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Recruit Wealth
Rotherham
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 WealthRecruit Wealth Ltd
Rotherham
Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments a
Job Source: Recruit Wealth LtdNJR 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 RecruitmentNJR Recruitment
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 team in Leeds. Working within a busy team environment that specialises in providing client centric advice on a range of pensions, investments, trusts and tax prod
Job Source: NJR RecruitmentMI Search Ltd
Rotherham
This national IFA firm is currently seeking an administrator to work as part of their busy team in Rotherham. 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 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 RecruitmentLime 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 LtdCB3 Associates Ltd
Huddersfield
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2
Job Source: CB3 Associates LtdWakefield
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
This role will suit someone who has been working within financial services and has experience of Pensions & Investments, as well as delivery of first class service to Clients and Consultants. You will be working for a professional services firm with an excellent reputation for training staff in a friendly and welcoming environment.
What's in it for you?
25 days Holiday + Bank Holidays
Company Bonus Scheme
Excellent Training and Development
Funded Study Support
Death in Service Cover
Free Parking
Lots of Company Events
Company Pension
Responsibilities
Preparing pre-meeting documentation for the Advisers
Processing new business applications
Administration, logging all details onto our in-house system, transfers, contacting clients and their banks/building societies, creating welcome packs and certificates.
You will also be involved in preparing for the end of year reports to HMRC
Answering telephone queries
Answering email queries
Any other administration that is needed within the office.
Requirements
Previous experience in a Financial Services Administration role
A strong working knowledge of the regulated financial services market.
Proficient in Microsoft Office applications
Excellent understanding of the financial planning process
Be a strong communicator - Written & verbal
Strong planning & organizational skills
Our client is looking for a self motivated, career minded, enthusiastic and positive but meticulous individual, who is able to work as part of a team and have a flexible approach.
For more information please contact one of our specialist consultants quoting REF: NJR14817
Financial Planning Administrator jobs in Wakefield
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