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Recruit 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 WealthRecruit UK
Sutton 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 Financ
Job Source: Recruit UKRecruit Wealth Ltd
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 Wealth LtdRecruit 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 UKBruin
Birmingham
Job DescriptionFinancial Planning AdministratorBirminghamUp to £30,000 + bonus, benefits & exam supportA Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.Working on either the New Business or Client Review team daily duties will
Job Source: BruinBurton 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 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 LtdMI 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 Ltdbirmingham, england, United Kingdom
Financial Planning Administrator
Birmingham
Up to £30,000 + bonus, benefits & exam support
A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser.
Working on either the New Business or Client Review team daily duties will include:
Onboarding clients
Submitting new business
Factfinds
Sending LOAs
Preparing meeting packs
Obtaining valuations
Writing letters to clients
Those applying for this position will have previous administration experience gained within an IFA environment focused on holistic financial planning for private clients encompassing pensions, investment and protection and will preferably working towards or has achieved Level 4 Diploma in Financial Planning.
In return you will have the ability to move into a Paraplanner or Advisory role – with full training and exam support – should the individual choose to develop their career in that direction.
This is an exciting opportunity to join an established company at its growth stage and really grow a team and develop within the role.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
Financial Planning Administrator jobs in birmingham, england, United Kingdom
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