of our finance department, you will play a critical role in defining, analyzing, and executing business change strategies.As a Strategic Financial Planning Analyst, you will be responsible for:Business Analysis: Review current and target...

  • Business Administrator

    4 months ago

    Haywards Heath, United Kingdom Nuffield Health Full time

    HEAD OFFICE Business Administrator **Business Administrator** Haywards Heath Hospital | Finance | Permanent contract | Full time Up to £21,762.00 pro rata, dependent on experience 15 hours a week Nuffield Health is Britain’s largest not-for-profit healthcare organisation. Join us as a Business Administrator in our Haywards Heath Hospital and play...

  • Financial Administrator

    1 week ago

    Haywards Heath, United Kingdom First Recruitment Services Full time

    Accounts Assistant - Legal SectorWe are assisting our legal client in recruiting an experienced Accounts Assistant to join their team at their offices in Haywards Heath. This role is available due to continued expansion within the department and organisation.Key Responsibilities:Invoicing and payment processingReceiving, checking, and paying consultant...

  • Financial Administrator

    1 week ago

    Haywards Heath, United Kingdom First Recruitment Services Full time

    Accounts Assistant - Legal SectorWe are assisting our legal client in recruiting an experienced Accounts Assistant to join their team at their offices in Haywards Heath. This role is available due to continued expansion within the department and organisation.Key Responsibilities:Invoicing and payment processingReceiving, checking, and paying consultant...

  • Financial Services Administrator

    4 months ago

    Haywards Heath, United Kingdom Hurst Point Group Full time

    **Looking to for a job where you can gain the skills, experience, and qualifications to start a career in financial services?*** **If you are a detail oriented, client focussed, friendly administrator, who loves to learn, then this could be the perfect role for you.** **Where do you fit in?** Youll carry out regulatory checks and update everyone involved,...

  • Finance and Administration Coordinator

    4 months ago

    Haywards Heath, United Kingdom Claimont Health Full time

    **Finance and Administration Coordinator** **Haywards Heath hybrid working** **Full-time Monday to Friday** **£25,000 to £27,000 per annum (depending on experience)** Are you a financial whizz with a flair for administration? We are a successful Mental Health and Complex Care provider looking for a Financial and Administrative Coordinator to join our...

  • Administrator

    3 months ago

    Haywards Heath, United Kingdom Nuffield Health Full time

    HEAD OFFICE Administrator **Administrator - Outpatient Department** Haywards Heath Hospital | Customer | Permanent | Full time Up to £24,000 depending on skills and experience 37.5 hours per week Our team in our Haywards Heath Hospital currently have an opportunity for an Administrator. Continue your journey with us whilst we’ll support you to be...