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Switch Recruitment
Cambridge
Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team. Responsibilities: - Providing administration and planning support to Financial Planners and a professional se
Job Source: Switch RecruitmentHeat Recruitment
Peterborough
Financial Planning Administrator - Peterborough - Up to £35,000 This is a fantastic opportunity for an experienced administrator looking to make the next step in their career for an highly successful company, in one of their offices in Peterborough. They specialise in providing high-quality personal advice on many aspects of wealth management and
Job Source: Heat RecruitmentBrevere Group
Cambridge
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 or towards paraplanning. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Finan
Job Source: Brevere GroupProfessional Placement (Southern) Ltd
United Kingdom
We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path. The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established an
Job Source: Professional Placement (Southern) LtdHeat Recruitment Ltd
Kimbolton
Employee Benefits Account Manager Location: Kimbolton, Cambridgeshire Salary: £30,000 - £35,000 Duration; Permanent, Full time, Hybrid We are working with a highly regarded Independent Financial Advice firm who are looking for an Employee Benefits Account Manager to join their busy Kimbolton office and assist in providing a highly personalised fin
Job Source: Heat Recruitment LtdHeat Recruitment
Huntingdon
Employee Benefits Account ManagerLocation: Kimbolton, CambridgeshireSalary: £30,000 - £35,000Duration; Permanent, Full time, HybridWe are working with a highly regarded Independent Financial Advice firm who are looking for an Employee Benefits Account Manager to join their busy Kimbolton office and assist in providing a highly personalised financia
Job Source: Heat RecruitmentSwitch Recruitment Services Ltd
Cambridge, England, United Kingdom
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and e
Job Source: Switch Recruitment Services LtdBrevere Group
Cambridge
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities? Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide su
Job Source: Brevere GroupHuntingdon
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer long term career opportunities?
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
Primary responsibilities will include supporting an employee benefits advisor day to day activities.
Chasing submitted business applications and keeping clients informed.
Arrange Group Risk Renewal annually.
Process New Group Member applications.
Chasing submitted business applications and keeping clients informed.
You will have:
Organised with the ability to multi-task.
High level of accuracy and attention to detail.
Group Employee Benefits
Group Pensions
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.
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Employee Benefits Administrator - Financial Planning jobs in Huntingdon
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