Financial Planning Administrator

7 months ago

Alton, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office.

An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisers, liaise with providers and third parties.

You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.

So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you You will be assigned your own bank of clients while working closely with the advisers.

This is a complex role and requires someone with excellent attention to detail and accuracy is key They have internal procedures and service level agreements (SLAs) that must be adhered to.

While they will be part of the admin team the successful candidate will be required to work independently and under their own steam.

As a company they will provide full training, ongoing support and a chance to progress your career in financial services. They like to invest in their employees and they also offer a comprehensive benefit package.

Duties would include:

Provide financial advisers will full administrative support Preparing client packs for annual reviews and ad-hoc meetings Arranging internal fund reviews Preparing recommendation reports, including any applications and additional documentation Process new and existing business Types of business include General Investment Accounts, ISAs, Bonds, Trusts, SIPPs Dealing with providers such as Transact, Standard Life, Aviva, Canada Life and more Liaise with other professionals such as accountants, solicitors and product providers Updating advisers and clients regularly to meet expectations Update and maintain Adviser office & IO Maintain client files and keeping them compliant. Dealing with client queries – income, withdrawals, change of details, requests for information Build relationships with the clients, respond to all queries Processing and managing letters of authorities Processing death claims and probate Providing support to the advisers and ensuring that they have everything required for their appointments. Reporting to the Administration Manager

Other basic skills required:

Time management Organisation and prioritisation Attention to detail Experience working in an administrative capacity Excellent verbal communication skills – telephone and written word Confident using all programmes such as Word, Excel and Outlook

  • Financial Planning Administrator

    1 week ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office.An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support...

  • Financial Planning Administrator

    5 days ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office.An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA administrator who prides themselves on the ability to support...

  • Financial Planning Administrator

    4 months ago

    Alton, United Kingdom Optima Recruitment Full time

    An excellent opportunity has arisen for a financial planning administrator to work in a growing team. Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties. You will be part of a fast-paced team who provide full end to end administrative...

  • Financial Planning Coordinator

    2 months ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    {"title": "Financial Planning Administrator", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers, and ensure seamless client service.Key...

  • Financial Planning Coordinator

    2 months ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    {"title": "Financial Planning Administrator", "description": "Job SummaryWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers, and ensure seamless client service.Key...

  • Financial Planning Coordinator

    1 month ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers and third parties, and ensure seamless client service.Key Responsibilities:Provide...

  • Financial Planning Coordinator

    1 month ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers and third parties, and ensure seamless client service.Key Responsibilities:Provide...

  • Financial Planning Coordinator

    3 weeks ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers, and ensure seamless client service.Key Responsibilities:Provide administrative...

  • Financial Planning Coordinator

    3 weeks ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    Financial Planning AdministratorWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our administrative team, you will provide exceptional support to our financial advisers, liaise with providers, and ensure seamless client service.Key Responsibilities:Provide administrative...

  • Financial Planning Coordinator

    2 weeks ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning firm based in Alton who are looking to recruit a Financial Planning Administrator in their Alton office.An excellent opportunity has arisen for a financial planning administrator to work in a growing team. They are looking for an experienced IFA Administrator who prides themselves on the ability to support...

  • Financial Planning Coordinator

    2 weeks ago

    Alton, Hampshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team in Alton. As a key member of our financial planning team, you will provide administrative support to our financial advisers, liaise with providers and third parties, and ensure that our clients receive a high level of service.The successful candidate will...

  • Financial Administrator

    3 weeks ago

    Alton, Hampshire, United Kingdom Gold HR Full time

    Job Title: Finance AssistantGold HR is seeking a highly organized and detail-oriented Finance Assistant to join our team. As a key member of our finance department, you will play a crucial role in supporting our financial operations by performing various administrative tasks.Key Responsibilities:Accounts Payable and Receivable: Process invoices, verify...

  • Financial Administrator

    4 weeks ago

    Alton, Hampshire, United Kingdom Gold HR Full time

    Job Title: Finance AssistantGold HR is seeking a highly organized and detail-oriented Finance Assistant to join our team. As a key member of our finance department, you will play a crucial role in supporting our financial operations by performing various administrative tasks.Key Responsibilities:Accounts Payable and Receivable: Process invoices, verify...

  • Financial Administrator

    4 days ago

    Alton, Hampshire, United Kingdom Prodigi Group Full time

    About the Role:The Finance Assistant will be a key member of the finance team at Prodigi Group, providing essential administrative support to ensure the smooth operation of our financial functions.Main Responsibilities:Accounts Payable and Receivable:Process invoices, verify financial data for use in maintaining accounts payable records, and provide other...

  • Financial Services Administrator

    5 days ago

    Alton, Hampshire, United Kingdom Optima Recruitment Full time

    Role OverviewWe are seeking an experienced and organized individual to join our team as a Client Services Administrator. This is an excellent opportunity for someone looking to start their career in financial services or progress their administrative skills.Key ResponsibilitiesAnswering phone calls and passing on messages to the Admin and AdvisersOpen and...

  • Administrator

    5 months ago

    Alton, United Kingdom UDlive Full time

    **Job Title: Administrator** **Responsibilities**: - **Financial Management**: Oversee financial activities including budgeting, invoicing, accounts payable/receivable, and financial reporting. - **Vendor Management**: Liaise with vendors, negotiate contracts, and ensure timely delivery of goods and services. Maintain relationships with suppliers and...

  • Trainee Ifa Administrator

    5 months ago

    Alton, United Kingdom Capio Recruitment Full time

    **Position: Trainee IFA Administrator** **Location: Alton** **Salary: Flexible, dependent on experience and skills** Are you looking to embark on an exciting career in the financial services industry? Do you have a keen interest in helping clients achieve their financial aspirations while working with a highly reputable and multi-award winning Chartered...

  • Finance Administrator

    1 month ago

    Alton, Hampshire, United Kingdom Prodigi Group Full time

    Job Summary:The Finance Administrator will play a vital role in supporting the finance department by performing a range of administrative and financial tasks. This includes handling accounts receivable, conducting bank reconciliations, maintaining financial records, and providing general administrative support. The successful candidate will have strong...

  • Financial Operations Coordinator

    2 weeks ago

    Alton, Hampshire, United Kingdom Prodigi Group Full time

    About the Role:The Financial Operations Coordinator will be responsible for supporting the finance department in various administrative and financial tasks. This includes handling accounts receivable, conducting bank reconciliations, maintaining financial records, and providing general administrative support.Key Responsibilities:Accounts Receivable:Process...

  • Financial Operations Coordinator

    3 weeks ago

    Alton, Hampshire, United Kingdom Prodigi Group Full time

    Job Title: Finance AdministratorProdigi Group is seeking a highly organized and detail-oriented Finance Administrator to join our team. As a key member of our finance department, you will be responsible for performing a range of administrative and financial tasks, including accounts receivable, bank reconciliations, and data entry.Key...