Financial Planning Administrator

An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from retirement & pension planning to mortgage & protection and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...

An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from mortgage & protection to retirement & pension planning and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...

An exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from mortgage & protection to retirement & pension planning and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...

We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans, seeking an experienced administrator to join their team. This key role is essential in the Financial Planning process and requires a confident and professional individual who is comfortable dealing with client queries and general assistance.Key Requirements and...

We are recruiting for a Support Administrator for Financial Planning Team to join our team on a temporary basis. This role will cover 12 months maternity leave and is an excellent opportunity to gain experience in a financial planning environment.The key areas of the role include:Answering and directing callsAssisting with post sorting dutiesManaging the...

We are currently recruiting for a highly regarded Financial Planning practice in St. Albans who require an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.This role is crucial in the Financial Planning process, requiring a confident and professional individual who is comfortable dealing with client...

**Wealth Management Administrator** **Location**:St Albans, Hertfordshire **Salary**:Highly Competitive with excellent benefits and bonus **Hours**: Full time, hybrid working option You will be joining a motivated and friendly team that manage the work generated by the Advisors in this highly successful St. James’s Place Partner Practice. This is an...

No Agency Applications Please Gemmells, a family-run pensions and financial advisory business based in the beautiful city of St Albans, is expanding its’ office administration team and looking for an experienced Proofreader to support the client advisory team. The role, which reports into the Office/HR Manager, will be responsible for ensuring that all...

We are currently seeking a talented and experienced paraplanner to join our team at Blakemore Recruitment. As a key member of our team, you will play a vital role in supporting Financial Planners to deliver exceptional results.Main Responsibilities include:To ensure that all client administration tasks are completed efficiently and accurately;To conduct...

We are currently seeking a highly skilled and experienced Senior Financial Planning Associate to join our Blakemore Recruitment team in St Albans, Herts. The ideal candidate will have a strong background in financial planning and be able to support the Financial Planners within our business to effectively and efficiently carry out all designated...

**Senior Pensions Administrator** Gemmells are now seeking to recruit a Temporary Pension and Benefits Administrator to join our financial services team based in St Albans on a full-time or part start basis. Immediate start. **Multiple years of experience in carrying out/checking manual DB pension and beneficiary benefit calculations is...

**Senior Pensions Administrator** Gemmells are now seeking to recruit a Senior Pension and Benefits Administrator to join our financial services team based in St Albans on a full-time basis. Gemmells is an established actuarial, investment, pensions and employee benefits business providing support and consultancy services to pension schemes and employers,...

**Senior Pensions Administrator** Gemmells are now seeking to recruit a Temporary Pension and Benefits Administrator to join our financial services team based in St Albans on a full-time or part start basis. Immediate start. Gemmells is an established actuarial, investment, pensions and employee benefits business providing support and consultancy services...

**Senior Pensions Administrator** Gemmells are now seeking to recruit a Senior Pension and Benefits Administrator to join our financial services team based in St Albans on a full-time basis. Gemmells is an established actuarial, investment, pensions and employee benefits business providing support and consultancy services to pension schemes and employers,...

Company Overview">We are a leading private wealth advisory firm dedicated to serving international investors and expatriates worldwide. Our team is renowned for delivering exceptional financial planning and investment solutions, with a strong commitment to excellence and innovation in wealth management.">Role Overview">The successful candidate will play a...

Blakemore Recruitment is proud to present an exceptional opportunity for a seasoned administrator to join a reputable Financial Planning practice based in St. Albans. This role plays a pivotal part in the Financial Planning process, requiring a skilled and diligent individual who can handle client queries and general tasks with ease.Responsibilities:Carrying...

About the Career OpportunityWe are excited to offer a challenging and rewarding career opportunity for an experienced Paraplanner to join our team at Artemis Recruitment Consultants Ltd.Job Overview:Work closely with Financial Advisers and the Administration team to provide expert support and guidance to clients.Analyze clients' financial situations, prepare...

**IFA Administrator / Wealth Planning Administrator** **Based St Albans** **Salary £30,000 - £35,000 depending upon experience** **Are you an IFA Administrator who is now looking for your next move?** - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Would you like to...

**Gemmells** are seeking to recruit new team members for our Pension and Benefits Administration service. Based in St Albans, Gemmells is an established actuarial, investment, pensions and employee benefits business providing support and consultancy services to pension schemes and employers, as well as offering individual financial and investment management...

About the Role:We are seeking a highly skilled and motivated Financial Planning Specialist to join our dynamic finance team.Key Responsibilities:Prepare timely, accurate, and high-quality financial reports, providing critical insights and supporting a range of stakeholders including the Board.Oversee the company balance sheet, supporting ledgers, and...