- Supporting and working closely with the financial planners and other team members.
- Managing client documentation and recommendation reports.
- Liaising with product providers and key partners.
- Monitoring workflow to ensure all steps complete.
- Manage and maintain client data within the back office system.
- Prepare accurate and timely documentation for client meetings.
- Operate as prime point of contact for potential and existing client base.
- At least one years financial planning administration experience.
- A proactive attitude and a willingness to learn.
- Highly organised.
- Passionate about attention to detail.
- Enjoy dealing with people from all walks of life.
-
Financial Planning Administrator
2 days ago
Recruit Wealth Ltd Borehamwood, 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 Borehamwood, ...
-
Planned Works Administrator
2 weeks 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 ...
-
Financial Planning Administrator
1 day ago
MB Fitzgerald Finchley, United KingdomWe are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their London, Finchley office. · Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current r ...
-
Planning Administrator
5 days 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 ...
-
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 ...
-
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 ...
-
Planning Administrator
1 week 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 ...
-
Planning Administrator
6 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 ...
-
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 ...
-
Planning Administrator
1 day 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 ...
-
Planning Administrator
2 weeks 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 ...
-
Planning Administrator
9 hours ago
C&R Building Solutions Stanstead Abbotts, United KingdomThis is an exciting opportunity to join C&R and become a key part in a small but growing team. C&R Building Solutions are looking for an **Planning Administrator.** · **The role**: · To co-ordinate and plan works for a social housing repairs and maintenance contract, supporting a ...
-
Planned Contracts Administrator
1 week 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 ...
-
Metropolitan Police Kilburn, United Kingdom**Job Title**: Workforce Planning and Deployment Administrator · **Salary**: £28,511 to £30,504 plus a Location allowance of £1,721. You will receive £28,511 the band minimum. Progress to the band maximum of £30,504 will be via incremental progression. · **Location**: Kilburn · * ...
-
Demand Planning Administrator Ftc
5 days 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 ...
-
Financial Planning Administrator
9 hours ago
Auxeris Ltd Camden, United KingdomWe are seeking an experienced Financial Planning Administrator to work for a highly reputable Wealth Management company in central London who have successfully delivered an excellent service for over 25 years, achieved by great work culture and people ethics,putting people at the ...
-
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. · ...
-
Financial Planning Administrator
6 days ago
Idex London, United KingdomWe are working with a growing financial planning firm in London looking to take on another x2 financial services administrators · Very keen to hear from individuals that have experience within Wealth Management, Mortgage, Pension, Insurance/ recent Graduates or those that have a ...
-
Financial Planning Administrator
2 weeks ago
Ortus PSR London, United Kingdom**Financial Planning Administrator** · **Location: Crystal Palace** · **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 ...
-
Financial Planning Administrators
4 days ago
MB Fitzgerald London, United KingdomWe're currently working with one of our very best clients, to recruit for a number of Financial Planning Administrators to join their team across the UK. · This highly regarded Wealth Manager currently manages over £550 Billion of client assets globally. Our client is a specialis ...
Financial Planning Administrator - Borehamwood, United Kingdom - The Orchard Practice
2 weeks ago
Description
Financial 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 planning or IFA firm?
Do you share our values friendship and enjoyment, teamwork and respect, honesty, and openness?
Working at the Orchard Practice is great, and its refreshing to work in an office environment which is not only nice to be in but one that really cares about your growth and progression. From the get-go your ideas are heard and taken on board, and you feel like youre part of something bigger than the day to day work youre doing.
If this sounds like your dream job, please apply
This is a great opportunity to use your skills in a team that works hard to achieve the best outcomes for their clients. You will be made to feel extremely welcome from day one and youll get to work with some highly experienced people. The managers of the business will go out of their way to give you the support and leadership that is required and this has created a positive working atmosphere.
This is a key role with lots of responsibility and your tasks will include:
Skills required
We are looking for someone with the following skills.
Additional information and benefits
This is a full-time office-based role offering a huge array of benefits including pension, flexitime, medical insurance, regular fun company events, training, and development support and more.
About us
Were a family-owned team of financial planners based in Elstree & Borehamwood. Established in 1997, we use our experience and expertise to support our clients in achieving their financial and lifestyle goals.
How we approach our working relationships is what defines us as a practice. With a strong set of values and client-focused services, we provide our clients with an authentic, friendly experience every single time.
We want to grow together. To do this, we base our entire work ethic on one main principle; treat others how we wish to be treated ourselves.
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. In order to give your application the best chance of success, please: Check that you meet the criteria for the role and have the right to work in the UK, apply with a CV that is clear, concise, and correct and tailor your CV to highlight your experience and relevant achievements to the position.??