Financial Planning Administrator
2 weeks ago
Your newpany My client, a leading financial planning organisation, is seeking a professional financial planning administrator to join their team on a permanent basis. Working from contemporary offices based in Crosby and joining a supportive and friendly team, this is an opportunity not to be missed. Your new role The position is being offered full-time, Monday to Friday, with a hybrid model in place once you have passed probation. Working from home one day per week. The role of the Financial Planning Administrator is to assist in providing administrative and technical support to the business. Some of your duties will include but not limited to. Contributing to the smooth running of the administrative function within the businessPromoting the profile of the business within the profession and widermunitiesNew and existing clientmunications and queriesSupporting the dealing with new enquiries and prospectsSupporting the dealing with existing client enquiriesSupporting the paraplanners in research and analysis to meet client needs and objectivesSupporting the paraplanner in the processing of new businessDeveloping and maintaining internal relationships to help maintain business flow and meet agreed targetsWhat you'll need to succeed Minimum 3 years of experience in a financial planning firm Strongmunication skills, both written and verbal Professional and personable Quick to pick things up Excellent attention to detail What you'll get in return petitive salary at between £28,000 to £32,000 depending on experience 25 days holiday plus bank holidays Birthday off Cycle to work scheme 10 x death in service PMIPension 5%
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Financial Planning Administrator
1 day ago
Liverpool, United Kingdom Lightside Financial Planning Full time**Overview** **The Role** The role of the Financial Administrator is to assist in providing administrative and technical support to the business. **Key Contributions and Outputs** - New and existing client communications and queries - Supporting the dealing with new enquiries and prospects - Supporting the dealing with existing client enquiries -...
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Financial Planning Administrator
1 week ago
Liverpool L TD, United Kingdom Lightside financial planning Full time £25,000 - £32,000 per yearJob OverviewWe are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment.As part of our team, you will support a wide range of financial planning...
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Financial Planning Administrator
3 days ago
Liverpool, United Kingdom Lightside financial planning Full time**Job Overview** We are offering an exciting opportunity for a forward-thinking Financial Planning Assistant (IFA Administrator) to join our dynamic Chartered firm. This role is ideal for someone who is proactive, detail-driven, and ready to grow within a high-performing environment. As part of our team, you will support a wide range of financial planning...
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Office Administrator
2 weeks ago
Liverpool, Liverpool, United Kingdom Douglas White Financial Planning Full time £16,000 - £23,000 per yearJob Title: Office AdministratorCompany: Douglas White Financial PlanningLocation: Liverpool, L24 9HJJob Type: Part-time - 16 to 18 hours per week - Hours per day/days per week negotiableSalary: From £12.71 depending on experienceReports To: Office ManagerAbout UsDouglas White Financial Planning is a leading financial services firm specialising in...
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Office Administrator
2 weeks ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeOffice Administrator – Part‑time Location: Liverpool, L24 9HJ Job Type: Part‑time – 16 to 18 hours per week (negotiable) Salary: From £12.71 per hour (depending on experience) Reports To: Office Manager About Douglas White Financial Planning Douglas White Financial Planning is a leading financial services firm specialising in tailored wealth...
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Financial Planning Administrator
3 weeks ago
Liverpool, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial ServicesLocation: Liverpool (Hybrid Working Available)Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefitsJob Type: Full-time, PermanentA highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning...
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Financial Planning Administrator
2 weeks ago
Liverpool, United Kingdom mbf. Full timeFinancial Planning Administrator – Financial Services Location : Liverpool (Hybrid Working Available) Salary: Competitive, dependent on experience - to around £32,000 plus bonus and benefits Job Type : Full-time, Permanent A highly respected and growing, National wealth and investment management firm in Liverpool is seeking a skilled Financial Planning...
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Financial Planning Administrator
2 weeks ago
Liverpool, United Kingdom mbf. Full time**Financial Planning Administrator - Liverpool - Salary to £32,000 plus Bonus and Benefiits (potentially negotiable)** An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Liverpool. The organisation is well established,...
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Part-Time Office Administrator
2 weeks ago
Liverpool, United Kingdom Douglas White Financial Planning Full timeA financial services firm in Liverpool is seeking a part-time Office Administrator to support office operations. The ideal candidate will have strong communication skills and attention to detail. Responsibilities include handling calls, managing correspondence, and preparing client information. This role offers a competitive salary starting from £12.71 per...
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Financial Planning Administrator
7 days ago
Liverpool, United Kingdom Prestige Recruitment Group Full timeFinancial Planning Administrator Salary: £26,000 - £30,000 + benefits Liverpool, Merseyside A growing, values-led financial planning firm is seeking a detail-focused Financial Planning Administrator to join their high-performing team. This is a key role at the heart of the client experience — not a back-office admin job. You’ll be the first point of...
