Financial Planning Administrator

IFA Administrator, Salary up to £30,000(Experience dependant)Birmingham & Warwick locationsHybrid working 25 Days Holiday, increases based on service Life AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke...

Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingBirminghamJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

Location: Birmingham (Hybrid: 3 days from home, 2 in the office)Salary: £33,000 (flexible) + Excellent Benefits & BonusWe’re working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who’s...

Senior AdministratorLocation - BirminghamSalary - Highly Competitive Hours - Full-time - In OfficeWorking as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for a professional Senior Administrator to work in a highly successful Partner Practice.You will be part of a fast-paced team managing the...

My jobPurpose To own and improve the periodic reporting of business performance reviews as well as the financial planning and CAPEX investment review process. Consolidate the European business reporting into single currency and ensure reporting is standardised across the business. It is expected that the team will identify opportunities for EBIT enhancement...

IFA Administrator, Salary up to £30,000(Experience dependant) Birmingham, Hybrid working25 Days Holiday, increases based on serviceLife AssuranceFree ParkingIncome ProtectionSick Pay Our client are a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their...

Administrator Location: Birmingham (Hybrid)Salary: £25,000Job Type: Permanent, Full-TimeLatham & Bond HR are recruiting for our client, a not-for-profit organisation with over 100 years of history dedicated to reducing the risk of accidents in all aspects of life. This is an exciting opportunity to join a committed team, supporting their life-changing...

Buckden Partners is working with a leading SME Lender. They provide loans from £1m to £20m using pioneering data, personal relationships, and a pragmatic and flexible lending process. You will report into the CFO and will provide timely and accurate financial analysis, reporting and cash flow management for investors and shareholders.The post holder will...

Fund Management Team AdministratorJob Type: Hybrid, Full time, PermanentIndustry: Financial ServicesLevel: Entry LevelLocation: Jewellery Quarter, BirminghamSalary and Benefits: Competitive salary and 15% discretionary bonusWe are looking for an administrator to join our Fund Management team to take on a wide range of daily tasks. You will be responsible for...

About the company and role:A fantastic opportunity for a Pensions Administration Coordinator to join a leading Employee Benefits Insurance firm specialising in providing comprehensive Consulting Services to businesses nationwide. As part of their dynamic Employee Benefits team, you’ll have the opportunity to grow your career while making a meaningful...

Finance Director I Fast Global Growth I Health TechCamino Search is excited to partner with a rapidly expanding global healthcare company, on a trajectory for significant growth and planning for a strategic exit within the next 24 months.As the Finance Director, reporting directly to the CEO, you will play a pivotal role in shaping the financial strategy and...

One of the top 10 Wealth Managers in the UK are seeking a Wealth Management Assistant to join their HNW team in the Worcestershire area.Supporting the Wealth Planners with Administrative work your daily responsibilities will include;Process new business for clients Being a point of contact for client queries and handle client correspondence and post.Manage...

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...

Finance Director I High-Growth I Health Care Camino Search is excited to partner with a rapidly expanding healthcare business, that is growing globally. Reporting directly to the CEO, you will lead the finance function and drive performance during a period of transformative expansion. This is a fantastic opportunity to join a dynamic business that is...

The RoleYou will act as a Customer Service Administrator as part of a team of 8.Duties will include (but not exhaustive):Responding to queries via email, post and telephone.Completing anti-money laundering checks as part of all customer due diligence, internal and external fraud controls.Office administration, including scanning documents.Complete...

One of our highly successful and leading businesses, Lifetime Mortgages are currently seeking Self-Employed Experienced Mortgage & Protection Adviser to join their team. The company provides a range of services including Mortgage Planning, Protection Advice and Insurance to numerous clients. The company takes great pride in their brand with an honest and...

CFO I Exit within 24 months I Health TechCamino Search is thrilled to partner with a rapidly expanding global healthcare company, poised for significant growth and planning a strategic exit within the next 24 months.As CFO, you will report directly to the CEO and play a crucial role in shaping the financial strategy while driving performance during a period...

Administrative AssistantLocation - Stourbridge Salary - £32,000 (DoE)Hours - Full-time / In OfficeAre you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The...

One of the UKs leading Insurance Brokers are looking for an experienced Employee Benefits Administrator to join their team in Birmingham.Duties will include;Day to day support and delivery to allocated clients including the administration of client support Management of client contribution processes as required Support Consultants with the processing of...

Powered by industry-leading Metro technology, Metro deliver import/export air, ocean and road freight forwarding, supply chain management, logistics and specialised services in retail, manufacturing and chemicals. At Metro, its our innovative technologies, pushing of boundaries, and most importantly, our employees that sets us apart.Role SummaryThis role...