Permanent Financial Plan Administrator jobs in England

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FINANCIAL ADMINISTRATOR/IFA ADMINISTRATOR/WEALTH MANAGEMENT - HYBRID - COLCHESTER -£27,000 &...

They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families. Due to a growing number of new...

CompanyFinancial Divisions
AddressEssex, England
CategoryAdministrative
Salary£22,000 - £27,000 per annum
Job typePermanent, full-time
Date Posted 2 months ago See detail

Financial Administrator/IFA Administrator/Wealth Management - Hybrid - Colchester -£27,000 &...

Financial Divisions

Essex, England

£22,000 - £27,000 per annum

They have an excellent reputation providing the highest levels of financial advice to High-Net-Worth private clients who are a mixture of business professionals, retirees, accumulators, and families. Due to a growing number of new...

Planning Administrator

Marmion

North Yorkshire, England

£23,500 - £25,000 per annum

Up to 25,000 pa, dependant on experience. Excellent Training and Development Opportunities. Additional Company Benefits. Planning and scheduling of engineers works - taking into consideration the location of booked jobs and the l...

Wealth Planning Administrator Part Time

Cameron James

Merseyside, England

Salary negotiable

Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding. Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all clie...

Trainee Financial Services Administrator

Pertemps Redditch Commercial

Solihull, West Midlands

£20,000 - £25,000/annum

Complete administrative tasks in an efficient and accurate manner. Ensure clients files have the relevant documentation attached to their record. Collate information required for correspondence. Liaise internally as required to en...

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...

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...

Financial Services Administrator

Recruit Uk

Marlborough, Wiltshire

£24,000 - £28,000 Annual

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

Office Support Administrator - Financial Services

Oval Recruit

Swindon, Wiltshire

£22,000 - £25,000 Annual

Provide full administrative support to consultants, directors and the administration manager. Ensure systems are updated, correspondence is correctly produced and internal spreadsheets are maintained. Help consultants manage their...

Mortgage / Financial Service Administrator

Reed Insurance

Devon, England

£25,000 - £32,000 per annum, inc benefits

Progress mortgages through to legal completion and beyond. Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising. Monitoring client emails, account management of repe...

Financial Services Administrator

Recruit Uk

West Yorkshire, England

£24,000 - £28,000 per annum

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

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...

Senior Financial Services Administrator

Recruit Uk

West Midlands, England

£28,000 - £35,000 per annum

Experience as an IFA Administrator in a Wealth Management company. Excellent written and verbal communication skills. Ability to work independently and as part of a team....

Financial Services Administrator

Alexander Mae Ltd

Avon, England

A business with a focus on community and giving back through financial education for others, charitable donations, community engagement and more..The Job:To provide technical administrative support to the Advisers of the Practice...

Financial Services Administrator

Oakley Recruitment

Birmingham, West Midlands

30000.00 GBP Annual

Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships click apply for full job details...

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...

Financial Services Administrator

Ortus Psr

Suffolk, England

£25,000 - £30,000 Annual

Execute administrative duties to the highest standard, adhering to firm procedures, service standards, and regulatory guidelines. Input accurate and current information into internal/external software platforms and provider websit...

Financial Services Administrator

Recruit Uk

Huddersfield, West Yorkshire

£24,000 - £28,000 Annual

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

Corporate Receptionist - Front of House Administrator - Financial Services

Gibbs Hybrid

London, England

£40,000 - £45,000 Annual

Manage conference room calendars and guest space assignments via internal scheduling system and register guests with building reception. Hospitably greet guests by offering refreshments, hanging up jackets or storing items and esc...

Financial Advisor Administrator

Ernest Gordon Recruitment Limited

Oxford, Staffordshire

Competitive

Financial Advisor Administrator 28,000 - 37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to ParaplannerOxford, commutable from Abingdon, Didcot, Ayles...

Administrator-Financial Services

Talent Uk

West Yorkshire, England

£25,000 - £28,000 per annum

Writing Suitability Reports for new business. Writing Annual Review Letters for our existing clients following their review. Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings an...

Financial Services Administrator

Recruit Uk

Cambridgeshire, England

£24,000 - £28,000 per annum

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

Financial Services Administrator

Ortus Psr

Suffolk, England

Execute administrative duties to the highest standard, adhering to firm procedures, service standards, and regulatory guidelines. Input accurate and current information into internal/external software platforms and provider websit...

Financial Services Administrator

Recruit Uk

Wiltshire, England

£24,000 - £28,000 per annum

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

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...

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...

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...

Financial Services Administrator

Recruit Uk

Worcestershire, England

£25,000 - £30,000 per annum

Salaries up to 30,000 (negotiable dependent on your experience). 28 days holiday, plus bank holidays - as well as your Birthday day off. Flexible home and office working. Income protection. Online discounts portal. 4 x DIS. 5% ma...

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...

Senior Financial Support IFA Administrator

Pertemps Plymouth Commercial

Devon, England

£25,000 - £32,000 per annum

Salary: 25,000 - 32,000 depending on experience. Full time - 9-5 Monday to Thursday, 9-4 Friday. Highly effective time management and organisational skills. Ability to work as part of a team. Ability to work under pressure. Good...

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....