Financial Planning Administrator

4 days ago


Loughborough, United Kingdom Optima UK Inc Ltd Full time

**Loughborough**

**Permanent**

**37.5 hours per week (Monday to Friday 8.30am - 5pm) flexible working available.**

**£24,000 - £27,000 per annum**

**Benefits: 28 days holiday (including bank holidays) increases with length of service, pension scheme, flexible working, life insurance, discounts scheme, professional development.**

We are recruiting an experienced Financial Planning Administrator to join a successful financial services company based in the Loughborough area.

Working in a small team, the main purpose of the role will be to assist the department with providing administrative support to clients' needs managing the ongoing relationships.

Duties and responsibilities:

- Process and maintain accurate client records
- Gather and input data based on client needs
- Identify improvements
- Build relationships with clients, managing the clients expectations
- Previous experience within a similar role and an awareness for relevant legislation and processes
- Strong communication skills
- Good attention to detail with strong analytical skills
- A strong work ethic and a team player mentality



  • Loughborough, United Kingdom Recruit UK Full time

    **Job Title**:Financial Planning Administrator **Industry**:Financial Services **Location**:Loughborough **Salary**:£25,000 - £29,000 **Job Reference**:9325 Recruit UK is looking for a financial planning administrator for our client based in Loughborough. This company is extremely client-driven, focusing on delivering what is important to their...


  • Loughborough, United Kingdom mbf. Full time

    **Financial Planning Administrator - Loughborough (flexible working, 2 days in office/ week) - Salary negotiable plus great benefits** A well-known firm of Chartered Financial Planners are seeking to recruit an Administrator to join their growing team in Loughborough. The firm have grown substantially over the past few years and are looking to grow further...


  • Loughborough, United Kingdom Chesterton House Full time

    **Who are we** Chesterton House has been serving clients for over 30 years. We are one of only a handful of practices that can deliver a truly holistic combination of financial, legal and accountancy advice all in one place. We help our clients to create and implement a plan to achieve their goals, to get their entire financial house in perfect order, and...


  • Loughborough, United Kingdom DCR Financial Services ltd Full time

    [DCR Financial Service ltd] is a reputable and growing financial services firm specializing in residential and commercial mortgage solutions. We're committed to delivering outstanding service and tailored solutions for our clients. We’re looking for a detail-oriented **Mortgage Administrator** to join our friendly, fast-paced team. **Key...


  • Loughborough, United Kingdom Bupa Full time

    Financial Administrator Ashby Court Care Home, Ashby-de-la-Zouch LE65 2PX Salary £27,144 Permanent full time contract 37.5 hours days Monday to Friday 9am - 5pm We make health happen Here at Bupa we support those when they need it the most. Our care homes are dedicated to delivering person‑centred care, supporting independence and honouring choice to help...


  • Loughborough, United Kingdom ASSA ABLOY Full time

    **An Amazing Career Opportunity for a Finance Administrator !!** **Location: Loughborough UK** **Job ID: 33037** We are recruting for a Finance Administrator to join our team !! The role encompasses responsibility for the maintenance of the accounting records for accounts payable and receivable. If this sounds like you keep on reading! **Who are...


  • Loughborough, United Kingdom Optima UK Full time

    **Job Types**: Full-time, Permanent **Salary**: £24,000.00-£27,000.00 per year **Benefits**: - Additional leave - Company pension - Cycle to work scheme - Employee discount - Flexitime - Life insurance - Work from home Schedule: - Monday to Friday Work Location: One location Reference ID: 21167

  • Administrator

    14 hours ago


    Loughborough, United Kingdom HB Commercial Full time

    Role: Administrator Location: Loughborough **Salary**: Up to £25,000 DOE + excellent benefits package Company benefits: Flexible working, life Insurance, enhanced pension contributions, generous holiday allowance. Hours: Monday to Friday 8.30am - 5.00pm My client is seeking an Administrator with a drive and passion for wealth management to join their...


  • Loughborough, United Kingdom Bupa Full time

    A leading health service provider is seeking a Financial Administrator for Ashby Court Care Home in Loughborough. This full-time position involves raising invoices, managing debt, and ensuring the accurate administration of financial documentation. The ideal candidate has experience in financial administration with strong customer service and organizational...


  • Loughborough, United Kingdom Boyer Planning Ltd Full time

    Job Title: Graduate Town Planner Location: Midlands Brand: Boyer Salary: Competitive Salary Package About Us: Boyer is a leading multi-skilled planning and development consultancy who deliver successful planning solutions to enable developments across the UK. With a creative, dynamic and collaborative culture, you will work alongside our team and a wide...