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IFA ADMINISTRATOR / WEALTH PLANNING ADMINISTRATOR

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...

CompanyCranleigh Personnel
AddressHungerford, Berkshire
CategoryAdministrative
Salary£28,000 - £35,000 Annual
Job typePermanent
Date Posted 4 weeks ago See detail

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 Planning Client Administrator

Eventus Legal

Congleton, Cheshire

£28,000 - £32,000/annum Bonus, 25 days hol, Pension

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....

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 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...

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...

Property Maintenance Administrator (Planned)

Link Group Limited

Scotland

£28,174.00 to £35,804.00 per year, pro rata

Reporting to the Repairs Supervisor, you will be responsible for all aspects of administration in line with our Property Maintenance service procedures, including confirming appointments for our planned investment programmes, liai...

Business Support Administrator & Planning Co-Ordinator

Logic

Knaresborough, North Yorkshire

£24,000 Annual

Here at Logic Fire & Security, were seeking a Business Support Administrator & Planning Co-Ordinator to join our team based in our Knaresborough office working 5 days in office. Our engineering work force is the backbone of our bu...

Planned Works Administrator

Red Rock Consultants Ltd

Heaton Moor, Greater Manchester

£23,000 - £24,000/annum

Placing orders with suppliers. Collating data to produce O&M Manuals. Answering all incoming calls and transferring to the right departments. Liaising with Residents/Clients. Data Entry....

Employee Benefits Administrator - Financial Planning

Brevere Group

Cambridgeshire, England

£26,000 - £30,000 per annum

Primary responsibilities will include supporting an Employee Benefits advisor day to day activities. Chasing submitted business applications and keeping clients informed. Arrange Group Risk Renewal annually. Process New Group Memb...

Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038)

Clever-Hr

Wiltshire, England

£22,000 - £26,000 per annum

To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office. Obtain quotations from...

Financial Planning Client Administrator

The Eventus Recruitment Group

Cheshire, England

£28,000 - £32,000 per annum

Sending letters of authority to plan providers and preparing information received for adviser presentation. Processing business applications accurately and taking ownership and accountability of client cases through to completion....