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Financial Planning Administrator
1 week ago
Independent Resourcing Consultancy Cheadle Hulme, United Kingdom**Financial Planning Administrator**: · - Job Reference: JM/63 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Cheadle Hulme · - Salary: £20,000 to £25,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Conta ...
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Financial Planning Administrator
2 days ago
Recruit UK Wilmslow, United Kingdom**Job Title**: Financial Planning Administrator · **Industry**: Financial Planning · **Location**: Wilmslow, Cheshire · **Salary**: £30,000 · **Job reference**: 7238 · **Job Description: Financial Planning Administrator** · Recruit UK are working on an excellent opportunity for a ...
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Financial Planning Administrator
1 week ago
Recruit UK Wilmslow, United Kingdom**Job Title**: Financial Planning Administrator · **Industry**: Financial Planning · **Location**: Wilmslow, Cheshire · **Salary**: £30,000 · **Job reference**: 7238 · **Job Description: Financial Planning Administrator** · Recruit UK are working on an excellent opportunity for a ...
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Planning Administrator
1 week ago
Fawkes & Reece Manchester, United Kingdom**Location**: Manchester · **Salary**: £30K per Year · **Contract**: Permanent · **Type**: Full Time · **Reference**: PA - Manchester_ · **Posted**: November 20, 2023 · Planning Administrator - FM · **Permanent Position** · **£30,000k** · **Manchester** · Fawkes and Reece are cu ...
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Planning Administrator
1 week ago
DHL Supply Chain Manchester, United KingdomBE AN ESSENTIAL PART OF EVERYDAY LIFE · Position: Planning Administrator · Location: Manchester · Contract Type: Permanent (Full-Time) · Shift pattern: Monday - Friday - Days · Criminal Check required: No · Are you a motivated, organized individual seeking a challenging and rewa ...
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Financial Planning Administrator
1 week ago
CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Financial Planning Assistant** · **Location: Manchester** · **Salary: £24,000 - £27,000 + Bonus & Benefits** · **The Company**: · We are working closely with a fast growing national financial planning business to fill a new vacancy within the administrative Adviser s ...
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Sales and Planning Administrator
4 days ago
WSBL Ltd Mellor, United KingdomOur site in Blackburn has served a wide range of industries with noise control foams & felt materials since the early 1950s. In addition to our standard range of proven material solutions, a pipeline of continuous new product developments has helped succeed in bringing innovative ...
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Financial Planning Administrator
21 hours ago
Ortus PSR Manchester, United KingdomYou will provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of the financial advice process.Your role will be to support the financial planner in the development of valuable and long-termbusiness relationship ...
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Financial Planning Administrator
1 week ago
mbf. Manchester, United Kingdom**Financial Planning Administrator - Manchester - Salary to £34,000 plus Bonus and Benefiits (potentially negotiable)** · An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrat ...
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Wealth Planning Administrator
3 days ago
Quintet Private Bank Manchester, United Kingdom**Purpose of the Job**: · Quintet Private Bank is a leading private bank in the wealth management sector; we are committed to our client and their families and pride ourselves on our personalised service based on a deep understanding of what clients want to achieve. Compared to o ...
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Regional Planning Administrator
1 day ago
North West Ambulance Service NHS Trust Manchester, United KingdomWe are looking to recruit a highly motivated and flexible individual to join the Regional Planning team based in the Regional Operational Coordinating Centre (ROCC) at Parkway, Manchester. · In addition the role will provide cover in the role of a ROCC Manager and RHCD coordinato ...
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financial planning administrator
1 week ago
NJR Recruitment Manchester, United Kingdom Full timeFINANCIAL PLANNING ADMINISTRATOR · WYTHENSHAWE AREA · Up to £30,000 + Benefits + Free Parking · Up to 10% performance related bonus · 25 days holiday + 8 days bank holiday · 5% company pension contribution · Onsite parking · Flexible medical package · NJR Recruitment are workin ...
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Planning Administrator
1 week ago
Airtech Advanced Materials UK Oldham, United KingdomNEW VACANCY · - **PLANNING ADMINISTRATOR (TEMPORARY CONTRACT 9 MONTHS)**_ · Airtech Advanced Material UK is a division of the Airtech Advanced Materials Group, market leader in the supply of vacuum bagging process materials to the Advanced Composites Industry and is looking to re ...
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Planning Administrator
1 week ago
Hague Personnel Limited Chadderton, United Kingdom**Hague Personnel are currently recruiting a Planning Administrator for our worldwide manufacturing client based in Chadderton, Oldham.** · This is a temporary ongoing position and is expected to last around 9 months. · The role would suit an experienced Administrator who has wor ...
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Planning Administrator
1 week ago
JP Recruitment Agency LTD Oldham, United Kingdom**JP Recruitment are hiring a planning administrator based at our clients site in Oldham. You will be supporting and working alongside the Production Coordinator/Planner, the Planning Administrator will assist the Production Team with planning the order book, communication of pri ...
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Financial Planning Administrator
2 days ago
mbf. Altrincham, United KingdomOur client, a Chartered Financial Planning practice based in Altrincham are currently seeking to recruit an additional Financial Planning Administrator to join their friendly team. · The organisation is well established and have a fantastic reputation in Greater Manchester and ac ...
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Financial Planning Administrator
3 days ago
DMD Recruitment Altrincham, United KingdomAn exciting opportunity has arisen for a Financial Planning Administrator to work with one of the leading Wealth management firms. · **Key Purposes** · To provide efficient administrative support for financial planners to assist delivery of bespoke solutions to clients as part of ...
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financial planning administrator
4 days ago
NJR Recruitment Sale, United Kingdom Full timeFINANCIAL PLANNING ADMINISTRATOR · LOCATION : SALE · SALARY: UP TO 32,000 + EXCELLENT BENEFITS & EXAM SUPPORT · FREE ON-SITE PARKING · BENEFITS: · 9% Pension Scheme · 25 Days Holidays + stats + Birthday Off · Private Medical Insurance · 4 x Life Assurance · Group Income Protecti ...
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Financial Planning Administrator
1 week ago
ST Resourcing Ltd Timperley, United KingdomA Wealth management firm in Altrincham is recruiting another Client Support Administrator due to further growth in the business. Headcount has grown steadily over the past couple of years and staff turnover below average for a firm of this size, whichindicates a healthy culture a ...
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Financial Planning Administrator
21 hours ago
atomos Sale, United Kingdom**Join Our Team as a Financial Planning Administrator**: · **Career** · Seize this rewarding opportunity to become a Financial Planning Administrator and elevate your professional journey. Within our dynamic environment that blends the innovative spirit of a start-up with the sta ...
Financial Planning Administrator - Bramhall, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)
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Description
Our client is a well-established independent financial advice practice dedicated to helping individuals and families achieve their financial goals.With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their team and contribute to their mission of delivering exceptional financial planning services.
Job Summary:
As an IFA Administrator you will play a crucial role in providing administrative support to the financial planning team.
You will assist financial planners/advisers in various aspects of their day-to-day operations, ensuring that client needs are met efficiently and that regulatory requirements are adhered to.
This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of our clients and the company.
Key Responsibilities:
Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
Assist in the preparation of financial reports, statements, and presentations for client meetings.Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
Manage the appointment scheduling and diary management for financial planners/advisers.
Handle administrative tasks such as email management, phone calls, and correspondence.
Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
Stay up-to-date with industry regulations and company policies to ensure compliance at all times.
Qualifications:
Minimum of 1 years of experience in a similar role within the financial services industry.
Knowledge of UK financial regulations and compliance requirements is essential.
Strong organisational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
Ability to work independently and as part of a team.
Self-motivated and eager to learn.
A commitment to delivering exceptional client service.
Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.
Experience with platforms and provider sites.
