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Lime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be res
Job Source: Lime People Search & Select LtdNJR Recruitment
Wakefield
Financial Planning Administrator Wakefield £22,000 - £25,000 NJR Recruitment is currently working with a leading Wealth Management Company, who provides holistic wealth management advice to clients based across the UK. Due to their continued growth are now looking for a pro-active and driven IFA Administrator to join their team based in Wakefield
Job Source: NJR RecruitmentNJR Recruitment
Leeds
Financial Planning Administrator Leeds £22,000 - £25,000 NJR Recruitment are delighted to be once again recruiting for a well established company based on the outskirts of Leeds who are looking for an administrator to join their expanding wealth management support team. Working within a friendly team, you will be providing day to day admin support
Job Source: NJR RecruitmentLime People Search & Select Ltd
Harrogate
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate. We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administr
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
My client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. We are urgently seeking an experienced Financial Planning Administrator to join the existing team providing 9 months Maternity cover. You will be resp
Job Source: Lime People Search & Select LtdNJR Recruitment
Leeds
Senior Financial Planning Administrator Leeds NJR Recruitment are delighted to be once again working with a leading, fast paced firm of Financial Advisers who are looking for an experienced financial services administrator join their growing team in Leeds City Centre Working within a busy team environment that specialises in providing client centr
Job Source: NJR RecruitmentMarmion
Harrogate
We’re searching for a highly organised and confident individual to join a growing scheduling team based in Knaresborough . We’re looking for candidates with excellent telephone manner and ideally, prior experience within an administrative role. Key Benefits: Up to £25,000 pa , dependant on experience Excellent Training and Development Opportunitie
Job Source: MarmionLime People Search & Select Ltd
Leeds
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpos
Job Source: Lime People Search & Select LtdLeeds
Financial Planning Administrator - Leeds, hybrid - up to around £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Leeds office.
Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity.
The Role
Build & maintain strong relationships with the Financial Planners and their clients
Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
Assist Wealth Planners to maintain and manage their client banks
Assist with managing Financial Planner diaries
Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation
Ensure that client files pre & post meeting contain all relevant information and paperwork
Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Financial Planner and Client
Ensure all initial, on-going and client paid fees are checked and reconciled
Support the Financial Planners to seek out and nurture opportunities for new business assisting with client research
The successful candidate may demonstrate the following:
Essential:
Minimum 3 years administrative experience in an IFA / Wealth environment
Responsibility, accountability and the ability to be pro-active and intuitive in role
Attention to detail and pride in work
Strong communicator, Written, Verbal, and listening
This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
You will be joining a well known and highly respected organisation where you can start an exciting career.
Package
up to £30,000
Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection
Study support
Full time, hybrid, Leeds
Financial Planning Administrator jobs in Leeds
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