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Financial Plan Administrator jobs in North West

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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
AddressLancashire, England
CategoryAccounting & Finance
Salary£25,000 - £29,000 per annum
Job typePermanent, full-time
Date Posted 6 days ago See detail

Financial Planning Administrator - Hybrid Working

Brevere Group

Lancashire, England

£25,000 - £29,000 per annum

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....

6 days ago seen See more...

Financial Planning Administrator

Clear Cut Financial Planning

Cheshire, England

£28,000 - £35,000 per annum

Preparing comprehensive client review documentation and supporting the delivery of reviews. Assisting in the preparation of recommendations and suitability letters. Implementing recommendations with accuracy and efficiency, ensuri...

6 days ago seen See more...

Financial Planning Administrator

Njr Recruitment Ltd

Preston, Lancashire

£25,000 - £30,000/annum

Work closely with the Adviser on all aspects of their day-to-day work with clients. Be involved in the processing of client business and interacting with the various pension and investment product providers. Prepare for client mee...

3 weeks ago seen See more...

Financial Planning Administrator

Medlock Partners Ltd

Manchester, Greater Manchester

£20,000 - £30,000/annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

a month ago seen See more...

Financial Planning Administrator

Medlock Partners Limited

Manchester, Greater Manchester

£20,000 - £30,000 Annual

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firm's CRM Specific Responsibilities...

a month ago seen See more...

Financial Planning Administrator

Medlock Partners Limited

Lancashire, England

£20,000 - £30,000 per annum

Preparing Client files ahead of Client meetings. Processing new business,. Producing Client Illustrations and Valuations. Managing Client relationships. Maintain accurate information within the firms CRM Specific Responsibilities...

2 months ago seen See more...

Financial Planning Client Administrator

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

2 months ago seen See more...

Financial Administrator

Talent Finder

Wokingham, Berkshire

28000.00 GBP Annual

Financial Administrator Winnersh, Berkshire Full Time - per week approx. Monday to Friday, 9:00am - 5:30pm GBP24,000 - GBP30,000 plus yearly salary review Immediate start is available 100% Office BasedAre you an enterprising indiv...

5 days ago seen See more...

Wealth Planning Administrator (Hybrid)

Cameron James

Cheshire, England

£25,000 - £32,000 per annum, negotiable

New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone a...

6 days ago seen See more...

Workforce Planning Administrator

The Portfolio Group

Manchester, Greater Manchester

£22,500 - £23,000 Annual

To manage the allocation of HR & HS supports to each sales appointment. To monitor all incoming appointments and cancellations and ensuring prompt and accurate allocation. To maintain an accurate record of appointments through our...

6 days ago seen See more...

Office Coordinator & Planning Administrator.

Savills

Berkshire, England

Salary negotiable

PA to Head of Department and team Director. General reception duties, including booking meeting rooms, answering phones and greeting office visitors. Diary management for the team. Arranging internal and external meetings and book...

a week ago seen See more...

Administrator – Financial Advisors

Platinum Recruitment

Bury, Greater Manchester

£29000 - £29000

Administrator Financial AdvisorsBury 29,000 + 15% company bonus + 3,500 tax free yearly bonus + BenefitsA leading Financial Advisors breaking the mould of the usual large corporates in Manchester with a family feel that apprec...

7 days ago seen See more...

Workforce Planning Administrator

The Portfolio Group

Manchester, Greater Manchester

£22,500 - £23,000/annum

To manage the allocation of HR & HS supports to each sales appointment. To monitor all incoming appointments and cancellations and ensuring prompt and accurate allocation. To maintain an accurate record of appointments through our...

2 weeks ago seen See more...

Financial Services Administrator

Ernest Gordon Recruitment

Carlisle, Cumbria

30000.00 GBP Annual

Financial Services AdministratorGBP25,000 - GBP30,000 + Excellent Training + Potential for Hybrid Working + Increasing Holidays + Social Events + 5% PensionCarlise, Cumbria, commutable from Penrith, Hexham, Dumfries, BramptonAre y...

2 weeks ago seen See more...

Financial Services Administrator

Ernest Gordon Recruitment

Carlisle, Cumbria

30000.00 GBP Annual

Financial Services AdministratorGBP25,000 - GBP30,000 + Excellent Training + Potential for Hybrid Working + Increasing Holidays + Social Events + 5% PensionCarlise, Cumbria, commutable from Penrith, Hexham, Dumfries, BramptonAre y...

2 weeks ago seen See more...

Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions)

Aspire Recruitment

Ellesmere Port, Cheshire

£23,500 - £25,000/annum

Maintain client records and our internal system. Process new business applications, joiners/ leavers / changes. Liaise with insurers and internal stakeholders. Process policy renewals. Check and process renewal data. Check quotes....

3 weeks ago seen See more...

Financial Administrator

Total Staff Services

Lancashire, England

Competitive

We're looking for a candidate that who can prioritise attention to detail and organisation whilst ensuring accuracy is met at all times. You will be responsible for updating financial records within the business and acting as firs...

a month ago seen See more...

Planning Administrator

Kinetic Plc

Kirkham, Lancashire

£12.40 - £12.90/hour

Are you an administrator looking for your next interim position?Is the Kirkham area of Lancashire somewhere you can easily commute too? Do you have great organisation skills with a "get things done" attitude?Have you worked in a m...

a month ago seen See more...

Regional Planning Administrator

Nhs Jobs

Manchester, Greater Manchester

£25,147.00 to £27,596.00 per year

Please ensure you read the Job description and Person Specification attached to the advert in full before applying. Interview's will be held WC 3rd June 2024...

a month ago seen See more...

Financial Administrator

Hays Specialist Recruitment Limited

Lancashire, England

£28,000 - £30,000 per annum, inc benefits

They are looking for an organised and diligent office-based bookkeeper or finance administrator to join their tight-knit team on a flexible basis including full-time & part-time work.Your new roleWithin your new role you will assi...

2 months ago seen See more...

Financial Administrator

St. James's Place Wealth Management

Whittle-le-Woods, Lancashire

£25,000/annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and s...

2 months ago seen See more...

Purchasing & Planning Administrator

Tribepost Ltd

Wigan, Greater Manchester

Our Flex division produces a range of flexible plastic films, with our site in Wigan manufacturing products for major food retailers and suppliers.We have an opportunity for an individual to join our Purchasing and Planning Team....

2 months ago seen See more...

Financial Administrator

Burgh Recruitment Ltd

Lancashire, England

£25,000 per annum

Contacting third party providers by telephone to obtain information. Meeting and greeting clients. Answering and directing phone calls. Preparing client files for the advisers meetings. Managing the database of clients and spread...

2 months ago seen See more...

Financial Services Administrator

Lime People Search & Select Ltd

Chester, Cheshire

£23,000 - £28,000/annum £23-28k +bens

New business processing (investments, pensions, mortgages & life). Valuations. Client servicing, e.g., switches, rebalance, withdrawals etc. Providing quotes using exchange and platforms. Dealing with policy enquiries. Telephone a...

a month ago seen See more...

Financial Services Administrator

Recruit Uk

Lancashire, England

£24,000 - £28,000 per annum

Competitive Salary: Dependent to your experience and qualifications. Office Location: Positioned in the heart of Chorley. Career Enhancement: Opportunities for continuous professional development. Benefits: 25 days holiday (rising...

2 months ago seen See more...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Hungerford, Berkshire

£28,000 - £35,000 Annual

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

2 months ago seen See more...

Part-Time Administrator - Financial - Manchester - Part-Time

Wise May

Manchester, Greater Manchester

£13,000 a year

Arranging and organising client online meetings and welcoming guests upon arrival at the office. Assisting responsibility for operating Switchboard. Managing and procuring key office supplies, equipment and fixtures as required. D...

2 months ago seen See more...

IFA Administrator / Wealth Planning Administrator

Cranleigh Personnel

Berkshire, England

£28,000 - £35,000 per annum

Actively participate in the client annual review process. Process new business submissions and ensure smooth and timely business processing. Gather and correlate plan/policy information, produce valuations, and communicate with pr...

2 months ago seen See more...

Financial Services Administrator

Cv Elite Ltd

Lancashire, England

£27,000 - £35,000 per annum

Work closely with the Financial Planners, supporting them with delivering the highest level of customer experience. Develop strong relationships with clients, both face-to-face and over the phone. Collate all necessary information...

2 months ago seen See more...

Administrator - Financial Services (Employee benefits - Risk, Healthcare and Pensions)

Aspire Recruitment

Cheshire, England

Competitive

Maintain client records and our internal system. Process new business applications, joiners/ leavers / changes. Liaise with insurers and internal stakeholders. Process policy renewals. Check and process renewal data. Check quotes....

2 months ago seen See more...

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