Financial Planning Administrator

**Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

**About us** Oyster Wealth Planning Ltd is a small business in Sheffield. We are agile, professional, innovative, and our goal is to work with High Net Worth Individuals and SME Directors in the surrounding counties as holistic Chartered Financial Planners. Our work environment includes: - Modern office setting - Growth opportunities Apprenticeship: This...

My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the...

Are you a highly organized and detail-focused individual looking for a challenging role in financial services? We are seeking an experienced IFA Administrator to join our team at Lime People Search & Select Ltd, based in Sheffield. The successful candidate will have 1-3 years of experience working as an Administrator within a Financial Planning / Financial...

We are working with a financial firm based in Sheffield who are looking to recruit their next Financial Planning Administrator. Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. **Key duties and responsibilities**: - Maintaining client records - Supporting client journey -...

Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Sheffield offices. **Specific Responsibilities**: The key duties of the role are listed below. Due to the nature of the business, the role may also include additional responsibilities considered reasonable: - Assisting...

Financial Planning Administrator Sheffield NJR Recruitment is representing a highly regarded Wealth Management organisation that is based in the Sheffield area. Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both Private Clients and Business Owners. An exciting, and newly created...

Role Overview: We are seeking a skilled Financial Advisor to join our team at Quilter Financial Advisers, a leading UK advisory business dedicated to helping individuals achieve their financial goals.Key Responsibilities:Financial Planning: Develop and implement personalized financial plans to help clients achieve their objectives.Client Relationships:...

**IFA Administrator - Sheffield** A fantastic opportunity to join one of the UK’s leading independent financial advisory and wealth management firms. We have an exciting opportunity to join our existing Administration team. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a...

Recruit UK is working with a leading Financial Planning and Private Client Investment Management company in Sheffield to find a skilled Financial Planning Administrator.This role is a great opportunity for someone to join a dynamic and award-winning integrated company that provides planning and investment services to professionals and individuals.The company...

**Trainee Mortgage and Pension Administrator** **Job description** We are a well established and trusted financial services firm based in Sheffield, searching for a dynamic and enthusiastic Trainee Mortgage and Pension Administrator to join our team. This is a fantastic opportunity for an individual with a strong personality and a passion for...

Key DetailsWe are delighted to represent an expanding Independent Wealth Management Advisory firm in Sheffield, seeking an experienced Financial Planning Administrator to join their team.This is a great opportunity for career growth within the Financial Services industry, offering a long-term path through paraplanning and advising roles.About the RoleA...

About the RoleNJR Recruitment is delighted to represent an expanding Independent Wealth Management Advisory firm based in Sheffield, seeking an experienced Financial Planning Administrator.This opportunity offers a long-term career path within the Financial Services industry through paraplanning and beyond to advisory roles.We are looking for someone who can...

The Company: A highly regarded advisory firm based in Sheffield is seeking an experienced Financial Services Co-ordinator to join the private wealth focused wealth management arm of their financial planning team.Location: Central SheffieldWorking Arrangement: Hybrid, with flexibility to work from home up to 3 days a weekPackage: A competitive salary of...

Job DescriptionAbout Our ClientNJR Recruitment are working with a reputable Independent Financial Advisory Firm seeking a skilled Trainee Paraplanner to join their Sheffield team.This is an excellent opportunity for a career-driven individual to develop their skills with a leading Financial Planning practice.Key Responsibilities:Support experienced Financial...

**IFA Administrator - Sheffield** An opportunity to join AFH Wealth Management, one of the UK’s leading independent financial advisory and wealth management firms. We are looking for those of you who wish to grow with us as a business and support our strong growth plans, with hybrid working. This is a full-time, permanent opportunity and in return, you...

Permanent - Sheffield, **Ref**: 37500 Pension Administrator - £30k + Bonus + Benefits We have a fantastic opportunity for Pension Administrator to join a leading pension consultancy based in Sheffield. This is an exciting opportunity to join an established company at its growth stage and really grow and develop within the role. As a Pension...

Independent Lending are excited to be expanding and are looking for a Financial Services Administrator to join our successful team. An excellent opportunity has arisen for a professional Administrator to join this friendly and proactive Independent Mortgage, Protection and Commercial Finance brokers. You will be an integral part of a great team providing...

Job DescriptionExperience a fulfilling career with our leading Financial Planning and Private Client Investment Management company based in Sheffield.Our award-winning team provides planning and investment services to both professionals and individuals.We have a strong commitment to supporting our clients and communities, and we're looking for...