Financial Planning Administrator

2 days ago

Bury Saint Edmunds, United Kingdom Heat Recruitment Full time

LocationBury St Edmunds Salary £26000 - £33000 TypePermanent WorkplaceHybrid Ref89437 Recruiter Managing This Role Financial Planning Administrator Bury St Edmunds Up to £33,000 My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds. Whats needed to be considered? An understanding/interested on the financial planning/wealth management industry. Ideally Working towards the Level 4 Diploma. Strong University Qualification or similar. Previous experience within and IFA would be desirable. Strong administration skills and a willingness to learn. Benefits: Flexible working after probation. Study support and exams paid for with paid study leave. Free parking on site. 29 days holiday + Bank Holidays + Christmas Closure. Subsidised private healthcare Income Protection + Healthcare Scheme Paid Study leave Volunteering days Whats next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator

  • Financial Planning Support Administration

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full time

    My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading...

  • Senior Financial Planning Administrator

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Full time

    Job DescriptionMy client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with...

  • Senior Financial Planning Administrator

    4 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Full time

    My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.Apply fast, check the full description by scrolling below to find out the full requirements for this role. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job...

  • Senior Financial Planning Administrator

    3 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Full time

    My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of...

  • Senior Financial Planning Administrator

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Careers Full time

    My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of...

  • Senior Experienced Financial Planning Administrator

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full time

    My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of...

  • Financial Planning Administrator

    4 days ago

    Bury St Edmunds, United Kingdom Eden Rose Full time

    Financial Planning Administrator – Bury St Edmunds – Up to £33,000 My client is a Chartered IFA in East-Anglia looking for a Financial planning administrator to support the Paraplanners and Financial Advisors. They are open to experience from a few months up to 5+ years, and financial exams are a bonus. The role is based out of their head office in Bury...

  • Financial Services Administrator

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full time

    My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision. This is a great opportunity for an experienced FS Administrator to join my clients...

  • Team Co-Ordinator Support

    2 weeks ago

    Bury Saint Edmunds, United Kingdom Service Service Employment Agency Limited Full time

    My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Team Co-Ordinator to support their Administration Team Managers and Leaders. The successful candidate will benefit from a market leading salary and benefits package and importantly...

  • Senior Financial Planning Administrator

    4 weeks ago

    Bury St. Edmunds, United Kingdom Service Service Employment Full time

    My client is a boutique advice practice based on the outskirts of Bury St. Edmunds. My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification: You will take phone calls in a professional and courteous manner and deal with a range of...