Financial Planning Administrator

Job DescriptionWe are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop...

We are seeking a detail-oriented and proactive Financial Planning Administrator to join a well-established financial planning team in Nottingham. This role focuses on delivering high-quality administrative, technical, and back-office support to ensure a smooth and compliant service for clients, while providing opportunities to develop knowledge and...

**Financial Planning Administrator - Nottingham - Salary to £30 ,000 plus Bonus and Benefiits (potentially negotiable)** MBF are currently working with a well established, boutique firm of Financial Planners who are currently in the market to recruit a Financial planning Administrator to join their growing team. **The role**: - The role will be...

**Description**: As a Financial Planning Administrator, you will provide efficient and effective administration that promptly enacts and supports the advice given to and authorised by our clients. You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion...

Are you looking for a fantastic career in the Financial Services Sector, but you don’t have the qualifications or industry experience? If you have the personality, drive, and work ethic to succeed in financial services then we have the opportunity for you. Do you want to join the UK’s fastest growing Top 50 brokerage firms? We are on the hunt for an...

**Administrator**: **About you** To thrive as an Administrator in the Balance team you will need specific experience and skills. You should be able to tick these boxes: - Administration experience in a financial planning company for at least two years. - Experience in processing authority letters and gathering data about a client’s investments, pensions...

**Administrator**: **Balance: Wealth Planning** is a Chartered Financial Planning firm that exists to **educate**, **enrich**, and **empower** all through our **goal-based holistic financial planning**. Our reason for being is to provide clients with **security**, **peace of mind**, and the ability to **focus** on what truly matters in life. We strive to...

Full range of office administration tasks including: Speaking to clients on the telephone. Opening and scanning mail. Processing LOAs. Sending documents for electronic signature. Updating spreadsheets. Generating illustrations. Producing valuation statements. Welcoming clients to the office. Updating electronic client files. **Salary**:...

A well-established financial planning firm in Nottingham is seeking a detail-oriented Financial Planning Administrator. The role offers high-quality administrative support while providing opportunities to develop in financial planning. Responsibilities include managing new business applications, liaising with product providers, and preparing client...

**Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?** Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial...