Financial Planning Administrator
1 month ago
My client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:
- Acting as a first point of contact for clients and product providers
- Preparing meeting packs and client engagement letters for new clients
- Assisting financial planners with new business submissions
- Working with the Financial Planners to produce annual reviews for clients
- Use of provider systems to generate valuations
- Ensuring that new business is processed efficiently
- Completing anti money laundering checks on clients
- Submit letters of authority to providers
- Assisting the paraplanning team with client reviews
You will possess 2 years plus experience in a similar support role within the financial services sector - ideally from an IFA although experience from a provider will be considered. You will have excellent administration, communication and organisation skills along with a keen eye for detail and the ability to prioritise your workload. Good all-round knowledge of financial service products and compliance is also important.
This is a great opportunity to join one of the UK's most respected financial service / investment institutions offering a friendly working environment and a generous remuneration package.
-
Senior Financial Administrator
6 months ago
Birmingham, United Kingdom Affinity Financial Planning Full timeJob description PLEASE READ CAREFULLY. ONLY APPLY IF YOU HAVE TWO YEARS EXPERIANCE WORKING IN A FINANCIAL PLANNING OFFICE, IF NOT PLEASE DO NOT WASTE YOUR OR OUR TIME. **The business** A small boutique financial advisory business offering bespoke services to high and ultra high net-worth clients is looking to further enhance its back office delivery by...
-
Financial Services Consultant
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...
-
Financial Planning Administrator
6 months ago
Birmingham, United Kingdom Recruit UK Full time**Job Title**:Financial Planning Administrator **Industry**:Wealth Management **Location**:Birmingham City Centre **Salary**:£23,000 - £28,000 (negotiable on experience) **Job reference: 8961** Recruit UK are working with a prestigious wealth management firm in Birmingham and looking to bring on a Financial Planning Administrator to join their...
-
Financial Planning Administrator
6 months ago
Birmingham, United Kingdom Recruit UK Full time**Job Title**:Financial Planning Administrator **Industry**:Wealth Management **Location**:Birmingham City Centre **Salary**:£22,000 - £33,000 (negotiable on experience) **Job reference: 7850** Recruit UK are working with a prestigious wealth management firm that are relocating from London to Birmingham and looking to bring on a Financial Planning...
-
Financial Planning Administrator
2 weeks ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: Acting as a first point of contact for clients and product providers Preparing meeting packs and client engagement letters for new clients...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom CV-Library Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include: * Acting as a first point of contact for clients and product providers * Preparing meeting packs and client engagement letters for new...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...
-
Financial Planning Administrator
3 weeks ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...
-
Financial Planning Administrator
1 month ago
Birmingham, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...
-
Financial Services Administrator
6 months ago
Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Services Administrator** **Location: Midlands - Various locations** **Salary: £23,000 - £35,000 (depending on experience)** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the team at a highly respected...
-
Quilter Full-Time Financial Adviser Programme
2 weeks ago
Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
-
Quilter Full-Time Financial Adviser Programme
1 month ago
Birmingham, United Kingdom Quilter Financial Planning Full timeJob Description Quilter Full-Time Financial Adviser Programme Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial benefits, with scope for...
-
Quilter Full-Time Financial Adviser Programme
1 month ago
Birmingham, United Kingdom Quilter Financial Planning Full timeQuilter Full-Time Financial Adviser ProgrammeAre you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer:Flexibility around family and a good work/life balance.Excellent financial benefits, with scope for progression.Personal...
-
Financial Services Administrator
7 months ago
Birmingham, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Services Administrator** **Location: Birmingham and Surrounding Areas** **Salary: up to £32,000 depending on experience** **Hours - Full or Part -Time** **Are you an enthusiastic Financial Services Administrator eager for your next role? Could you fulfil a vital support function within a busy office?** You will be working as part of the...
-
Financial Planning Administrator
6 months ago
Birmingham, United Kingdom NJR Recruitment Full time**Financial Planning Administrator** **Birmingham** **Salary 22,000-25,000** **Free Parking, annual bonus, study support** NJR are currently working alongside a well-established Independent firm of Financial Planners, who have experienced year on year growth. As a result of their continued growth now have an exciting opportunity for an ambitious and...
-
Financial Planning Administrator, Birmingham
6 months ago
Birmingham, United Kingdom CleverHR Full time**Financial Planning Administrator, Birmingham** **£25k - £27k plus benefits** **We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.** With offices in the Midlands and London the firm continue to go from strength to strength and this...
-
Financial Planning Administrator
1 month ago
Birmingham, UK, West Midlands, United Kingdom Front Row Recruitment Full timeMy client is a leading name in the UK Financial Services and Investment Management sectors, and they currently seek an experienced Financial Planning Administrator to join their Birmingham team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new...
-
Financial Planning Administrator
6 months ago
Birmingham, United Kingdom Brevere Group Full time**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment, with hybrid working - 3 days per week from home?** Due to continued company growth providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services...
-
Advisory Solutions Specialist
2 weeks ago
Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time**Opportunity Summary:**We are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. This is an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis, developing and growing their career in a supportive environment.The ideal candidate will have proven experience as a financial...