Financial Administrative Assistant
2 weeks ago
Our client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.
They are currently recruiting an experienced Adviser Support Administrator to join their growing team.
About you
· Administration experience in a financial planning company for at least two years.
· Experience in processing authority letters and gathering data about a client’s investments, pensions and life assurance policies.
· Understanding of financial transactions including those related to investments, insurance policies, sales, fund switches, withdrawals.
· Financial administration qualifications would be advantageous.
· Comfortable using different types of technology and systems, including CRM and project management systems, and a range of investment.
Responsibilities
· Processing authority letters, and gathering financial data for new clients and annual reviews.
· Preparing application forms and client documentation.
· Processing financial transactions on platforms.
· Preparing client reviews, including gathering financial data, updating goals information and setting up meetings.
· Dealing with the post, emails and any correspondence relating to clients or their financial situation.
· Providing administrative support to the financial planners and paraplanners as required.
· Supporting clients with administrative queries and communication as required.
What is on offer
The opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.
The opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners.
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, Cheshire, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families. They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you · Administration experience in a financial planning company for at least...
-
Financial Administrative Assistant
3 weeks ago
Alderley Edge, UK, Cheshire, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families.They are currently recruiting an experienced Adviser Support Administrator to join their growing team. About you· Administration experience in a financial planning company for at least two...
-
Senior Administrator
5 months ago
Alderley Edge, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Senior Administrator** **Location**:Alderley Edge, Cheshire **Salary**:Highly Competitive with excellent benefits and bonus **Working as part of the team at an Appointed Representative of St. James’s Place Plc.** An excellent opportunity has arisen for a professional Senior Administrator to work within our existing team. You will be part of a...
-
Administrative Support Specialist
3 days ago
Alderley Edge, United Kingdom Bond Rec Full timeBond Rec is currently seeking a highly skilled and motivated Administrative Support Specialist to join their financial planning team.The ideal candidate will possess a minimum of two years of experience in administration, preferably in a financial planning company. A strong understanding of financial transactions, including investments, insurance policies,...
-
Financial Operations Coordinator
3 days ago
Alderley Edge, United Kingdom Bond Rec Full timeAre you an experienced administrator looking to advance your career in a dynamic financial planning firm?Bond Rec is recruiting a seasoned Adviser Support Administrator to join their growing team, providing exceptional support to financial planners and paraplanners.We are seeking a highly organized and efficient individual with at least two years of...
-
Adviser Support Administrator
3 days ago
Alderley Edge, United Kingdom Bond Rec Full timeDo you want to be part of a dynamic and supportive team that delivers exceptional financial planning advice to interesting and varied clients?Bond Rec is recruiting an experienced Adviser Support Administrator to join their growing team, providing administrative support to financial planners and paraplanners.The ideal candidate will possess a minimum of two...
-
Administrator
6 months ago
Alderley Edge, United Kingdom NEC Software Solutions Full timeCompany Description Come join us and make a difference in the world! We’re NEC Software Solutions (part of global tech giant NEC Corporation). While you read this ad, our software is helping to dispatch ambulances, support families, keep trains on the move, locate missing people and even test the hearing of newborn babies. Working with us, you’ll be...
-
Wealth Management Administrator
3 weeks ago
Alderley Edge, United Kingdom NJR Recruitment Full timeAn exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans. Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners...
-
Wealth Management Administrator
3 weeks ago
Alderley Edge, United Kingdom NJR Recruitment Full timeAn exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans. Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners...
-
Sales Support Administrator
2 days ago
Alderley Edge, United Kingdom NEC Software Solutions Full timeCompany DescriptionCome join us and make a difference in the world!Discover more at www.necsws.com NO AGENCIES PLEASEJob DescriptionAre you driven, organised, with great attention to detail, enjoy building valued relationships and making a difference? We have an opening for an Sales Support Administrator to work alongside the Account Support Team and...
-
Sales Support Administrator
2 days ago
Alderley Edge, United Kingdom NECSWS Full timeJob DescriptionAre you driven, organised, with great attention to detail, enjoy building valued relationships and making a difference? We have an opening for an Sales Support Administrator to work alongside the Account Support Team and Account Managers in our Alderley Edge Office. The role is an office based (hybrid) assisting Account Support and Account...
-
Financial Planning Support Specialist
4 days ago
Alderley Edge, United Kingdom Medlock Partners Full timeAs a Paraplanner with our client, a highly progressive and buoyant Firm of Independent Financial Planners, you will be working closely with a team of experienced professionals to deliver exceptional financial advice to clients.Job OverviewWe are seeking an enthusiastic and motivated Paraplanner to join our team in Cheshire. The successful candidate will have...
-
Enrolment Administrator
6 months ago
Alderley Edge, United Kingdom PMA LTD Full time**Job Title: Enrolment Administrator** **PMA** The Old Post Office 1 Macclesfield Road Alderley Edge Cheshire, SK9 7BQ **Full time: 37.5 hours per week** **Monday to Friday 9am to 5pm ( 30 minutes for lunch)** **PLEASE NOTE: you must be able to commute to the location, or relocating (PMA are unable to offer any relocation support)** We have an exciting...
-
Sales Order Administrator
6 months ago
Alderley Edge, United Kingdom NEC Software Solutions Full timeCompany Description Come join us and make a difference in the world! **NO AGENCIES PLEASE** **Job Description**: This is an office based role working within the Sales Order & Disputes Management Team. The Sales Order Administrator role, plays a critical part in processing the Customers Contractual Data into our SAP financial system, that results in...
-
Merchandising Admin Assistant
5 months ago
Alderley Edge, United Kingdom CurrentBody Full timeCurrentBody is seeking a Merchandising Admin Assistant to join our team. As a global e-commerce company specializing in beauty devices, we are passionate about providing safe and clinically proven products to individuals worldwide. In this role, you will support the merchandising team in managing stock and ensuring the availability of products to meet...
-
Assistent Ambtelijk Secretaris
3 weeks ago
Alderley Edge, Cheshire, United Kingdom Bond Rec Full timeOur client is an a Cheshire based Chartered Financial Planning firm that focuses on goals-based holistic financial planning, for high net worth individuals and families. Administration experience in a financial planning company for at least two years. · Experience in processing authority letters and gathering data about a client’s investments, pensions...