Financial Planning Administrator

Job DescriptionMy client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting...

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Acting as a first point of contact for clients and product providersPreparing meeting packs and client...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

The role of Financial Planning Administrator at our client, an established and highly regarded Independent Wealth Manager, involves being a first point of contact for clients and product providers. Responsibilities include preparing meeting packs, client engagement letters, and assisting financial planners with new business submissions.You will possess 2...

IFA Administrator OpportunityAt Heat Recruitment, we are seeking a skilled and detail-oriented IFA Administrator to join our team. The ideal candidate will have previous experience in a Financial Planning environment and excellent communication skills.Key Responsibilities:Provide administrative support to Financial Advisors and ParaplannersManage complex...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly 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...

My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:Acting as a first point of contact for clients and product providersPreparing meeting packs and client engagement letters for new clientsAssisting financial planners...

Do you only want to go into the office once a week? You will have previous experience within a Financial Planning environment. Home working - once a week (More for training/onboarding) * Pension * 25days holiday plus bank holiday * Previous experience within a financial planning practice * Additionally, refer a friend or colleague to us and receive...

Financial Planning Administrator OpportunityOur client, a respected Independent Wealth Manager, is seeking an experienced Financial Planning Administrator to join their team. The successful candidate will assist financial planners with new business submissions, produce annual reviews for clients, and complete anti-money laundering checks. A strong...

Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing. I have met the Directors...

Financial Planning Administrator RoleOur client, a reputable Independent Wealth Manager, is seeking an experienced Financial Planning Administrator to join their team. The successful candidate will be responsible for:Providing exceptional administrative support to financial plannersPreparing meeting packs and client engagement lettersAssisting with new...

About Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...

About Attivo GroupAttivo Group is a leading provider of independent lifestyle financial planning services. Our team of experienced financial planners and support staff are dedicated to delivering exceptional results for our clients.Job Title: Financial Planning AdministratorWe are seeking a highly skilled Financial Planning Administrator to join our team. As...

**Job Title**: Financial Administrator **Industry**: Financial Planning **Location**:Newbury **Salary**:Up to £35,000 (negotiable depending on experience) **Job reference**:8881 Recruit UK is working with a highly-regarded financial planning firm in Newbury, looking for a passionate administrator to join their dynamic team. Duties will include...

Front Row Recruitment is seeking an experienced Financial Planning Administrator to join their team. The ideal candidate will have 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Act as a first point of contact for clients and product providersPrepare meeting packs and client engagement...

Front Row Recruitment is seeking an experienced Financial Planning Coordinator to support their friendly team at an established and highly regarded Independent Wealth Manager. The ideal candidate will possess 2 years plus IFA Administration experience and be familiar with the "Intelligent Office" system.Key Responsibilities:Acting as a first point of contact...

Job Title: IFA AdministratorAbout the Role:We are seeking an experienced IFA Administrator to join our team at Heat Recruitment Ltd. As an IFA Administrator, you will provide administrative support to our financial planning team, working from home once a week and in the office for training and onboarding.Key Responsibilities:Provide administrative support to...