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Recruit Wealth Ltd
Halesowen, Dudley
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 Halesowen 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 LtdBurton Recruitment
Birmingham
Our client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities
Job Source: Burton RecruitmentRecruit UK
Bromsgrove
Job Title: Financial Services Administrator Industry: Financial Planning Location: Bromsgrove Salary: up to £30,000 Job reference: 9036 Job Description: Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice This company ensures
Job Source: Recruit UKRecruit Wealth
Halesowen
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 Halesowen 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 WealthMI Search Ltd
Halesowen
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and gen
Job Source: MI Search LtdHuntress
Wolverhampton
Financial Administrator - Wolvehampton £25,000 - £27,000 + 12.5% yearly bonus Hybrid working - 2 days WFH We are currently seeking an individual who has experience in the Financial Industry, to join our financial services client as a Financial Administrator. Responsibilities include: Responding to enquiries received by phone and e-mails Issuing for
Job Source: HuntressHuntress
Wolverhampton
Financial Administrator - Wolverhampton £25,000 - £27,000 + 12.5% yearly bonus Hybrid working - 2 days WFH Ongoing temporary role We are currently seeking an individual who has experience in the Financial Industry, to join our financial services client as a Financial Administrator. Responsibilities include: Responding to enquiries received by phone
Job Source: HuntressBell Cornwall Recruitment
Lichfield
Senior Financial Administrator £20,000 - £28,000 BCR/JH/11105 Lichfield Bell Cornwall Recruitment is seeking a proactive Senior Financial Administrator for our client's expanding Financial Administration Team. Located in Lichfield, this permanent position offers a fantastic opportunity for a candidate passionate about financial services. The role
Job Source: Bell Cornwall RecruitmentSutton Coldfield
Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: Sutton Coldfield
Salary: £25,000 - £35,000 (negotiable dependent on experience)
Job Reference: 8984
Job Description:
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield. If you are looking to join a successful and award-winning financial planning company, look no further.
Duties will include but not limited to:
Updating the CRM system
Processing new business
Diary management
Collating meeting packs
Assist with quotations and illustrations.
Liaising with clients
General administration duties
Benefits:
Flexible home and offer working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)
Exam support toward Level 4 Diploma
Pension contribution
4 x Death in Service
Parking nearby to the office
Lovely offices and office location
Brilliant working environment
Great culture
Career professional development
Skills and experience required:
Several years experience working within wealth management
Attention to detail
Excellent written and verbal communication skills
Ability to work independently and as part of a team
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Sutton Coldfield on a Financial Planning Administration role.
Our commitment to you:
Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
Financial Planning Administrator jobs in Sutton Coldfield
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