Financial Planning Administrator
12 hours ago
Job description A long-standing advisory business in Wakefield require a Financial Planning Administrator to join their busy offices.With Financial Advisors based across the UK, the central support team in Wakefield work closely together, with Paraplanning, Administration and Compliance ensuring smooth processes for clients. Working closely with the wider team, duties include;Being the first point of contact for clients, Financial Advisers and product providers.Co-ordinate client review meetings including preparation of the client's valuation and review meeting packs.Ensure that client files are fully FCA compliant.Maintain the CRM System (Intelligent Office)Ensure that any transactions are monitored and completed accurately and in a timely fashion in line with compliance guidelines and company procedures. Ideally, the successful candidate will have recent and relevant experience within a Financial Advisory environment.
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Financial Planning Administrator
2 weeks ago
Wakefield, United Kingdom CB3 Associates Ltd Full time**The Company**:A nationally renowned, highly recognisable wealth management business based in Central Wakefield who are looking to add an experienced private wealth focused IFA Administrator to their growing back-office support team. A trulyindependent financial advisory business who adopt a really personal, tailored approach to financial planning and...
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Financial Planning Support
9 hours ago
Wakefield, United Kingdom Search Consultancy Full timeFinancial Planning Administrator Wakefield £20,000 - £28,000 + training and flexi-benefits This is a fantastic opportunity to work for a successful, established IFA firm in the Wakefield area as a Financial Services Administrator The successful applicant will support the Independent Financial Advisors in all aspects of pre and post advice to provide...
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Financial Administrator
1 week ago
Wakefield, United Kingdom Sands Wealth Management Ltd. Full time**Company**: Sands Wealth Management **Location**:7 Lakeside, Calder Island Way, Wakefield, WF2 7AW **Employment Type**: Full-Time, Office based, Immediate start available. Suitable for someone with experience or a graduate trainee **Salary**: Competitive, based on experience. Minimum £25,000 p/a **About Us**: Sands Wealth Management is a dynamic, small...
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Financial Services Administrator
1 week ago
Wakefield, United Kingdom Huntress - Leeds Full timeMy client is a dynamic and rapidly growing financial services practice, providing tailored advice and exceptional service to a diverse client base. They offer a professional and supportive environment where expertise and attention to detail are highly valued. They are seeking an experienced Financial Services Administrator to support their advisers and...
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Financial Services Administrator
1 week ago
Wakefield, United Kingdom CLD Recruitment (Leeds) Ltd Full timeFinancial Services Administrator Wakefield£25,000 + bonus + excellent benefits Are you an experienced Financial Services Administrator looking to join a professional, supportive, and fast-growing firm? Our client, a reputable and expanding wealth management practice, is seeking a proactive and detail-driven administrator to join their established support...
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Financial Services Administrator
4 days ago
Wakefield, United Kingdom Focus Search and Selection Full time**Financial Services Administrator** **Salary £17,000 to £20,000** Our client is a market leading national firm of Independent Financial Advisers, and they are looking for an experienced/trainee Financial Services Administrator to join their support team based in the Huddersfield area. There will be genuine opportunitiesfor progression within the...
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Financial Services Administrator
1 week ago
Wakefield, Wakefield, United Kingdom Burgh Recruitment Full time £30,000 - £60,000 per yearFinancial Services AdministratorLocation: WakefieldSalary: Highly competitive + quarterly bonus + excellent benefit packageHours - 9am - 5pm Monday to Friday, in office.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...
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Planning Administrator
2 days ago
Wakefield, United Kingdom Kegspertise Logistics Limited Full timeKegspertise Logistics Ltd provides a national service of collecting, sorting and distributing empty containers on behalf of the UK Brewing industry. Containers consist of kegs, casks and gas cylinders used for the dispense of beer products in pubs. Kegspertise have five operating sites, across England and Scotland, in addition to the main office located in...
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Financial Services Administrator
3 weeks ago
Wakefield, United Kingdom Ellis James Partners Limited Full timeFinancial Services Administrator - Wealth ManagementWakefield£25,000-£27,000 + Bonus + BenefitsWe're working with a respected and growing wealth management firm in Wakefield that's part of a national advisory network. They're looking for an experienced administrator who's ready to take ownership of client processes, support advisers directly, and deepen...
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Transport Planning Administrator
6 days ago
Wakefield, United Kingdom EasyBathrooms Full timeEasy Bathrooms has a fantastic opportunity available for a Transport Planning Administrator within our fast-paced Transport department at our Head Office in Wakefield. Easy Bathrooms are a well-established provider of bathroom products and tiles, operating our own large fleet of vehicles, supplying to trade and retail customers throughout the UK. We aim to...