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Brevere Group
Nottingham
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. Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administra
Job Source: Brevere GroupNJR Recruitment
Nottingham
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth clie
Job Source: NJR RecruitmentNJR Recruitment
Nottingham
Financial Planning Administrator 25,000 - 28,000 Nottingham Excellent Benefits, 25 Days holiday, Free Parking , Study support, Flexible hours and an early finish every Friday. Death in Service, X2 Salary Our Client are a small and very well established Boutique form of Independent Financial Planners dealing with a client bank of High Net Worth clie
Job Source: NJR RecruitmentRecruit UK | Certified B Corp™
nottingham, england, United Kingdom
Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an IFA administrator to join their team. The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice.
Job Source: Recruit UK | Certified B Corp™mbf.
Mansfield
Senior Financial Planning Administrator - Mansfield, hybrid (2 days per week in office) up to £35,000 plus benefits Mbf are working with an award winning, national & chartered financial planning organisation to recruit an experienced Senior IFA Administrator. Our client is a well-respected business, they have offices across the UK and are looking t
Job Source: mbf.Reed
Nottingham
Are you looking to move to a firm, who has a guaranteed work load? I am pleased to be working for an established firm who through sustainable growth, has an opportunity for an experienced Conveyancer. Offering job security and progression, this business is dedicated to quality and personal service. The role will involve title checking and dealin
Job Source: ReedReed
Nottingham
Are you looking to move to a firm, who has a guaranteed work load? I am pleased to be working for an established firm who through sustainable growth, has an opportunity for an experienced Conveyancer. Offering job security and progression, this business is dedicated to quality and personal service. The role will involve title checking and dealin
Job Source: ReedReed
Newark
Are you looking to move to a firm, who has a guaranteed work load? I am pleased to be working for an established firm who through sustainable growth, has an opportunity for an experienced Conveyancer. Offering job security and progression, this business is dedicated to quality and personal service. The role will involve title checking and dealin
Job Source: ReedNottingham
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.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Duties for this role will include:
To provide business support to Financial Advisers, working within the agreed business objectives
Coordinating office activities and operations to secure efficiency and compliance to company policies and FCA regulation
Administrative support to encompass the processing of new business and client valuations
To maintain and update client information
To assist the Practice Manager with operational projects were requested
Pursue personal development of skills and knowledge necessary for the effective performance of the role
The candidate:
Good working knowledge of Microsoft Office & Outlook
Knowledge of XPLAN Software and industry software
Relevant experience within Financial Services
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.
Hybrid working can be offered with this role.
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Financial Planning Administrator - Hybrid Working jobs in Nottingham
ⓘ There was an unexpected error processing your request.
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