Financial Administrator jobs in East Midlands

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FINANCIAL PLANNING ADMINISTRATOR - HYBRID WORKING

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

CompanyBrevere Group
AddressNottingham, Nottinghamshire
CategoryAccounting & Finance
Salary26000.00 - 31000.00 GBP Annual
Job typePart Time, Home working available, Hybrid Working, Permanent
Date Posted 3 days ago See detail

Financial Planning Administrator - Hybrid Working

Brevere Group

Nottingham, Nottinghamshire

26000.00 - 31000.00 GBP Annual

To provide business support to Financial Advisers, working within the agreed business objectives. Administrative support to encompass the processing of new business and client valuations. To maintain and update client information....

Financial Planning Administrator - 12-18 month Contract

Njr Recruitment

Lincolnshire, England

£23,000 - £25,000 per annum

Competitive salary . Hybrid working . 25 Days Holiday + Bank Holiday . Extra day off for birthday . Death in service cover. Company pension . Immediate start available . Arranging client meetings and diary management. Prepare meet...

Financial Administrator

Paradigm Employment Services Ltd

Lincolnshire, England

£24,000 per annum, negotiable

Comply with FCA regulation, Data Protection and Anti Money Laundering legislation. Prepare documentation for meetings, set up client records and gather existing plan information. Accurately maintain all client records with any act...

Financial Planning Administrator route to Paraplanner - Watford - GBP30k

Financial Divisions

Watford, Northamptonshire

30000.00 - 35000.00 GBP Annual

You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The Directors places a lot of emphasis on staff wellbeing and team rapport and regu...

Financial Planning Administrator

Njr Recruitment

Nottingham, Nottinghamshire

£25,000 - £28,000 Annual

Responsible for client servicing and the preparation of new business and client review packs for meetings. Obtaining accurate client portfolio valuations and production of valuation statements. Preparation of paperwork for clients...

Senior Financial Planning Administrator

Mbf.

Mansfield, Nottinghamshire

£28,000 - £35,000 Annual

Provide comprehensive administrative support to one or two experienced/senior Financial Planners, including diary management, client correspondence, and document preparation. Act as the primary point of contact for the High Net Wo...

Financial Administrator

Bupa

Scunthorpe, Lincolnshire

Using bespoke software to raise invoices, process income including cash allocation, complete banking and take appropriate action in relation to debt management. Liaising with Local and Health Authorities to ensure appropriate info...

Financial Administrator

Outcomes First Group

Oakham, Rutland

£11,960 a year

Raise purchase orders as required, check suppliers invoices and receipt goods and services on the Purchase System, and forward to the Accounts Payable team for settlement. Deal with incoming enquiries from suppliers, provide adv...

Financial Administrator

Outcomes First Group

Leicestershire, England

£11,960 Annual

Raise purchase orders as required, check suppliers' invoices and receipt goods and services on the Purchase System, and forward to the Accounts Payable team for settlement. Deal with incoming enquiries from suppliers, provide adv...

Senior Financial Services Administrator

Heat Recruitment

Leicestershire, England

28 days holiday, plus bank holidays. Flexible hybrid working. Birthday day off. Income protection for up to 5 years. Pirkx online discounts and cashback plus 24-hour access to a GP. 4x salary death in service. 5% matched pension c...

Financial Services Administrator, Mansfield (BW-2040)

Clever-Hr

Nottinghamshire, England

£22,000 - £23,000 per annum

Prepare and package financial planning reports for the Financial Planners and their clients. Preparation of transactional client letters, such as letters of authority, change of address and client disengagement letters. Liaise wit...

Financial Services Administrator

Capio Recruitment Financial Planning

Kettering, Northamptonshire

£25,000 - £30,000 Annual

Experience in managing diaries and providing secretarial/administrative support within a Financial Services environment. Previous experience of working within a Wealth Management or Financial Planning business previously. Excellen...

Financial Planning Administrator

Capio Recruitment Financial Planning

Kettering, Northamptonshire

£25,000 - £30,000 Annual

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

Financial Planning Administrator

Capio Recruitment Financial Planning

Northamptonshire, England

R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable. Experience of working within a Financial services firm would be advantageous. Excellent communicati...

Financial Services Administrator

Capio Recruitment Financial Planning

Northamptonshire, England

Experience in managing diaries and providing secretarial/administrative support within a Financial Services environment. Previous experience of working within a Wealth Management or Financial Planning business previously. Excellen...