Financial Planning Administrator

_Financial Services Administrator _ **About us** **Company description** As a business we are growing rapidly through growth and acquisitions meaning we are creating new and exciting opportunities. Our expertise lie in advising clients who want a personal and unbiased financial planning process enabling their objectives to come to life. We always aim to...

Job PurposeProviding administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations.Reporting RelationshipsPrimarily supporting a senior adviser and their team with client administration.Main ResponsibilitiesManaging the diary for your teamAssisting your team with...

**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...

We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Exeter office. Our client is offering a hybrid working model with a 3 and 2 day split. Our client are a highly reputable Financial Planning organisation with offices across the South West & UK. Their current...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

**Independent Financial Adviser** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...

£28k - £35k DOE | Onsite | ExeterAn established and award-winning financial services firm, based in Exeter, is seeking a motivated and professionalFinancial Services Administratorto join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with...

**Salary up to £30k DOE | Hybrid Working | Exeter** Our client, a firm of professional Financial Advisers based in Exeter is looking for a **Financial Services Administrator** to join their friendly team. **What will you be doing as a Financial Services Administrator?** - Provide administrative support to the firm’s advisers and the Practice Manager -...

We are working with a very successful Financial Planning & Investment Management practice to recruit an additional Administrator. The business is fully independent and work at the top end of the market providing advice to HNW private clients, businessesand professionals. They are now seeking to recruit an additional member of staff who can provide...