Financial Plan Assistant 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
Salary£26,000 - £31,000 Annual
Job typePermanent
Date Posted 4 weeks ago See detail

Financial Planning Administrator - Hybrid Working

Brevere Group

Nottingham, Nottinghamshire

£26,000 - £31,000 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

Idex Consulting Ltd

Lincolnshire, England

Handle all incoming calls/emails in a professional and efficient manner. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. Record annual review dates on the back office...

Financial Assistant - Credit Control

Hunter Mason Consulting Limited

Northamptonshire, England

£25,000 - £30,000 per annum

Ensure customers understand and comply with their credit terms and limits. Daily allocation of customer receipts and release of jobs to factory. Negotiate repayment plans if customers are in financial difficulties and monitor comp...

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...

Delivery Planning Assistant - Full Time - 6 Month FTC / Secondment Opportunity

Booker Group

Northamptonshire, England

A Booker colleague card with 10% off purchases at Booker and double discount events up to three times a year. After 3 months service, a Tesco colleague discount card with 10% increasing to 15% off most purchases at Tesco for a 4 d...

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 Planning & Analysis Manager

Cactus Search

Leicester, Leicestershire

£45,000 - £60,000/annum

Managing best-in-class commercial finance function, supporting ambitious company growth plans. Partnering the Head of Finance to support business & client specific performance reviews, driving informed commercial decision making a...