- Development opportunities
- Regular team events
- Provide administrative support to financial planners, including preparing client meeting packs, processing new business applications, and maintaining client records.
- Assist with client communication and correspondence, including responding to client queries and scheduling appointments.
- Liaise with product providers and other third parties to gather information and documentation.
- Prepare and process client documentation, including financial planning documents, and compliance paperwork.
- Assist with the implementation of financial plans, including setting up client accounts, processing transactions, and monitoring progress.
- Experience in a similar administrative role within financial planning is essential.
- Knowledge of Intelligent Office is required.
- Strong organisational skills with the ability to prioritise tasks and manage deadlines effectively.
- Excellent attention to detail and accuracy
- Excellent communication skills, with the ability to interact professionally with clients and colleagues.
- A proactive and self-motivated approach, with the ability to work as part of a small team
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Workforce Planning Administrator
2 weeks ago
Spinwell Kidlington, United KingdomRole: Workforce Planning Administrator REF 360479 · Contract Length: Until 30/09/24 · Location: Kidlington · IR35: Inside · Pay Rate to Intermediary: £16.73 per hour · Spinwell is recruiting for a Workforce Planning Administrator for an excellent opportunity within the public sec ...
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Planning Administrator
3 weeks ago
Page Personnel Oxford, United KingdomWorking for a global leader in their industry · - Immediate starts available · **About Our Client**: · My client are a leading organisation in the water hygiene services sector who are looking to expand. They are based in a picturesque part of Oxfordshires countryside. They are t ...
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Financial Planning Administrator
1 week ago
The Recruitment Group Witney, United Kingdom Full timeWe are working exclusively with a successful wealth management company who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of t ...
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Planning Administrator
1 week ago
ALPLA UK Limited Milton Keynes, United Kingdom**What you will enjoy doing**: · **Planning Administrator - Part Time** · **Milton Keynes, Kingston (MK10)** · **Monday to Thursday (8am - 3pm)** · **£18,600 Pro Rata (24 Hours per week)** · **Purpose** · The Planning Administrator will support the Planning office with general ad ...
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Planning Administrator
1 week ago
Aira Abingdon, United KingdomClean-energy tech leads to a positive global transformation. Heating homes contribute to 15% of Europe's CO2 emissions. Switching to sustainable solutions offers households a way to achieve net-zero emissions. · Aira's mission is to advance the next generation of home energy solu ...
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Financial Planning Administrator
2 weeks ago
Reed Insurance Marlow, United KingdomIf you are actively looking, you have some Admin skills within Financial Services and in addition have a minimum of 1 years IFA Administration, the client will help develop you further and the role will be completely office based. · b) Previous within a Financial Planning IFA Pra ...
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Supply Planning Administrator
3 weeks ago
Harrods Thatcham, United KingdomSupply Planning Administrator · Additional Information: · Time Type: · Permanent · Department: · Supply Chain Planning (Mariana Agostinho) ...
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Purchasing and Planning Administrator
3 weeks ago
Optical Filters USA Thame, United Kingdom**Purchasing & Planning Administrator** · Optical Filters are leaders in the design and manufacture of display screen products including EMI-shielded windows, optical laminating, display filters and other specialist glass and polycarbonate screens. · This growing company supplies ...
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Financial Planning Administrator
1 week ago
Recruit Wealth Ltd Milton Keynes, United KingdomRecruit Wealth are representing one of the UK's fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Milton Keynes offices. · The business is a modern, highly ethical and rewarding emplo ...
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Financial Planning Administrator
1 week ago
Mazars Milton Keynes, United Kingdom**Overview of the Mazars Private Client (MPC) service line** · The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to: · - Individuals · - Business Owner-Managers · - Trustees - Private and Charitable · Our unbi ...
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Financial Planning Administrator
3 weeks ago
Mazars Milton Keynes, United Kingdom**Overview of the Mazars Private Client (MPC) service line** · The Mazars Private Client service line provides impartial, tailored financial planning, wealth management and tax advice to: · - Individuals · - Business Owner-Managers · - Trustees - Private and Charitable · Our unbi ...
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Financial Planning Administrator
2 weeks ago
Recruit Wealth Ltd Warwick, United KingdomRecruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. · Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, the ...
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Financial Planning Administrator
1 week ago
Recruit Wealth Ltd Woodstock, United Kingdom Permanent, Full timeRecruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. · With over 40 offices nationally, our client is ...
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Financial Planning Administrator
1 week ago
Ortus PSR Swindon, United KingdomOur client is looking for an IFA Administrator who has a background in the industry and brings the highest standards of customer service. The role would suit someone who is driven, ambitious and has a proactive approach, and is comfortable working with excellent standards. · **Th ...
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Financial Planning Administrator
2 weeks ago
Mazars Milton Keynes, United Kingdom**Benefits**: · Annual Leave + · Charitable Giving · Dental Insurance · Wellbeing Benefits · Virtual GP · Cycle to Work · Gym Discounts · Life Assurance · Pension · Flexible Benefits + · **Meet the recruiter**: · Chris Thomson ...
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Entry Level Financial Planning Administrator
1 week ago
Recruit UK Oxford, United Kingdom**Job Title**: Entry Level Financial Planning Administrator · **Industry**: Financial Advice · **Location**:Oxford · **Salary**: £24,000 · **Job Reference**:8188 · Are you an administrator, looking to get into the financial planning industry? · Recruit UK are working on an exciti ...
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Financial Planning Administrator
1 week ago
Recruit Wealth Milton Keynes, United KingdomRecruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for an experienced Administrator to join their Milton Keynes team. · The business is a modern, highly ethical and rewarding employer. They deal wit ...
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Financial Planning Administrator
1 week ago
The Burford Recruitment Company Ltd Long Hanborough, United Kingdom Full timeHybrid working * Development opportunities * Regular team eventsA financial planning firm based in Long Hanborough, Oxfordshire, are seeking a motivated and detail-oriented Financial Planning Administrator to join their company.The Financial Planning Administrator will play a cru ...
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Planning and Inventory Support Administrator
3 weeks ago
OX-SEVEN LIMITED Banbury, United KingdomA great opportunity has arisen for a Planning and Inventory Support role on a FTC, based in Banbury. · The primary function of the position is to support the planning of inventory management within the supply chain team based at the 3PL site. · You'll be maximizing inventory inte ...
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Ifa / Wealth Planning Administrator
1 week ago
Cranleigh Personnel Leamington Spa, United Kingdom**IFA / Wealth Planning Administrator** · **Location: Leamington Spa** · **Salary: £26,000 - £32,000** · **Are you an IFA / Wealth Planning Administrator who is now looking for their next move?** · - Has your existing practice been recently bought out by a larger firm and the cul ...
Financial Planning Administrator - West Oxfordshire, Oxfordshire, United Kingdom - The Burford Recruitment Company Ltd
Description
Hybrid working
The Financial Planning Administrator will play a crucial role in supporting our financial planners and ensuring the smooth operation of our office. This is an excellent opportunity for an individual with strong administrative skills and a background in financial planning, or wealth management to develop their career in the industry.
Responsibilities: