370 financial planning administrator jobs found

Job Title: Financial Planning Administrator Boston, UK Competitive salary dependent on experience Compensation and Benefits: * Enhanced Pension: We offer an employer contribution of 5%. * Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service. * Study/Exam Support: Full support for your professional development, covering CII fees and offering exam days off. * On-Site Parking: Convenient on-site parking facilities for all team members.. * Team days out / social events, such as regular attendance at the local races! A well-established financial advisory firm is seeking experienced Financial Planning Administrators to join the team. As a key player in the financial planning industry, the business is dedicated to providing exceptional service to their clients and are looking for individuals who share their commitment. Key Responsibilities: As a Financial Planning Administrator, your primary responsibilities will include: *...

Financial Planning Administrator Location Northampton Salary: £25,000 - £32,000 Duration: Permanent, Full Time, Part Time Hybrid The opportunity for a Senior Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. During a period of growth, our client is looking to hire senior members t the team. This is an opportunity for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. Benefits * Death in Service * Income Protection * Private Healthcare * Free Company Gym * Company Pension * On-site parking What’s needed to be considered In order to be considered for this unique opportunity, candidates need to have – * Previous experience within a Financial Planning role * Professional communication manner, both written and verbally *...

Financial Planning Administrator , Wealth Management , IFA The Client A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. There will also be opportunity for Financial Planning exams to be supported in time should the candidate be interested in pursuing the RO exams. The Financial Planning Administrator role will provide a high level of administrative support to Wealth Management teams, including Wealth Planners and Paraplanners. The Financial Planning Administrator will be responsible for Client Data Input and Client Record Maintenance, and will maintain the Intelligent Office database to include fund updates. The Financial Planning Administrator will issue and follow up information requests to pension providers and Life and Investment companies. The Financial Planning Administrator will be the...

Job Title: Financial Planning Administrator Location: Leicester (LE2) Are you a diligent and highly organised professional seeking a rewarding career in the financial planning industry? If so, an exciting opportunity awaits you at an established wealth management firm in Leicester. We are looking for a Financial Planning Administrator to join the team and provide essential administrative support. Situated in a charming retail area on a pleasant road with estate agents, surveyors, and accountants as neighbours, the office is conveniently accessible via a bus route that connects both Leicester and Market Harborough. There is nearby parking for your convenience and they operate from a shop-front office, making it easy for walk-in clients to access services. Position Details: * Full-Time Role: This is a full-time office-based position, with a salary of £25,000. Additional Incentives: * £500 salary increase for every relevant professional qualification (RO exam)...

Location: Meriden, Coventry Salary: £25,000 - £30,000 Duration: Full time, Permanent, Flexible, Hybrid, Part time We are working with a well renowned financial planning firm who are looking for a new Financial Planning Administrator to join their busy Meriden office and assist in providing a highly personalised financial planning and investment management service. The role can offer a competitive salary, flexible and home working as well as opportunity to take exams and continue in your career development. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review...

Financial Planning Administrator A fantastic opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments, inheritance tax, protection and long term care planning. You will join a thriving team part of a large national business who currently have over £10billion in funds under management. The offering A competitive salary will be on offer for the right candidate which will increase substantially with completion of exams and acquisition of skills and experience gained within the firm. You will also receive a discretionary bonus and other attractive benefits. This role represents an excellent opportunity to join a progressive and expanding firm whose leadership team will invest in you and your professional development. There will...

Financial Planning Administrator - Chesterfield The Company and Offering A new opportunity has arisen for a Financial Planning Administrator to join a well-established firm of Financial Planners in their Chesterfield office. On offer will be a competitive salary and benefits package, along with professional development, study support and continued training. This award-winning business have created a unique environment where employee well-being is a top priority. The leadership team want every team member to feel supported, engaged and interested in their role and happy in the workplace. They offer a healthy work life balance with a flexi- time working option. Duties This role will involve providing full administrative support to financial planners who give advice on pensions, investments and protection to both individuals and business owners. * You will be involved in looking after both new and existing business, but more of a focus on the latter. * Obtaining illustrations...

Financial Planning Administrator - Gateshead Competitive salary based on experience plus study support and a long term career path within financial services. Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team in Gateshead. This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment. The Role In this role, you will be responsible for providing full administrative support to the financial planning team. This will include processing new business applications, completing client paperwork and preparing client reports....

Financial Planning Administrator Competitive salary based on experience plus study support and a long term career path within financial planning. Are you a highly organised, client-focused individual, with a passion for financial services? If so, this could be the perfect role for you. My client, a leading financial services practice, is looking for an additional Financial Planning Administrator to join their team on the outskirts of Sunderland. This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals. You will be working with a team of experienced financial planners and paraplanners providing full administrative support in a client-focused environment. The Role In this role, you will be responsible for providing full administrative support to the financial planning team. This will include processing new business applications, completing client paperwork and preparing client...

Financial Planning Administrator  Gloucester (on-Site) Monday to Friday, 8:30 am to 5 pm Salary to £32,000  Working with like-minded people who care about their colleagues makes coming to work each day so much easier. The Person  You'll be someone who takes pride in their work, is a strong communicator, enjoys working with people from all walks of life, and has excellent attention to detail. You're already working as an administrator with an IFA firm, dealing with investment, wealth management, and pensions, which means you know what to do. The Company  It's an established financial planning firm with circa 10 staff. You'll work as part of the Client Services Team, so there are people to help you when you need it. They're a friendly, fun team, and you'll be encouraged to learn, grow and develop your knowledge and skills.   You'll be funded to attain the...

Financial Planning Administrator Vacancy - £32,000 + Bonus (Up to 20%) An Independent Financial Adviser in Canterbury are seeking a Financial Planning Administrator who has experience: * Processing new business * Preparing client meeting packs, including valuations and illustrations * Processing LOA’s * Liaising with and chasing clients, providers and 3rd parties for provide or gain any additional information required You’ll join a small but growing team of experienced Administrators with good experience that work together with the Advisers and Paraplanners to ensure their clients receive the best possible service. You’ll receive any additional training and be supported in achieving the level 4 diploma in regulated financial planning and beyond. To be considered you will be: * Doing an Administration/Support role within a Financial Advisers currently Further info: * Starting salary is £28,000-£32,000 * Office based * Up to 20%...

Location: Barnstaple Salary: £24,000 - £28,000 Duration: Full time, Permanent, Hybrid (working from home 2 days a week) A new opportunity for a Financial Planning Administrator has become available for a prestigious national financial services firm in their Barnstaple office. The role will involve working closely with clients and financial advisers to provide a great holistic wealth management service. There is great opportunity to be supported through exams and continue progressing in your career as well as a competitive salary and hybrid working model. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative...

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Bracknell team/office. Our client is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards ensuring financial security with their expert advice and guidance. This is a hands on Administration role, working alongside experienced team members of Paraplanners and Financial Advisers. Overview of the role is detailed below: * Preparation of correspondence including letters and emails * Ensuring appropriate documentation is scanned and attached to the relevant client records * Maintaining all administration systems, ensuring all client data is accurate and up to date * Composing letters of authorities and chasing providers for the relevant policy information * Build relationships with clients and interact...

This Financial Planning Administrator job near Halesowen is seeking an experienced individual to provide support to local Financial Advisors In your role as a Financial Planning Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: * Taking phone calls and handling appropriately * Corresponding with clients via written and verbal * Processing new business * Preparing client review packs * Arranging client meetings and managing the Financial Advisor’s diary * Maintain accurate client records Financial Planning Administrator Requirements * You must have experience as a Financial Planning Administrator within a financial planning firm * Experience of using Intelligent Office and Platforms is desirable * An understanding of model portfolios and DFMs is desirable The Company This national independent financial...

This Financial Planning Administrator job near Halesowen is seeking an experienced individual to provide support to local Financial Advisors In your role as a Financial Planning Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including: * Taking phone calls and handling appropriately * Corresponding with clients via written and verbal * Processing new business * Preparing client review packs * Arranging client meetings and managing the Financial Advisor’s diary * Maintain accurate client records Financial Planning Administrator Requirements * You must have experience as a Financial Planning Administrator within a financial planning firm * Experience of using Intelligent Office and Platforms is desirable * An understanding of model portfolios and DFMs is desirable The Company This national independent financial...

This Financial Planning Administrator job in Gerrard’s Cross provides opportunity to join a growing, boutique financial planning firm As a Financial Planning Administrator you will be working directly with the Principal Financial Advisor to provide excellent client service. Your key focus will be to provide detail orientated and timely administrative support to assist the business running as smoothly as possible. Your duties will include: * Assisting with diary management to organise client appointments * Prepare client meeting packs and obtain missing information prior to the appointments * Identifying upcoming tasks and completing them in a timely manner * Submitting new business and tracking cases through their client database * Input information onto sales system and platform system * Maintaining and updating client records * Responding to client queries and requests for information * Ensuring all tasks are completed in a compliant manner Also,...

Location: Kimbolton, Cambridgeshire Salary: £25,000 - £30,000 Duration: Full time, Permanent, Hybrid (working from home 1 day a week) We are working with a highly regarded Independent Financial Advice firm who are looking for a new Financial Planning Administrator to join their busy Kimbolton office and assist in providing a highly personalised financial planning and investment management service. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and administrative procedures. * Document Preparation: Prepare and review necessary paperwork, including investment applications, client agreements, transfer forms, annual review packs...

The Burford Recruitment Company are working on behalf of an independent and successful wealth management firm who are looking to appoint an experienced Financial Planning Administrator. This is a fantastic opportunity to be part of a small team of like-minded passionate individuals where you can really make a difference. You’ll be responsible for Business Processing, Client Servicing and Preparation of Annual Planning Meetings as well as other general admin tasks. You will have demonstrable experience working in an administrative capacity for an independent financial planning company and have an excellent knowledge of Financial Services Products. Key Responsibilities * Check accuracy and completeness of new business documentation * Send letters of authority and gather accurate information * Obtain illustrations and application forms * Production of portfolio valuations * Prepare client documentation and correspondence pre and post meetings as per business...

Financial Planning Administrator Location: Wymondham Salary: £25,000 - £30,000 Duration: Full time, Permanent, We are working with a Wymondham based Independent Financial Adviser who are looking for a new Financial Planning Administrator. The role will involve working closely with the Financial Planning team to help them prepare for meetings and give a great financial advice service to clients. The role will provide great exposure to complex financial advice cases and there will be the opportunity to take financial planning exams and progress within the business. Financial Planning Administrator Key Responsibilities * Processing new business: investments, pensions * Liaising with third party providers * Administrative Support: Provide comprehensive administrative support to the financial advisors * Client Servicing: Respond to client inquiries, address general service requests, and provide information on account balances, transactions, and...

Job Title: IFA Administrator (Paraplanner) Stratford-upon-Avon, UK Salary Range: £25,000 - £28,000 Opportunities to get involved and progress fully into Paraplanning! Are you a meticulous and detail-oriented individual with a passion for financial planning? We are working with a well-established independent financial advisory firm, who are currently seeking an IFA Administrator to join our team. This role involves a focus on paraplanning, supporting the advisers in delivering expert financial advice to valued clients. About Us: As independent financial advisers, we pride ourselves on our ability to provide expert advice on a wide range of financial products from various providers. Our dedicated team of advisers conducts thorough research, compares options, and selects the most suitable products tailored to each client's unique needs. This is more than just an advisory firm; we embrace a holistic approach to financial planning. With a rich history, a loyal client...