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Brevere Group
Nottingham
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Adm
Job Source: Brevere GroupNJR Recruitment
Nottingham
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth clie
Job Source: NJR Recruitmentmbf.
Mansfield
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking t
Job Source: mbf.Clever-HR
Nottingham
Financial Planning AdministratorNottinghamCompetitive salary plus benefits To provide business support to Financial Advisers, working within the agreed business objectives. To always maintain the highest possible ethical and professional standards, co-ordinating office activities and operations to secure efficiency and compliance to company policie
Job Source: Clever-HROffice Angels
Nottingham
I am recruiting for an experienced Administrator which is a hybrid role working a minimum of 2 days in the office the rest you will work from home as the Administrator you will be part of a small existing team to work in NG2 with career development, as the Administrator you will work Monday - Friday 9am - 5pm with an hour for lunch and this client
Job Source: Office AngelsRobinson Financial Careers
Derby
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Derby. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maint
Job Source: Robinson Financial CareersABPM Recruitment Ltd
Alfreton
£60,000 to £70,000 plus Bonus & Benefits Alfreton, Derbyshire ABPM are recruiting a Financial Planning & Analysis professional for a prominent and successful VC-backed manufacturer. A newly created role reporting to the CFO, you will take ownership of the group business planning and take the leading role in all financial planning and analysis acti
Job Source: ABPM Recruitment LtdSF Recruitment
Heage
Are you a talented Financial Accountant, looking to progress and develop your career with one of the largest businesses in the UK? This is an exciting opportunity for someone with a strong statutory accounting background looking for a progressive role with clear development path to Financial Controller level in the next c.4 years. About the busin
Job Source: SF RecruitmentNottingham
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties for this role will include:
To provide business support to Financial Advisers, working within the agreed business objectives
Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
Administrative support to encompass the processing of new business and client valuations
To maintain and update client information
To assist the Practice Manager with operational projects were requested
Pursue personal development of skills and knowledge necessary for the effective performance of the role
The candidate:
Good working knowledge of Microsoft Office & Outlook
Relevant experience within Financial Services
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working can be offered with this role.
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Financial Planning Administrator - Hybrid Working jobs in Nottingham
ⓘ There was an unexpected error processing your request.
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You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
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