- General Administration duties
- handling incoming mail, scanning, filing
- arranging client meetings
- preparing client files for meetings
- processing new business
- maintaining client files, database management
- corresponding with clients
- the updating of fact finds and AML checks
- preparing valuations
- obtaining quotations
- liaising with providers
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Planning Administrator
1 week ago
Inside Out Purchasing & Supply Hertfordshire, United KingdomLocation: · Hertfordshire, England · - Sector: · Planning · - Job type: · Permanent · - Salary: · Up to £29000 per annum · - Job ref: · J13822_ · - Duration: · Ongoing (Perm) · Inside Out Purchasing and Supply has been engaged by our leading Hertfordshire based client to recruit ...
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Planned Contracts Administrator
5 days ago
Econorod Welwyn Garden City, United Kingdom**Job Description: Planned Contracts Administrator** · **About us** · We are a well established family run commercial drainage company, offering reactive and scheduled maintenance services to large restaurant, hotel, and supermarket chains. Due to continued expansion we are looki ...
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Demand Planning Administrator Ftc
1 day ago
Ocado Group Hatfield, United Kingdom**About us** · **About the role** · **This role is a fixed-term position until mid-April 2024** · The Demand Planning Administration Team are an integral part of keeping the Supply Chain function operating. You will help Supply Chain operate even more efficiently by completing a ...
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Financial Planning Administrator
1 week ago
The Orchard Practice Borehamwood, United Kingdom Full timeFinancial Planning IFA Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures. · Do you have at least one years experience gained in a financial ...
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Planning Administrator
1 week ago
Sheridan Ward Recruitment Ealing, United KingdomEaling Administration £25k - 27k per year Full time / Permanent Job description Planning Administrator Sheridan Ward is working with a client based in Ealing who is looking for a Planning Administrator We are looking for someone who can deal with any issues with a calm level head ...
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Planning Administrator
1 day ago
Sheridan Ward Recruitment Services Ealing, United Kingdom**Planning Administrator** · We have a great opportunity based in Ealing with our client They are a leading company, and they are looking to bring on board a Planning Administrator. Do you want to join a team where there is support and training? · As a Planning Administrator you ...
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Planning Administrator
1 week ago
Sheridan Ward Recruitment Ealing, United KingdomEaling Administration £25k - 28k per year Full time / Permanent Job description Planning Administrator We have a great opportunity based in Ealing with our client They are a leading company, and they are looking to bring on board a Planning Administrator. Do you want to join a te ...
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Planning Administrator
1 week ago
Zachary Daniels London, United Kingdom**Planning Administrator | North London/ Hybrid working | £30,000** · This is a fantastic opportunity to work for a dynamic, growing consumer business with well-known brands. This is a key supportive role within the planning department if you are looking for a company where you c ...
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Planning Administrator
2 days ago
Mortimer Spinks London, United Kingdom**Planning Administrator - Architecture - Contract Opportunity - London** · You will need experience in a fast-paced environment, expertise with planning permission process & a proven track record of liaising with local councils + Architects. · - Hybrid - 1-2 days p/w on-site, Ke ...
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Planning Administrator
3 days ago
Network Plus Services Limited Hyde, United Kingdom Full timePlanning Administrator · Our Role · As Planning Administrator, you will provide support to the Operations Support team to ensure that the Company's work is effectively coordinated through communication with internal and external customers as well as the management of the business ...
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Planning Administrator
1 week ago
Rope access in London Ltd London, United KingdomWe have an exciting vacancy for an experienced, organised and versatile person to join our head office admin team. · We are Rope Access In London, a young, exciting and growing business, with a brilliant team of abseilers who take on all manner of external work for our wide range ...
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Planned Works Administrator
1 week ago
Howells Solutions Edgware, United Kingdom**Administrator - Social Housing Repairs and Maintenance** · **Based in Edgware** · **Temporary - Permanent Position** · **Hourly Rate: £13.75** · Are you an experienced Administrator within the social housing sector? Do you have impeccable Customer Service skills along with stro ...
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Financial Planning Administrator
1 week ago
MB Fitzgerald Berkhamsted, United KingdomWe are currently partnering with a highly regarded Investment Management & Financial Planning organisation based in Rickmansworth to recruit for a Financial Planning Assistant. This role is flexible and offers hybrid working with up to two days each week working from home. · If y ...
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Financial Planning Administrator
4 days ago
Recruit UK Chesham, United Kingdom_**Would you like to work within wealth management but not too sure how to kick start your career?**_ · - **Do you have administration experience, organisational skills & are a skilled communicator?**_ · We are currently looking for an financial planning administrator to join our ...
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Financial Planning Administrator
1 week ago
Ortus PSR Chesham, United Kingdom**Financial Planning Administrator** · **Location: Chesham** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net worth ...
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Financial Planning Administrator
1 week ago
Recruit UK Chesham, United Kingdom_**Would you like to work within wealth management but not too sure how to kick start your career?**_ · - **Do you have administration experience, organisational skills & are a skilled communicator?**_ · We are currently looking for an financial planning administrator to join our ...
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Transport Planning Administrator
1 week ago
Miniclipper Logistics Dunstable, United Kingdom**About us** · We are an award winning 3PL operating in Central Bedfordshire for over 53 years, expanding into East Staffordshire in 2023. As a robust, fast growing family business, we now have over 210 employees working across our 5 warehousing sites and Distribution Centres. We ...
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Planned Works Administrator
4 days ago
Settle Letchworth, United Kingdom**Hours: 18.5 hours per week** · **Closing Date: 2nd May 2023** · Settle could have the exciting opportunity you've been looking for, we're recruiting a Planned Works Administrator to join us. You will work as part of a team to provide administrative support to the Planned Invest ...
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Financial Planning Administrator
1 week ago
Blakemore Recruitment London, United KingdomOur client a holistic approach to wealth management which means that we · integrate financial planning with investment management. They pride themselves on their client-centric · approach. · The team of advisers are highly trained and have outstanding knowledge and experience. · ...
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Resource Planning Administrator
1 week ago
Nuffield Health Epsom, United KingdomHEAD OFFICE · Resource Planning Administrator · Resource Planning Administrator · Hybrid Working / Epsom | Administration | Permanent | Full-Time: 37.5 hours per week · Competitive salary, depending on experience · Nuffield Health is the charity that's building a healthier nation ...
Financial Planning Administrator - St Albans, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a highly regarded Financial Planning practice based in St. Albans who are looking for an experienced administrator to join their team. Must have previous experience working for a Financial Adviser.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Key Requirements and Skills:
They will be part of an administration team, supporting in all day-to-day tasks. This will include
It is essential that the candidate is IT literate with good working knowledge of Microsoft Office suite. A team player with excellent communication skills when liaising with clients, providers, and colleagues to provide an elite service.
Experience in the use of document management systems is an advantage as is the use of financial planning software like Xplan, Adviser Office. Ideally, the successful candidate will have experience with an IFA firm and a focus on investment and pensions for a minimum of five years along with some financial planning qualifications or a plan to study for these to enhance their career prospects.