Jobs
>
Alton

    Financial Planning Administrator - Alton, United Kingdom - Blakemore Recruitment

    Blakemore Recruitment
    Blakemore Recruitment Alton, United Kingdom

    1 week ago

    Default job background
    Description

    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
  • Recruit UK

    Financial Planning Administrator

    2 weeks ago

    Recruit UK Alton, United Kingdom

    **_Are you an experienced financial planning administrator, looking for your next challenge? _** · **_Like the sound of working for a thriving asset management firm based in the heart of Alton?_** · We are working on an excellent opportunity for a Financial Planning Administrator ...

  • United Living

    Planning Administrator

    3 weeks ago

    United Living Hampshire, United Kingdom

    **Planning Administrator**: · Job description · United Living is a fast-paced, ambitious and rapidly expanding business, with huge plans for the future. · Our Property Services team work with a number of key local authority and housing association partners, and we are currently l ...

  • Correct Contract Services Ltd

    Planning Administrator

    2 weeks ago

    Correct Contract Services Ltd Andover, United Kingdom

    Working hours of either · Job Purpose: · Provides office services by implementing administrative systems, procedures, and policies, and monitoring of planned works for tradesmen and liaising with the client. · **Duties**: · - Maintains optimum workflow by following existing proc ...

  • Correct Contract Services Ltd

    Planning Administrator

    2 weeks ago

    Correct Contract Services Ltd Andover, United Kingdom

    Working hours of either · Job Purpose: · Provides office services by implementing administrative systems, procedures, and policies, and monitoring of planned works for tradesmen and liaising with the client. · **Duties**: · - Maintains optimum workflow by following existing proc ...

  • Page Personnel Finance

    Planning Administrator

    3 weeks ago

    Page Personnel Finance Waterlooville, United Kingdom

    My client who is based just outside of Waterlooville is currently looking for a Planning Administrator to join them on an immediate basis for a contract position. · **Client Details** · My client is a growing company based on the south coast, · **Description** · As the Planning A ...

  • Correct Contract Services Ltd

    Planning Administrator

    3 weeks ago

    Correct Contract Services Ltd Andover, United Kingdom

    Working hours of either · Job Purpose: · Provides office services by implementing administrative systems, procedures, and policies, and monitoring of planned works for tradesmen and liaising with the client. · **Duties**: · - Maintains optimum workflow by following existing proc ...

  • Cappagh Contractors

    Planning Administrator

    3 weeks ago

    Cappagh Contractors Havant, United Kingdom

    Job title: · Planning Administrator · Department/Section: · Planning/ Streetworks Team · Main purpose of job: · To assist the planning team with any and all tasks including metering, new service connections and reinstatement works as set by Portsmouth Water. · Key Responsibilitie ...

  • Fawkes and Reece

    Planning Administrator

    3 weeks ago

    Fawkes and Reece Portsmouth, United Kingdom

    Admin Role - Construction Industry · Permanent position · Monday-Friday Office based no WFH option · Salary - £20-23k · i am currently working with a large construction company in recruiting of a hardworking admin to join their team. You will be based in their head office in Port ...

  • Dynamite Recruitment Solutions Ltd

    Financial Planning Administrator

    2 weeks ago

    Dynamite Recruitment Solutions Ltd Farnham, United Kingdom

    A chartered wealth management firm who offers passion and support at the forefront of their brand. Working in their beautiful offices in Farnham you will be joining an established team who are looking for a Client Services Administrator to join their teamon a hybrid working basis ...

  • United Living

    Planning Administrator

    4 days ago

    United Living Hampshire, United Kingdom

    **Planning Administrator - South**: · Job description · United Living is a fast-paced, ambitious and rapidly expanding business, with huge plans for the future. · Our Property Services team work with a number of key local authority and housing association partners, and we are cur ...

  • Howells Solutions

    Planning Administrator

    3 days ago

    Howells Solutions Portsmouth, United Kingdom

    **Planning Administrator - Social Housing Repairs and Maintenance** · **Based in Portsmouth · Full Time - Permanent · £23,000 per annum** · Are you an experienced Administrator within the social housing sector? Do you have impeccable Customer Service skills along with strong admi ...

  • Saxon Weald

    Planning Administrator

    4 days ago

    Saxon Weald Horsham, United Kingdom

    **Planning Administrator (Fixed Term Contract - 6 months)** · **c£23,000 per annum pro rata** 37hrs p/w** · HomeFix, our successful in-house repairs team, is responsible for carrying out responsive repairs and planned works to our properties. Working as part of a team, your role ...

  • Robinson Financial Careers

    Financial Planning Administrator

    3 weeks ago

    Robinson Financial Careers Fleet, United Kingdom

    A rare opportunity has become available for an experienced Administrator to join one of the UK's most dynamic Chartered Wealth Management Firms at their Fleet location. · **_KEY RESPONSIBILITIES_**: · Ø To check new business cases prior to submission ensuring forms are completed ...

  • JJ Search Ltd

    Financial Planning Administrator

    2 weeks ago

    JJ Search Ltd Guildford, United Kingdom Full time

    · 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. · The Financial Planning A ...

  • The Hyde Group

    Administrator - Planned Works

    3 weeks ago

    The Hyde Group Havant, United Kingdom

    **Havant** · **Up to £25,520** · Hyde is looking to recruit an Administrator. · Hyde is one of the UK's leading Housing Associations. Our values guide the way we operate; we're customer driven, inclusive, collaborative and innovative. We work in partnership with our customers to ...

  • Appointed Ltd

    Financial Planning Administrator

    3 weeks ago

    Appointed Ltd Fareham, United Kingdom

    **Whole of market financial planning practice are in need of a IFA Administrator to work on a hybrid basis from their Fareham office to provide both clerical and administrative support to ensure the smooth running of the firm.** · You will be supporting a team of financial advise ...

  • Corrigenda Ltd

    Planned Maintenance Administrator

    1 week ago

    Corrigenda Ltd Winchester, United Kingdom

    **Planned Maintenance Administrator - Hampshire County Council Contract** · **Permanent / 40 hours per week (Monday - Friday)** · **Location: Based at Winchester** · **Reporting to: Office Manager** · **Job Summary** · Corrigenda are looking to recruit a Planned Maintenance Admin ...

  • Financial Divisions

    Financial Planning Administrator

    3 weeks ago

    Financial Divisions Weybridge, United Kingdom

    **CALLING ALL GRADUATES: Financial Planning Administrator - IFA Firm with Ultra High Net Worth Clients - £25k - Weybridge (Surrey) + Bonus + Full Study Support** · Are you a recent Graduate or Junior Financial Administrator with aspirations to work in wealth management/financial ...

  • Dynamite Recruitment Solutions Ltd

    Financial Planning Administrator

    2 weeks ago

    Dynamite Recruitment Solutions Ltd Gosport, United Kingdom

    We are recruiting for a Senior Financial Planning Administrator to join our clients experienced team.The purpose of this role is to offer high level administrative support to the Advisers. You will have primary responsibility for supporting the new clientsales process, liaising w ...

  • Correct Contract Services Ltd

    Retrofit Planning Administrator

    2 weeks ago

    Correct Contract Services Ltd Andover, United Kingdom

    Working hours of either · **Job Purpose**: · Provides office services by implementing administrative systems, procedures, and policies, and monitoring projects, planning of works for tradesmen and liaising with the client. · **Duties**: · - Works within the admin team, assisting ...