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Financial Planning Administrator jobs in East Midlands

Now available 13 results are consistent

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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 3 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....

3 weeks ago seen See more...

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...

3 weeks ago seen See more...

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....

4 weeks ago seen See more...

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...

4 weeks ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

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...

a month ago seen See more...

Service & Planning Administrator New

Acs Staffing Solutions

Burton Latimer, Northamptonshire

£25,000/annum

Chase open jobs and paperwork to ensure timely completion. Assist with handling phone calls and inquiries. Produce Low Voltage (LV) and High Voltage (HV) certifications as required. Coordinate the collection of vehicles and mainta...

9 minutes ago seen See more...

Planning Administrator

Baseline Recruit Ltd

Buxton, Derbyshire

£26,000 - £30,000 Annual

Management and ownership of operations work planner. Admin support for the Operations team. Aid successful new starter process. Plan ahead on training requirements ensuring up to date records. Organise and review of labour resourc...

4 weeks ago seen See more...

Planning Administrator

Baseline Recruit Ltd

Derbyshire, England

Management and ownership of operations work planner. Admin support for the Operations team. Aid successful new starter process. Plan ahead on training requirements ensuring up to date records. Organise and review of labour resourc...

a month ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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...

2 months ago seen See more...

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