Jobs
>
London

    Financial Planning Assistant - London, United Kingdom - Ortus PSR

    Ortus PSR
    Ortus PSR London, United Kingdom

    1 month ago

    Show more Collapse job
    Default job background
    Full time
    Description

    If you have experience of handling complex Administration duties for an IFA firm and are looking for a culture that puts people first and actively invests in personal development then apply today. We are looking for an experience IFA administrator to assist the team of Financial Advisers and Paraplanners in delivering an outstanding holistic financial planning service to new and existing HNW clients

    The firm has won a number of awards in relation to culture and growth as well as achieving Chartered status with the CII.

    Salary: £25,000 - £35,000 + Benefits and hybrid working 2 days a week in the office.

    You will be conducting the following duties in the role:

    Completing client based Anti-Money Laundering requirements.

    Processing client risk questionnaires.

    Filing the teams post and client related documents to the virtual filing cabinet.

    Handling all mass mail outs to clients on behalf of the team.

    Liaising with clients and providers for relevant paperwork and information.

    Assisting with the preparation of meeting packs for client meetings and Annual Suitability Reviews.

    Producing accurate client portfolio valuations and statements, predominantly using Excel.

    On occasion, sitting in on client meetings and taking notes.

    Using appropriate systems and processes to submit new business to providers.

    To be considered:

    Experience dealing with IFA related admin ideally within a financial services / IFA setting.

    Demonstrable experience of delivering client service at the highest level.

    Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.

    Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection will be an advantage, but is not essential.

    We have other current jobs related to this field that you can find below

  • AJACO

    Planning Assistant

    3 weeks ago

    AJACO London, United Kingdom

    **Job Title**:Planning Assistant · **Job Type**:Contract/ Temporary · **Duration**: 2 months · **Rate**:£ per day · **Location**:London · **IR35 Status**:In scope · **Security Clearance**:BPSS Check will be required before starting · **Description**: · To assist in the developmen ...

  • Wildstone Capital

    Planning Assistant

    2 weeks ago

    Wildstone Capital London, United Kingdom

    Job Description · **Job Title**:Planning Assistant · ‍**Report Line**: Head of Planning UK · ‍**Department**: Planning · ‍**Location**: London · Who we are: · Wildstone are Europe's leading owner of outdoor media infrastructure. The company's impressive portfolio of over 5,300 ou ...

  • YourParkingSpace

    Planning Assistant

    3 weeks ago

    YourParkingSpace London, United Kingdom

    WHO ARE YOURPARKINGSPACE? · YourParkingSpace has a mission, to change the way the world parks. We see a world where parking is seamlessly integrated into our journey through the use of smart technology. · From stress-free parking to convenient EV charging, we provide drivers with ...

  • Dentsu Aegis Network

    Media Planning Assistant

    3 weeks ago

    Dentsu Aegis Network London, United Kingdom

    We have an exciting opportunity for a Planning Assistant to join our client team in London. · The role is permanent, full time and will be hybrid between our London office and home. The salary is £25,000 annually. · Job Title: · Media Planning Assistant (Client Team) · **Job Desc ...

  • Quest Search and Selection

    Space Planning Assistant

    3 weeks ago

    Quest Search and Selection London, United Kingdom

    Ref: JO | £ £ per annum + benefits | Location:London, England | Added:13/12/22 · **The Company** · Quest Search & Selection have partnered with a luxury omnichannel retailer who have grown to become a global powerhouse and has a collection of the world's most iconic brands. · **T ...

  • Dentsu Aegis Network

    Display Planning Assistant

    4 weeks ago

    Dentsu Aegis Network London, United Kingdom

    Amplifi is the media investment arm of Dentsu. The core objective of Amplifi is to deliver efficient trading along with strategic & innovative media solutions, whilst embracing the changing world of media. Working closely with our media partners to ensure a point of difference vs ...

  • Channel4

    Media Planning Assistant

    3 weeks ago

    Channel4 London, United Kingdom

    **Vacancy Name** · - Media Planning Assistant · **Vacancy No** · - VN1594 · **Location City** · - London · **Location Country** · - United Kingdom · **Job Title**:Media Planning Assistant - 10 Month Fixed Term Contract (MAT Cover) · - **Reports to**:Media Planning Operations Mana ...

  • mbf.

    Financial Planning Assistant

    3 weeks ago

    mbf. London, United Kingdom

    A client of ours with offices in Farringdon currently seeks to recruit for a Financial Planning Administrator to join their team. This business was established in 2000 and quickly gained notoriety as one of London's most reputable advisory businesses witha specialism in the enter ...

  • Dentsu Aegis Network

    Media Planning Assistant

    3 weeks ago

    Dentsu Aegis Network London, United Kingdom

    All our entry level roles at dentsu are open to everyone including college leavers, Graduates and career changers. · Job Title: · Media Planning Assistant (Entry-level) · **Job Description**: · About the role · As an entry level professional in this position, you would have the o ...

  • Quest Search and Selection Ltd

    Space Planning Assistant

    3 weeks ago

    Quest Search and Selection Ltd London, United Kingdom

    **The Company** · Quest Search & Selection have partnered with a luxury omnichannel retailer who have grown to become a global powerhouse and has a collection of the world's most iconic brands. · **The Role** · As Assistant Space Planner, you will assist the Space Planner with ma ...

  • Buzzacott

    Financial Planning Assistant

    4 weeks ago

    Buzzacott London, United Kingdom Part time

    An opportunity has arisen for a Financial Planning Assistant to join our Financial Planning team on a part-time basis for a fixed term 1 year contract. Our team provide services to both private clients and organisations. Each of our clients' goals are different, but overall, wher ...

  • mbf.

    Wealth Planning Assistant

    3 weeks ago

    mbf. London, United Kingdom

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. · Purpose foy the role will be to support client facing Wealth Management personnel, Investment Mana ...

  • Financial Divisions (City) LLP

    Financial Planning Assistant

    3 weeks ago

    Financial Divisions (City) LLP London, United Kingdom

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a graduate IFA Administrator who has gained at least 12 months experience working in Wealth Management and looking for a new challenge in a technical administra ...

  • Alexander Mann Solutions for Public Sector Resourcing

    Planning Assurance Assistant

    4 weeks ago

    Alexander Mann Solutions for Public Sector Resourcing London, United Kingdom

    **Planning Assurance Analyst Inside IR35** · **Contract Term: 3 Months** · **Contracting Authority: Network Rail** · **Location: London (Hybrid working available)** · **As a Planning Assurance Analyst, your main responsibilities would be**: · - Assess supply chain programmes for ...

  • Network Rail

    Planning Assistant

    2 weeks ago

    Network Rail London, United Kingdom

    Brief Description · The Planning Assistant (Access) assists and supports in the optimisation and integration of access into the Route engineering access plan. They work cross-functionally, liaising with all work requesters, customers and stakeholders to build and optimise the eng ...

  • GIOS Technology

    Planner / Planning Assistant / Project Assistant

    3 weeks ago

    GIOS Technology London, United Kingdom

    We are hiring for **Planner / Planning Assistant / Project Assistant (Railways)** · **Location : Remote** & 3 days per week in London Office · - Create safe systems of work packs and re-plan any safe system of work packs that have been rejected. · - Ability to engaging with stake ...

  • Sainsburys

    Seasonal Space Planning Assistant

    3 weeks ago

    Sainsburys London, United Kingdom

    **Seasonal Space Planning Assistant** · Y2) · An opportunity to join our Events & Flexible Space team and provide support across a number of key areas of responsibility including team planning, keeping our stakeholders updated and engaged with our plans and owning the competitor ...

  • Pod Talent

    Supply Chain Planning Assistant

    3 weeks ago

    Pod Talent London, United Kingdom

    I am thrilled to be working with a leading luxury consumer goods manufacturer based in London for a supply chain planning assistant This role is a great opportunity to get into a supply chain planning career in a leading global company. They are lookingfor an analytical and ambit ...

  • Page Personnel

    Senior Wealth Planning Assistant

    2 weeks ago

    Page Personnel London, United Kingdom

    Opportunity to work for a boutique investment manager in the City of London · - Earn performance based rewards in addition to a lucrative benefits package · **About Our Client**: · A boutique, multi-asset investment firm based in the City of London. A firm with a client first app ...

  • AMC Networks Inc.

    Continuity and Media Planning Assistant

    3 weeks ago

    AMC Networks Inc. London, United Kingdom

    Job Description · Who we are: · AMC Networks International (AMCNI), the global division of AMC Networks, delivers entertaining and acclaimed programming that reaches subscribers in more than 130 countries and territories. AMCNI consists of global brands, AMC and SundanceTV, as we ...