173 financial planning administrator jobs found

Financial Planning Administrator - London Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in London. They are a boutique wealth management firm based in one of London’s most diverse, creative, and vibrant areas.  As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner and relationship manager, with exposure to family law, estate planning and trust corporation. Our client houses a friendly, supportive, and collaborative working environment with a fresh approach allowing them to offer clients more time and attention to ensure their financial plans match their aspirations. Responsibilities: Ensuring the back office is up to date Pre-populating product and service application forms and adviser charging authorities Preparation of reports, enclosures, and letters Preparation of meeting packs Banking administration...

Location Warwick Salary £24000 - £32000 TypePermanent WorkplaceHybrid Ref86292 Recruiter Managing This Role Job Title: Financial Planning Administrator Location: Warwick Salary: up to £32,000 Benefits: 31 days annual leave (incl BH) Income protection scheme from day 1 Life assurance from completion of probation Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc. Company sick pay from completion of probation About Us:  We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose:  As a Financial Planning Administrator, you will play a key role in providing essential administrative...

Job description An opportunity has become available for a Financial Planning Administrator in Ipswich to join a growing financial planning firm. This organisation offers great support, training and hybrid working. Your role will include but will not be limited to: Handle all incoming calls/emails in a professional and efficient manner Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner Record annual review dates on the back office system and monitor regularly Plan, book and prepare for all annual review meetings ensuring none are missed Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect Help clients to register for, navigate and update their account Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries Collate and pre-populate New Business /...

Financial Planning Administrator - Haywards Heath We are looking for a Financial Planning Administrator to join our clients team based near Haywards Heath. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients.  Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity. Responsibilities: To produce client portfolio valuations from various investment providers To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook...

Financial Planning Administrator - Bolney We are looking for a Financial Planning Administrator to join our clients team based near Bolney. We are looking for an individual who has previous experience either working for a wealth management firm, or within mortgages. Your main duties will include working alongside financial advisers and mortgage advisers to provide administrative support, along with growing and maintaining a relationship with their clients.  Our client provides plenty of career support, so if progression is something that is important to you then this could be the perfect opportunity. Responsibilities: To produce client portfolio valuations from various investment providers To produce all quotations, application forms and fund fact sheets for the Advisor's prior to client meetings To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records To...

Description £24,000 to £30,000 plus benefits IFA Administrator required by this regional IFA that provides financial planning to clients across investments, taxation and pensions. Connected to a professional practice the IFA arm continues to grow and now seeks an additional team member to support the Financial Planners. As the IFA Administrator you will deal with the preparation for client meetings and follow up of action points, new business processing, platform trades and other servicing, valuations, record keeping and data management plus liaison with clients and providers. You will be experienced in supporting Financial Advisors including exposure to the industry platforms and back office tools. You will have excellent team working skills whilst also capable of operating on your own initiative taking responsibility for your full remit. The firm offers an excellent range of core and flexible benefits plus full support through the Financial Planning...

Location Stansted Salary £30000 - £35000 TypePermanent WorkplaceHybrid Ref87368 Recruiter Managing This Role Our client are a highly reputable and award winning Wealth Management firm that provides effective investment management and financial planning for their clients.  Due to an internal promotion, a position has arisen for an IFA administrator to join the team. You will have the opportunity to work in a supportive team environment with a great office atmosphere, whilst also benefiting from the option to work from home a couple of days a week. Progression with be encouraged and supported Technical Client Support role after 12months Benefits: Salary bracket is £30,000 £35,000 Open to part time applicants Study support and leave Private Medical Health cash plan Parking Nice open plan office Hybrid working And much more To be considered for this IFA Administrator opportunity, candidates need to have: Previous 2years of IFA admin...

Location nottingham Salary £24000 - £30000 TypePermanent WorkplaceHybrid Ref87628 Recruiter Managing This Role IFA Administrator Nottingham Up to £30,000 The Client An opportunity has arisen for an experienced Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service. They pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. Benefits: Flexible hybrid working All exams/Qualifications support and paid for Buy/sell holidays PMI, dental care, DIS The Opportunity Due to current expansion plans, this company is looking for someone to provide high quality administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each persons specific skillset You will...

Location Farnham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref87179 Recruiter Managing This Role We are assisting a client based in Farnham in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service. If you come on board you will learn directly from the financial planners and the investment team. You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload. Nearly everyone in the company is working towards qualifications, full CII study support is provided. Benefits Training and progression Profit share (tax free) Charity days Quarterly bonus Christmas bonus £500 In order to be considered for this IFA Administrator opportunity: Previous experience within an IFA setting Professional communication...

Location Birmingham Salary £28000 - £32000 TypePermanent WorkplaceHybrid Ref87549 Recruiter Managing This Role Job Title: IFA Administrator Location: Birmingham/home based Salary: £28,000 to £32,000 per annum Benefits: Private Medical Insurance Death In Service: 4X Salary 5% Employer Pension Contribution 28 days Holiday + Bank Holidays Remote/flexible working, 2-3 times a month in Birmingham office. About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as an IFA Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose: As an IFA Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling...

Financial Administrator - Hickstead Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Hickstead. This will be a part-time position, 3 days a week. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such...

My client is a leading chartered practice that offers true financial planning advice to a diverse range of clients. Due to increasing demands they require an experienced financial planning administrator to join their highly performing and well regarded team. You will be providing support to the team of financial planners, mainly to private clients. You will help prepare valuation reports, maintain internal data bases, process new business and deal with both internal and client queries. You will navigate and transact on financial provider's websites, attaining policy information from providers etc.

Financial Administrator - Brighton Our client is looking for a Financial Planning Administrator to assist their in their busy practice in Brighton You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be: Keeping close contact between clients and colleagues Retrieving new and historic information about individual clients Holding records of every verbal, written or electronic communication with colleagues, clients and third parties Working alongside financial advisers to obtain information as part of the process of creating financial reports Assessing objectives for individual clients to target the necessary solution Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business,...

My client is a leading provider in wealth management advice with offices throughout the UK. Due to expansion, a rare and exciting opportunity has become available for a highly experienced IFA administrator or paraplanner to join their rapidly expanding Glasgow team providing support to their advisers. This is a unique opportunity to join a leading corporate organisation focus-sing on wealth management with scope for progression in the years to come. There are a number of roles available for various levels of individuals brought on board. Whether you be a skilled IFA administrator from a whole of market IFA environment or an experienced paraplanner holding your diploma. Key skills of successful candidates will include but not limited to: Experience of writing suitability reports, research on behalf of advisers Diploma qualification or progress towards Experienced in platforms - including Avelo, WRAP platforms etc Ability to review client portfolios and research risk involved...

Job description You will be part of the Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems New Business Processing: Setting up products/pensions with various providers, both paper-based and electronically, follow up through to completion Desired Skills and Expertise: Experience in supporting Wealth Advisers across various product areas Understanding of compliance requirements in the advisory process Proven track record of achieving targets independently You must have experience as a Financial Services Administrator to be successful in your application.

Organisation SOMERSET FOOTBALL ASSOCIATION Salary Expenses only Location GLASTONBURY, SOMERSET Contract type Volunteer (Part time) Closing date 9 August 2024 Interview date 2 Job Description The NED (Finance) will: •Be responsible for ensuring the Somerset Football Association has robust financial controls and secure systems of risk management, and therefore will require relevant financial experience and competency in accounting and/or auditing •Work closely with the existing Board, ensuring they are informed through relevant and timely information, allowing more robust decision-making. •Be required to form a strong relationship with the CEO and Financial Administrator, providing support and acting as a sounding board on all financial matters •To direct and monitor the business affairs of the Association by determining the vision, strategy, plans, policies and financial investment required to achieve the overall long-term business objectives. •Oversee the financial planning of...

Finance Systems Manager - D365 Business central implementation - NW Based Manchester, United Kingdom Permanent £55000 - £65000 per annum Finance Systems Manager - D365 Business central implementation - NW Based    My client is a charity that are on a mission to abolish poverty by providing humanitarian aid, sustainable development programs and solutions to struggling populations. The client is currently going through a D365 migration and looking to move from Navision across to D365 Business central. They are looking for a Finance Systems Manager to come in and work alongside the Head of Systems and Governance, to help lead the project internally.   This position is pivotal within the business as they are needing someone who is autonomous and strong with finance, accountancy and systems.   Key Responsibilities: Ensure that every financial system deployment are planned and managed according to best practice. Ensure successful completion of month...

IFA Administrator - Canterbury Our client is looking for an IFA Administrator to join their busy team in Canterbury. The role will require excellent planning and organisation skills, a professional pleasant telephone manner and good administration skills to deliver a true client centric experience, building up relationships where appropriate. Key Skills: Attention to Detail Analytical/Problem Solving Customer Focus Planning & Organising Resilience Teamwork Embracing Change Excellent record keeping skills Accurate data keying skills Excellent organisation and time management skills Proficient in Excel and Word Training will be given on back office system, workflow and common business process   Qualifications / Experience: Administration and customer service experience is essential. Telephone based experience would be beneficial. Financial Services experience would be beneficial. Qualifications desirable, or a willingness to study   

Job description You will be part of a team providing support many Financial Advisers and will be dealing with all financial products such as pensions and investments. Responsibilities: Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems Analysis: comparing products and providers with Financial Express Analytics and Selectapension Quotes and paperwork: preparation for various products, i.e. pensions, ISAs, bonds Suitability letters: preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection and investment actions New business processing: setting up products/investments with various providers, both paper-based and electronically, follow up through to completion You must have previous experience as a Financial Services Administrator to be successful in your application.

Client Support Administrator (Wealth Management) - London Our client is looking for a friendly and enthusiastic individual to join their busy Client Administration Team which supports the IFA and Technical Team. The main purpose of this role will is to provide support service to the advisory staff, to aid in the company's overall aim of providing a world class service. Responsibilities: - Provide administrative support to the team - Open, scan and distribute incoming post and prepare outgoing post - Prepare documents and obtain up to date valuations in advance of client meetings - Data gathering on clients and potential clients (with assistance from the planners) - Collate documentation relating to: client engagement; platform account opening; pension transfers; re-registration of assets etc. (all with assistance from planners) - Handle financial plan implementation for existing clients, from start to finish to include preparation and...