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Financial Plan Administrator jobs in South East

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FINANCIAL PLANNING ADMINISTRATOR

You will have the opportunity to work in a supportive team environment where progression is strongly supported. 5% ee, 4% er. Holiday allowance increase with service. 35 hour week - 9am - 5pm. Sick pay after probation. Knowledge o...

CompanyHeat Recruitment
AddressBuckinghamshire, England
CategoryAdministrative
Job typePermanent, full-time
Date Posted 2 weeks ago See detail

Financial Planning Administrator

Heat Recruitment

Buckinghamshire, England

You will have the opportunity to work in a supportive team environment where progression is strongly supported. 5% ee, 4% er. Holiday allowance increase with service. 35 hour week - 9am - 5pm. Sick pay after probation. Knowledge o...

2 weeks ago seen See more...

Financial Planning Administrator

Recruit Uk

Hampshire, England

£28,000 - £32,000 per annum

Salary up to 32,000 (negotiable depending on experience). 28 days holiday, plus ability to buy more. Full exam support. 5% employer contribution to pension. Group Death in Service of 4 x basic annual salary. Group Income Protecti...

3 weeks ago seen See more...

Financial Planning Administrator

Mbf.

Uckfield, East Sussex

30000.00 - 35000.00 Annual

Proficiency in Intelliflo and MS Office is essential. Preferably some experience with Defaqto, MiCAP reports, Assureweb, Cashcalc, and Trello (training provided). Answering telephones (low volume). Managing incoming and outgoing p...

4 weeks ago seen See more...

Financial Planning Administrator

Clever-Hr

Somerset, England

£24,000 - £27,000 per annum

Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports. Work with centralised Administration team for processing new client and annual review post meeting packs. Chase and...

a month ago seen See more...

FINANCIAL PLANNING ADMINISTRATOR (progress to Paraplanning) - Watford - To £35k plus...

Financial Divisions

South East

£30,000 - £35,000 per annum

My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputation on providing a very solid Financial Advisory service to their Clients, many of which fall into the HNW C...

2 months ago seen See more...

Financial Planning Administrator

Old Mill

Wells, Somerset

We are looking for an experienced Administrator with excellent organisational skills to join our busy Financial Planning Team in either our Yeovil or Wells office as a Client Service Associate.Experience in the Financial Planning...

2 months ago seen See more...

Financial Planning Administrator

Old Mill

Yeovil, Somerset

We are looking for an experienced Administrator with excellent organisational skills to join our busy Financial Planning Team in either our Yeovil or Wells office as a Client Service Associate.Experience in the Financial Planning...

2 months ago seen See more...

Financial Planning / Advice - Senior Administrator / PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 Annual

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

3 weeks ago seen See more...

Financial Planning/Advice - Senior Administrator/PA

Recruitment Solutions

Kent, England

£35,000 - £40,000 per annum

Client interfacing by phone and email on behalf of Financial Planners/Advisors;. Arranging and managing diaries, attending and minuting meetings;. Producing documentation such as reports and product documents;. Administering onboa...

4 weeks ago seen See more...

Financial Administrator

Es Recruitment Uk

Egham, Surrey

£23,000 - £26,000/annum

Create and update spreadsheets of daily transactions. Manage accounts receivable and payable. Review and process reimbursements. Manage the purchase ledger. Keep records of invoices and Purchase order numbers. Identify and address...

2 weeks ago seen See more...

Financial Administrator to Senior Financial Administrator - London - £35k - 40k (DOE) - Hybrid

Financial Divisions

South East

£35,000 - £40,000 per annum

Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications wi...

2 weeks ago seen See more...

Financial Advisor Administrator

Ernest Gordon Recruitment Limited

Oxford, Oxfordshire

£28,000 - £37,000/annum + Training + Hybrid available

Financial Advisor Administrator28,000 - 37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to ParaplannerOxford, commutable from Abingdon, Didcot, Ayle...

2 weeks ago seen See more...

Financial Administrator

Artemis Recruitment Consultants Ltd

South East

£25,000 - £35,000 per annum

Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that communication is written, oral or electronic) including client related communications wi...

3 weeks ago seen See more...

Financial Administrator

Artemis Recruitment Consultants Ltd

South East

£30,000 - £40,000 per annum

Organise and diarise meetings on behalf of the Private Client Advisors. Work with the Private Client Advisors to prioritise tasks. Fields calls and email queries as appropriate and act on all non-technical queries. Provide agendas...

3 weeks ago seen See more...

Financial Administrator

Artemis Recruitment Consultants Ltd

Surrey, England

£20,000 - £25,000 per annum

Provide a high level of technical and administrative support, responding to client enquiries, liaising with third parties and providing support at client meetings where appropriate. Issuing letter of authorities (LOAs) to provider...

3 weeks ago seen See more...

Planning Administrator

Office Angels

Sevenoaks, Kent

£12 - £15 Hourly

Assist with scheduling and coordinating appointments and meetings, ensuring efficient use of time and resources. Maintain up-to-date records of schedules and appointments, making any necessary updates or changes as required. Provi...

3 weeks ago seen See more...

Financial Services Administrator

Pertemps Bristol Commercial

Weston-super-Mare, Somerset

£25,000 - £30,000/annum

The RoleOur professional services client is looking for a Financial Planning Administrator to join their team in Weston-Super-Mare.You will be joining a supportive and collaborative team, with flexible hybrid working on offer.The...

3 weeks ago seen See more...

Financial Services Administrator

Mbf.

Surrey, England

Maintain accurate client information on the internal back-office system. Assist with onboarding new clients. Liaise with third parties including providers to obtain information. Prepare information for reports. Work closely with P...

3 weeks ago seen See more...

Wealth Planning Administrator

Cameron James

Surrey, England

£30,000 - £34,000 per annum, negotiable

General day-to-day office administration tasks such as taking telephone calls, greeting clients, sorting and sending post, document filing. General support to financial planning team in servicing clients. Preparing client meeting...

a month ago seen See more...

Financial Administrator - Client Billing

Harvey John

East Sussex, England

£26,000 - £28,000 per annum, negotiable

Production of invoices and credit notes using the firm's billing system. Ensure invoices are produced according to the client's individual requirements. Production of PDF copies of invoices to email to managers for checking. Amend...

2 months ago seen See more...

HR Administrator Job Share - Financial Services

Efinancialcareers

South East

Competitive salary

At least 5 years experience, potentially many more years, as an HR Generalist in a Financial Services firm, ideally Private Equity, Investment Management or Asset Management. Other Financial Services firms may be considered if the...

4 weeks ago seen See more...

Financial Services Compliance Administrator - file checking

Astral Recruitment

Shoreham-By-Sea, West Sussex

£28,000 - £38,000 per year

Our client is a successful and established multi branch Financial Services company and they are currently looking for a Compliance Administrator to join the team The successful candidate will ideally be based in Shoreham but we co...

4 weeks ago seen See more...

Financial Services Administrator - Witney Oxfordshire

Reed Insurance

Oxfordshire, England

Salary negotiable

Maintenance of the back-office system to include compliance and fact find documentation linked to Financial Services admin. Communication with clients on the email you will be lining up. Execution of client instructions, contract...

4 weeks ago seen See more...

Financial Services Administrator

Arc

West Sussex, England

£25,000 - £28,000 per annum

Job Title/Location: Financial Services Administrator, West Sussex. Salary: To 28,000. Hybrid: Once through training & settled, there is some WFH flexibility. Requirements: Previous IFA administration background is preferred, alth...

4 weeks ago seen See more...

Financial Services Administrator - Buckinghamshire CLOSE TO HIGH WYCOMBE OFFICE BASED

Reed Insurance

Buckinghamshire, England

Salary negotiable

Key Responsibilities :-New business submission and tracking to conclusionDay to day client management, processing any queries which may ariseProcessing investment trades, fund switches, and contribution/income requestsLiaising...

a month ago seen See more...

Financial Services Administrator, Bath (BW-2040)

Clever-Hr

Somerset, 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...

a month ago seen See more...

Financial Services Administrator

Arc

Hampshire, England

£20,000 - £25,000 per annum

Job Title/Location: Administrator, Southampton & WFH. Salary: 20,000 - 25,000. Office/WFH: 1-2 days WFH some weeks, other weeks fully office-based (will consider full-time and part-time). Requirements: Recent administration expe...

a month ago seen See more...

IFA Administrator - IFA, Financial Services Base to £34000

Astral Recruitment

Horsham, West Sussex

£30,000 - £34,000 Annual

Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and work...

a month ago seen See more...

HR Administrator - Financial Services - Hybrid

Page Personnel

Fareham, Hampshire

£27,000 - £35,000/annum

Dealing with Social Security medical certificates and benefit repayments. Producing monthly sickness reports and monitoring levels of sickness absence. Mail shots and mail merges. Processing all HR related invoices and payment req...

2 months ago seen See more...

Financial Services Administrator

Optima Recruitment

Surrey, England

£24,000 - £26,000 per annum

24,000 - 26,000. 28 days holiday per year plus bank holidays. 35-hour working week (Monday to Friday only, no weekends). Annual personal and company performance bonus of up to 15% of your salary. Private Medical Insurance. Emplo...

2 months ago seen See more...

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