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The Financial Planning Administrator provides support to the Paraplanner and Advisers in a variety of tasks and, in turn, delivers a professional, compliant, effective telephone and administration-based service to our clients. It is the role of the Financial Planning Administrator to act as a liaison between the adviser, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient. Duties: • Sending out application forms for clients to sign and return., • Communicating with product providers on behalf of clients., • Acting as the point of contact for a client if an adviser is unavailable., • Updating various databases with correspondence and important information relating to clients., • Creating and sending off letters of authority., • Collecting relevant data from providers to enable Financial Planning Executives to review existing products., • Supporting Advisers and Paraplanners with administration tasks., • Keeping up to date with compliance, economic and legislation changes., • Scanning documentation into client files., • Answering the phones and making outgoing calls., • Meeting and greeting clients., • Any other duties that are reasonable required. What you will need to demonstrate in an interview: Self-Management and Organisation • Conscientious individual with the ability to think laterally and bring their own ideas to the table., • Diligent individual with good attention to detail and a naturally critical eye., • Self-awareness, someone who focuses on looking after their own wellbeing and those around them. People Skills • A personable character with the ability to get on with people from a diverse array of backgrounds., • Caring, empathetic with high morals and naturally trustworthy., • A desire to learn with an understanding and belief that feedback is not criticism but part of learning. Communication • Professional and personable communication skills both verbally and written., • Confident in connecting with people in the office and building rapport and relationships with others., • Good grammatical, written, proof-reading and language skills and able to transfer this into letter writing and putting together emails for clients and other external stakeholders. IT Skills • Proficient in using a computer/laptop with programmes like Word, PowerPoint etc. organising emails as well as adapting to the use of new systems., • Some skills in Excel such as setting up tables, formatting spreadsheets, implementing graphs and using formulas with the ability to pick up and learn more. Qualifications/Experience • Ideally a candidate will hold a degree, but we welcome applications from individuals who have experience working in a professional environment and can demonstrate they have the ability to learn the above skills.

IFA Administrators Requirements. You must be experienced in supporting Financial Advisors as an IFA Administrator / Client Support role. This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth jou

Lync Wealth Management in Bath is looking for a Financial Planning Administrator to support advisers and paraplanners with various tasks.

Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years’ experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible

The ideal candidate will have previous experience in financial planning, however those with administration experience from other areas of financial services and a desire to move into financial planning will also be considered as full training can be provided. My client are a well-established financi

Senior Financial Planning Administrator / PA. We are seeking an experienced Senior Financial Planning Administrator / PA to provide high-level support to a specialist Adviser working predominantly with medical professionals including Doctors, Dentists and GPs. The successful candidate will be highly

Administrator – Financial Services. Financial services environment exposure either life office, provider, network or wealth managemnet or IFA . Opportunity to build a career within financial services.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. Previous experience within financial planning or the wider financial services sector. You will be joining a collaborative and high-performing team, pro

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team. This is for the role of Financial Services Administrator supporting a successful Financial Adviser. We are looking f

They are now looking for an experienced IFA Administrator to join their team. This role would suit someone with a strong background in financial services administration who enjoys working in a collaborative environment and takes pride in accuracy, organisation, and excellent client care. Experience

A well-established boutique wealth planning firm based in Leatherhead is seeking an experienced Financial Administrator to join their close-knit team, working directly alongside two high-billing advisers. They have a particular strength in serving high-net-worth expat clients with complex, multi-jur

Financial Planning Administrator to join their team. Financial Planning Administrator | Bristol | Up to 32k. A respected and growing independent financial advisory firm based in.

We are seeking an experienced Senior Financial Planning Administrator / PA to provide high-level support to a specialist Adviser working predominantly with medical professionals including Doctors, Dentists and GPs. Senior Financial Planning Administrator / PA. Led by a highly experienced and respect

We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking f

Placr Recruitment is looking for a Wealth Administrator / Junior Financial Planning Consultant in the Hove / Brighton area. Candidates must have experience in financial services or administration, with strong organisational and communication skills. The role offers competitive salary, structured tra

A growing financial services firm in Greater London is seeking an Experienced Financial Planning Administrator to support their Wealth team.

Essential Employment is seeking a Financial Administrator to work in a hybrid capacity in Trafford.

The firm is looking to recruit a Finance Administrator to assist and support the Financial Services SBU Finance Manager. Helping to manage the financial performance of the SBU on a day-to-day basis as well as providing relevant support to the overall team within the business unit on financial ma

The ideal candidate will have 1-2 years' experience in financial services administration, especially within an Independent Financial Adviser's (IFA) environment. Service Care Solutions in Bristol is looking for a Financial Planning Administrator to join their team.

The ideal candidate should have proven experience within Financial Services, excellent organisational skills, and a thorough understanding of financial platforms. Cameron James Professional Recruitment is looking for a Senior Client Services Administrator to join their team in Central London.

MHA in Greater London is seeking an Experienced Administrator for their Financial Planning team.

Thrive Group is seeking a Financial Services Administrator to join their vibrant team in a growing financial planning practice in the United Kingdom. Previous experience in financial services, excellent communication skills, and attention to detail are essential.

CMD Recruitment is seeking an enthusiastic Administrator for the Financial Services Industry in Swindon. Candidates should have prior experience in a similar role within Financial Services, strong communication skills, and good computer knowledge. The full-time role involves providing administration

RECfinancial are currently shortlisting exclusively for this Leicester based business as they look to recruit an experienced Finance Administrator to join their established team on a permanent basis. What is the Financial Administrators role? Our client is looking to recruit a candidate that can ope

A Japanese company based in Hertfordshire is currently recruiting a Financial Administrator. All applicants for the Japanese speaking Financial Administrator must have the right to work in the country without any restrictions as the Company is not able to offer visa support. Assisting with budgeting

Rec Financial, based in West Leicestershire, is seeking a part-time Office Administrator.

Underwriting Administrator - Financial Lines page is loaded## Underwriting Administrator - Financial Lineslocations: 30 Fenchurch Avenue, London, UKtime type: Full timeposted on: Posted Todayjob requisition id: JR4021**Join Starr, a global leader in commercial insurance with over a century o

Our client is a mid-size financial services firm which is a. Systems Administrators are responsible for the workstations and servers of our rapidly expanding trading operations. In addition to all systems work both on the desktops and in the data centres, Systems Administrators frequently interact w

A global financial services firm is seeking a highly organized Senior IFA Administrator to join their team in Greater London. This full-time role involves providing comprehensive administrative support to financial advisors, managing client onboarding, and ensuring smooth operations of financial ser

We are looking for a detail‑oriented Financial administrator who will be working alongside the Project accountant to help with the financial and overall site administration for Projects.

Our client a boutique financial services firm is seeking a Portfolio Administrator to join the Investment Operations team on a contract basis. Good understanding of financial instruments and their administration.

We are looking for a Financial Planning Administrator (known internally as Client Executive) to join our team on a 12-month FTC. The Financial Planning Administrator is an integral member of our team in delivering outstanding client experience. The role holder will have experience working in a profe

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks. The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning. This role offers

Financial Administrator (Hybrid) needed in Trafford, £17.

We are pleased to be working with a Liverpool based Financial Planning firm specialising in Financial Planning. Supporting the Financial Advisors with compliance administration support. Experience in Financial Services administration is essential.

Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years experience. This role would

We have a fantastic vacancy for a Financial Administrator to join our busy East Molesey Office. Perspective Financial Group Ltd does not provide financial advice itself. Perspective Financial Group Ltd.

Placr Recruitment is seeking a Wealth Administrator / Junior Financial Planning Consultant in the Hove/Brighton area. Ideal candidates will have prior experience in financial services, strong organisational skills, and a proactive approach. Join a supportive environment that promotes long-term devel

What s on offer for the Financial Administrator?. RECfinancial are currently shortlisting exclusively for this Leicester based business as they look to recruit an experienced Finance Administrator to join their established team on a permanent basis. What is the Financial Administrators role?.

Japanese Speaking Financial Administrator. Submission of SAP related codes in Japanese, as requested by the Financial Controller. An experienced Administrator with an excellent attention to detail.

Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!. Previous experience within a si

Financial Services Administrator. A background supporting an IFA or technical experience within a financial services organisation. Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a.

A fantastic opportunity has arisen for a Financial Services Administrator to join a modern, forward-thinking financial planning practice in Bristol. Previous experience within financial planning or the wider financial services sector. You will be joining a collaborative and high-performing team, pro

A leading financial planning firm is looking for a Financial Planning Administrator to support advisers and deliver high-quality client service. Ideal candidates should have experience in financial planning, possess strong organisational skills, and be detail-oriented.

We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years experience of working in a financial planning, financial advice or wealth management environment, who is looking f