- Processing new business.
- Producing quotes.
- Preparing meeting packs.
- Completing and processing paperwork.
- Client liaison.
- Diary management.
- General administration duties.
- Salary up to £25,000.
- Hybrid working.
- 4 X Death in service.
- 25 days + bank holidays.
- Birthday off it falls on a working day.
- Group pension.
- Previous experience as a financial planning administrator.
- Ability to multitask.
- Problem solving skills.
- Excellent communication skills - both written and verbal.
- Ability to work independently and as a team.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
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Planning Administrator
4 weeks ago
Noble Foods Gainsborough, United Kingdom**_Noble Foods Home of the Happy Egg Company_**: · Noble Foods is a family-owned company which began in 1920 and includes successful milling, poultry, agriculture, and consumer foods businesses. Within this, Noble Foods owns several successful brands, including the UK's biggest f ...
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Planning Administrator
4 weeks ago
DHL Supply Chain Worksop, United KingdomBE AN ESSENTIAL PART OF EVERYDAY LIFE · Position: Planning Administrator · Location: Manton Wood, S80 3FY · Contract Type: Permanent (Full-Time) · Shift pattern: Monday - Friday Day Shift · At DHL our business is logistics, but people are our passion. With over 500,000 team membe ...
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Planning Administrator
4 weeks ago
Sleaford Quality Foods Ltd Sleaford, United Kingdom**Planning Administrator** · - Hours of Work: 8.00am to 4.00pm Monday to Thursday & 8.00am to 3.30pm Friday_ · Established in 1968, Sleaford Quality Foods Ltd is a leading supplier of dehydrated herbs, spices, starches, fruit and an extensive range of dried blended products to th ...
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Planning Administrator
3 weeks ago
2Fawcett Recruitment Sheffield, United Kingdom**Role **Planning Administrator · **Type** Full Time Permanent · **Location** Sheffield · **Salary **£24,000 (paid hourly) · **Overview** · 2fawcett are recruiting for a Production Planning administrator to join an industry leading manufacturing business in Sheffield, on a full t ...
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Financial Planning Administrator
2 weeks ago
Alexander Calder Financial Ltd Worksop, United KingdomFinancial Planning Administrator · Good benefits, free parking, study support · - Preparing client review packs for meetings · - Preparing new client files · - Using provider platforms · - Writing suitability reports - using templates · - General administrative tasks including an ...
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Financial Planning Administrator
4 weeks ago
Tempest Jones Sheffield, United Kingdom**Financial Planning Administrator** · An 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 planner ...
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Transport Planning Administrator
2 weeks ago
DHL Supply Chain Worksop, United Kingdom**Pay Rate**: £23,000 to £23,500 · **Contract Type**: Permanent (Full-Time) · **Shift patterns**: Monday - Friday Day Shift · **Location**: Manton Wood (S80 2FY) · DHL, award winning leading supply chain business is seeking a Transport Planning Administrator to play a vital role ...
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Planning and Operations Administrator
2 weeks ago
Recruit 2 You South Normanton, United KingdomOur client who is based in South Normanton, Derbyshire are looking for a Planning and Operations Administrator to join their team. · In this role, you will be responsible for planning and support administration in relation to the delivery of core business operations. This will in ...
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Financial Planning Administrator
3 weeks ago
Search Consultancy Chesterfield, United KingdomFinancial Planning Administrator · South Yorkshire / East Midlands · Salary up to £30,000 + excellent, training, exam support, benefits, free parking · This is a fantastic opportunity to work for a successful, established Financial Planning organisation not far from the Chesterfi ...
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Transport Planning Administrator
4 weeks ago
Wren Kitchens Barton-upon-Humber, United Kingdom**About The Role**: · Due to the continued growth of the business, we are recruiting a Transport Planning Administrator to support our planning team. The hours of work are 8:30am · - 5pm and you will be required to work every other Saturday. · **Critical purpose of role**: · - Pr ...
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Planning Administrator
3 weeks ago
Personnel Solutions (Midlands) Ltd Annesley, United Kingdom Temporary, Full timePlanning Administrator · Monday- Friday · On going temporary · 8am- 5pm · £11.44 per hour · Annesley · Responsibilities: · * Utilising in-house software to plan delivery routes · * Maintain electronic and hard copy filing systems · * Handle incoming and outgoing phone calls with ...
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Planning Administrator
1 week ago
Aira Home Beighton, 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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Transport Planning Administrator
3 weeks ago
Menzies Distribution Limited Normanton, United Kingdom Full timeTransport Planning Administrator · Menzies Distribution are looking for an experienced Transport Planning Administrator to join our team at our Central Planning Centre in Normanton, Wakefield. The purpose of this role is to support and assist in the smooth and efficient running ...
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Planned Works Administrator
2 weeks ago
Pertemps TM Sheffield, United Kingdom Full timePERTEMPS HAVE A BRAND NEW & EXCITING OPPORTUNITY FOR YOU. · Pertemps Sheffield are thrilled to share with you another opportunity with an immediate start · Based in Sheffield S1 area, our well established client is on the look out for a 'Planned Works Administrator'. · Informa ...
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Planning Team Administrative Support Assistant
3 weeks ago
Sheffield Teaching Hospitals NHS Foundation Trust Sheffield, United KingdomWe are looking to recruit an organised and enthusiastic individual to provide administrative support to the scheduling and allocation team through developing and maintaining efficient and effective administrative support systems and processes. · The role purpose is to support the ...
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Planning Team Administrative Support Assistant
3 weeks ago
Sheffield Teaching Hospitals NHS Foundation Trust Sheffield, United KingdomThe Active Recovery department are looking to recruit a new Team Administrative Support Assistant. · Active Recovery is a multi · - disciplinary team providing clinical support and rehabilitation to patients at home. The focus of the team is to promote admission avoidance into ho ...
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Planning Team Administrative Support Assistant
3 weeks ago
Sheffield Teaching Hospitals NHS Foundation Trust Sheffield, United KingdomWe are looking to recruit an organised and enthusiastic individual to provide administrative support to the scheduling and allocation team through developing and maintaining efficient and effective administrative support systems and processes. · The role purpose is to support the ...
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Financial Planning Administrator
2 weeks ago
Lime People Search & Select Ltd Sheffield, United Kingdom permanentMy client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. · We urgently seeking an experienced Administrator to join an exist ...
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Financial Planning Administrator
1 day ago
Lime People Search & Select Ltd Sheffield, United Kingdom Full timeMy client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.We urgently seeking an experienced Administrator to join an existing ...
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Pensions Administrator Pension Plan
2 weeks ago
Royal Mail Sheffield, United KingdomJob reference number 311237 · Salary £24,000 - £33,000 per annum, depending on experience and qualifications · Quarterly bonus potential · Company pension scheme with highly competitive contribution rates · Generous annual leave offering of 25 days, plus bank holidays, with the ...
Financial Planning Administrator - Gainsborough, United Kingdom - Recruit UK
Description
Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Kirton Lindsey
Salary: £25,000
Are you an experienced financial planning administrator, looking for a new role?
Recruit UK is working with a wealth management firm in Kirton Lindsey looking to bring on an additional Financial Planning Administrator. This role is to cover maternity leave, the contract will last between 12-18 months.
As a financial planning administrator, you will be part of a dedicated team providing personalised financial advice tailored to the client's unique needs and aspirations. Gone are the days of generic advice and bewildering jargon - this firm prioritise building meaningful relationships with its clients.
Furthermore, they strive to be a positive workplace for their staff, offering a friendly environment.
Duties will include:
Benefits:
Skills and experience required:
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Nottingham on a Financial Planning administration role.
Our commitment to you:
