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Financial Planning Administrator jobs in Lancashire, England

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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 4 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....

4 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 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...

a month ago seen See more...

Financial Planning Administrator

Njr Recruitment

Lancashire, England

£25,000 - £35,000 per annum

FINANCIAL PLANNING ADMINISTRATOR WYTHENSHAWE AREA Up to 30,000 + Benefits + Free Parking Up to 10% performance related bonus 25 days holiday + 8 days bank holiday 5% company pension contribution Onsite parking Flexible medical pa...

2 months 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...

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...

a month 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...

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

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...

a month 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...

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