Jobs
>
Bracknell

    Financial Planning Administrator - Bracknell, Berkshire, United Kingdom - mbf

    Default job background
    Description
    Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator.

    Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth.

    The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance).

    You will work with both Paraplanners & Financial Planners on a daily basis and will be an integral part of the team.

    Duties Will IncludeMaintain accurate client information on the internal back-office systemAssist with onboarding new clientsLiaise with third parties including providers to obtain informationPrepare information for reportsWork closely with Paraplanners & Financial Planners to ensure clients receive the highest level of serviceBe a main point of contact for clients queriesThis role would suit an individual with previous administration experience within a financial services organisation.

    Our client will consider individuals from any of the following areas:
    financial planning/wealth management, pensions, investments, mortgages, platforms or banking.
    You should have good problem-solving skills and a strong understanding of the industry as a whole.

    Our client is well known for providing comprehensive training & support, you can expect develop/expand your knowledge of the industry and will be supported for all market exams.

    This is a growing business and there is genuine opportunity to progress.

    They Are Offering An Excellent Over PackageBasic salary to £30,000Discretionary bonusGenerous pensionsDeath in servicePMIFull exam support and much moreHybrid working with 3 days in the office & 2 working from home.



  • Sodexo Ascot, United Kingdom

    Job Introduction · Sodexo Live have an exceptional opportunity for a Boxes Planning Administrator to join our first class team at Ascot Racecourse for an 8 month fixed term contract · You will be working as part of the team at the iconic Ascot Racecourse where we are committed to ...


  • Sodexo Ascot, United Kingdom

    Job Introduction · Sodexo Live have an exceptional opportunity for a Boxes Planning Administrator to join our first class team at Ascot Racecourse · You will be working as part of the team at the iconic Ascot Racecourse where we are committed to providing our guests with an outst ...


  • Hitachi Rail Limited Maidenhead, United Kingdom

    **Description** · **alongside experts from the around the globe? Come and join the fastest growing rail business in the world** · Hitachi Rail is a fully integrated, global provider of rail solutions across rolling stock, signalling, service & maintenance, digital technology and ...


  • 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 ...


  • Sheridan Ward Recruitment Ealing, United Kingdom

    Ealing 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 ...


  • Sheridan Ward Recruitment Ealing, United Kingdom

    Ealing 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 ...


  • 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 ...


  • 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 ...


  • Network Plus Services Limited Hyde, United Kingdom Full time

    Planning 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 ...


  • DHL Supply Chain Gatwick Airport, United Kingdom

    BE AN ESSENTIAL PART OF EVERYDAY LIFE · Position: Planning Administrator · Location: Gatwick Airport · Contract Type: Permanent (Full-Time) · Shift pattern: 4 on 4 off · Are you a motivated, organized individual seeking a challenging and rewarding opportunity in a fast-paced envi ...


  • Rope access in London Ltd London, United Kingdom

    We 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 ...


  • Newrest Slough, United Kingdom

    As a Flight Planning Administrator, you will support the Transport team in managing the daily operation, taking ownership and accountability for meeting operational objectives and targets. Coordinating inbound/outbound flight schedules and routing to drivers. · **CONTRACT**: Full ...


  • 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 ...


  • Ashford and St. Peter's Hospitals NHS Foundation Trust Chertsey, United Kingdom

    To provide administrative support to the Travel Plan office and assist in the provision of all information and documentation in relation to staff car-parking and the Trust's Travel Plan. · If you are a team player flexible, reliable and have great people skills then we want to he ...


  • 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 ...


  • British Airways Heathrow, United Kingdom

    **OUR BUSINESS** · Looking for a challenge in one of the world's largest airfreight logistics organisation and a FTSE 100 company? · At IAG Cargo we are in the business of moving things. From antibiotics to rhinoceros, gold bullion to avocados and everything in between. Whatever ...


  • 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 ...


  • 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 ...


  • Reed Insurance Marlow, United Kingdom

    If 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 ...


  • Blakemore Recruitment London, United Kingdom

    Our 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. · ...