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Cameron James
Wirral
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning. Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx. 15 other back-office personnel which c
Job Source: Cameron JamesNJR Recruitment
Knutsford
Senior Administrator - Wealth Management Location : Knutsford Salary: Up to £28,000 An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practice a
Job Source: NJR RecruitmentProactive Personnel Ltd
Chester
Proactive Personnel are recruiting for a part time administrator to work for a care home in Chester on a 6-8 week contract. Any candidates who apply for this role must be able to start ASAP. You will receive Administrator Salary of £12 per hour 9am-5pm Tuesday-Thursday - part time work Smart/casual dress code Free on-site parking 20 days plus bank
Job Source: Proactive Personnel LtdNJR Recruitment Ltd
Wythenshawe
Senior Administrator - Wealth Management Location : Knutsford Salary: Up to £28,000 An Experienced Financial Services Administrator is required to work for our client, a small, established, and growing firm of Financial Advisers. Supporting a Financial Advisers and working alongside an Administrator the successful Candidate will join the Practic
Job Source: NJR Recruitment LtdNJR Recruitment Ltd
Wythenshawe
FINANCIAL 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 working in Partnership with a growing and ambitious firm of Financial Advisers based i
Job Source: NJR Recruitment LtdSaica Group
Crooke
Purchasing & Planning Administrator Location: Wigan, Lancashire, WN5 0LQ Salary: £24,000 Contract: Fixed term till 28/02/2025. With a presence in 11 countries and over 10,000 employees, Saica Group manufacture sustainable recycled paper, corrugated cardboard and flexible packaging as well as providing solutions for waste management and the recovery
Job Source: Saica GroupEventus Legal
Knutsford
Eventus Recruitment are seeking an experienced IFA / Financial Planning Administrator to join a successful IFA / Financial Planning business based in Knutsford, Cheshire. This is a great opportunity to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 d
Job Source: Eventus LegalSaica Group
Wigan
Purchasing & Planning Administrator Location: Wigan, Lancashire, WN5 0LQ Salary: £24,000 Contract: Fixed term till 28/02/2025. With a presence in 11 countries and over 10,000 employees, Saica Group manufacture sustainable recycled paper, corrugated cardboard and flexible packaging as well as providing solutions for waste management and the recov
Job Source: Saica GroupSt. Helens
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. .
The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients.
This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one’s success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan.
The successful candidate will have at least 3 years’ experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business.
This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact.
Role/Responsibilities/Experience
Dealing with client/internal/third-parties queries efficiently.
Client onboarding/offboarding
Dealing with account opening, payments and valuation requests.
Providing support with various ad-hoc business projects.
Owning all client/adviser-related activities and tasks in an efficient and accurate manner.
Maintaining accurate records and ensuring uploading of information to Intelligent Office.
Reply to clients and organising client meetings for the Advisers.
Preparing review packs and pre-meeting materials.
Please apply on-line or contact Cameron James for a full job description.
Wealth Planning Administrator Part Time jobs in St. Helens
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