Financial Planning Administrator
1 day ago
A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within the financial advice process. Responsibilities Client Administration: Prepare new client packs, manage Letters of Authority (LOAs), and assist with client information gathering and submissions. Data Accuracy: Ensure client information is accurately maintained within internal systems. Research & Reports: Conduct research on products and providers, and help prepare various reports such as annual reviews, fund switch/withdrawals, Bed & ISA, and new business reports. Annual Review Support: Play a key role in preparing client annual review documents. Client Interaction: Act as a first point of contact for clients, delivering a friendly and professional front-of-house experience. Administrative Support: Assist advisers with day-to-day administrative tasks and help resolve client and adviser queries. The Ideal Candidate Experience in a similar administrative role within financial planning or financial services is highly desirable. Excellent organisational skills and the ability to prioritise in a fast-paced environment. Confident communicator with strong attention to detail and accuracy. Proficient in Microsoft Office and ideally experienced with financial CRM or planning software. Friendly, client-focused attitude with a willingness to learn and grow within the financial services industry. A positive, proactive team player with good time management skills. Benefits Company pension scheme 25 days annual leave (plus birthday off) Flexible benefits package Option to purchase additional holiday Enhanced family-friendly policies Cycle to work scheme Death in service benefit Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways. #J-18808-Ljbffr
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Financial Planning Administrator
1 week ago
Sunderland, United Kingdom IDEX Consulting Full timeJob description A well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator to join its established team in Sunderland. This is an excellent opportunity to contribute to a high-performing team by supporting the delivery of exceptional client service and helping ensure efficient day-to-day operations within...
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(Trainee) Financial Planning Administrator
1 week ago
Sunderland, United Kingdom Tempest Jones Full time**The offering** A new opportunity has arisen for a Financial Planning Administrator to join a long-established firm of Financial Planners in their Boldon office on the outskirts of Sunderland. A trainee will be considered for this role. **Accountabilities** The role will involve providing full administrative support to financial planners who give advice...
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Financial Advisor
7 days ago
Sunderland, Tyne and Wear, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
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Financial Planning Administrator
1 week ago
Sunderland, United Kingdom Tempest Jones Full timeA fantastic opportunity has arisen for an Administrator to join a leading financial planning practice from their office near Sunderland. This company offers advice to individuals and businesses on pensions and retirement planning, protection and investmentmanagement. This role will be incredibly varied and will offer somebody the chance to get their foot on...
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Financial Planning Administrator
1 day ago
Sunderland, United Kingdom Tempest Jones Full timeA fantastic opportunity has arisen for an Administrator to join a leading financial planning practice from their office in Sunderland. This company offers advice to individuals and businesses on pensions and retirement planning, protection and investmentmanagement. This role will be incredibly varied and will offer somebody the chance to get their foot on...
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Financial Administrator
5 days ago
Sunderland, United Kingdom Tempest Jones Full time**Financial Planning Administrator** **Competitive salary based on experience plus study support and a long term career path within financial planning.** Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking...
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Financial Services Administrator
2 weeks ago
Sunderland, United Kingdom Idex Full timeOur client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm. We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial...
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Financial Planning Admin
7 days ago
Sunderland, United Kingdom IDEX Consulting Full timeA well-established financial planning firm is seeking a proactive and organised Financial Planning Administrator in Sunderland. In this role, you will support a high-performing team by ensuring exceptional client service and efficient operations. Ideal candidates will have experience in financial services, strong organisational skills, and proficiency in...
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Planning Administrator
2 weeks ago
Sunderland, United Kingdom Matchtech Full timeOur Clientis one of the latgest privately owned construction firms in the UK is currently seeking the services of a Planning Administrator based in there Sunderland branch, 10.50 - 11 per hour = 23200.00 per year working hours are from 7:30am-4:30 Monday - Friday.
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Financial Planner
2 weeks ago
Sunderland, United Kingdom Tempest Jones Full time**Financial Adviser - Office based role** - Competitive basic along with uncapped bonus structure. - Comprehensive benefits package. - Structured training programme provided. - Opportunity to work in a highly supportive environment. - Study support to attain Chartered status. - Modern office working environment with free parking. **The role** A fantastic...