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Recruit Wealth Ltd
Rotherham, South Yorkshire
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can o
Job Source: Recruit Wealth LtdLime People Search & Select Ltd
Sheffield, South Yorkshire
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments. We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for b
Job Source: Lime People Search & Select LtdMenzies Distribution Ltd
Normanton
Transport Planning Administrator Menzies Distribution are looking for an experienced Transport Planning Administrator to join our team at our Central Planning Centre in Normanton, Wakefield. The purpose of this role is to support and assist in the smooth and efficient running of the operation within the planning Centre. Reporting to the Planning
Job Source: Menzies Distribution LtdAnna Maher Recruitment
Sheffield
Our client is a leading Financial Services Company based in S11 . They have an enviable reputation and years of industry experience . Due to exceptional growth they are looking to appoint an experienced Administrator to join their team . Full time permanent - salary 24k This is a fantastic opportunity for Graduates from a Financial/Economics backgr
Job Source: Anna Maher RecruitmentDFS Furniture Ltd
Doncaster
The Head of FP&A will play a key leadership role in the Corporate Finance team which is tasked with supporting the Group in maximising value through its financing and investment decisions. The successful candidate will drive the Groups financial planning agenda, deliver insightful financial MI and monitor & communicate the Groups current and projec
Job Source: DFS Furniture LtdMedlock Partners Limited
Wakefield
Deputy Team Leader (Financial Planning Practice)Salary up to £30,000Wakefield based. X2 Death in serviceMedical cashbackExam support + FundingChristmas shutdown We are representing a credible Firm of Independent Financial Planners who have a large presence throughout the Yorkshire region. As a result of their continued growth now have a excellent
Job Source: Medlock Partners LimitedCarrington West
Sheffield
Position Available: Planning Director Location: Sheffield Sector: Private, Consultancy. Salary: Dependent on experience Carrington West are on the lookout for a seasoned Planning Director. We are working with a leading, multi-disciplinary consultancy that are looking to expand their dynamic team in their Sheffield office. Working closely with the
Job Source: Carrington WestService Care Solutions - Legal
Doncaster
Service Care Legal are currently working alongside a thriving Local Authority, based in North Yorkshire, which is in need of an experienced Highways and Planning Lawyer to join their team. Role: Planning Lawyer Location: Doncaster, hybrid working Contract Length: 3 months ongoing Rate of Pay: £50-£55ph umbrella The Role: This company is seeking a h
Job Source: Service Care Solutions - LegalRotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
Client correspondence, written and verbal
Processing new business
Preparation of client review packs
Arranging client meetings and managing the adviser’s diary
Illustration requests
Ensure that all financial planning client administration is carried out in accordance with internal procedures
Maintain client records on the company software and ensure the client files are well presented, accurate and compliant
Taking phone calls, enquiries and requests and handling them where appropriate
General back-office support using IO software
Benefits of joining the business:
25 days holiday plus bank holidays
Day off for your Birthday
Annual salary review
Staff awards
Study support for professional industry exams
In-house academy, professional development
Progression to Trainee Paraplanner, Paraplanner and Adviser if desired
Holiday Purchase Scheme
Life Assurance
Pension
Corporate Eyecare cover
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
Email Alert for Financial Planning Administrator jobs in Rotherham
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