Norwich, 45 mi from Wisbech
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals.
You...
Hays Accountancy and FinanceEngland
Financial Controller - 6-Month Fixed Term Contract. You will need to be a qualified accountant, ideally, with strong technical accounting, previous experience of hitting the ground running and the ability to integrate financial accounts and procedures for a new operation and ensure the same procedur...
Recruit UK | Certified B Corp™Cambridge, 33 mi from Wisbech
Job Title: Chartered Financial Planner
Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.
Location: Cambridge
Ref: 8858
Salary: up to £100,000 + bonus
Recruit UK is working...
Focus Search and SelectionBedford, 45 mi from Wisbech
Financial Planner
Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth...
Capio Recruitment Financial PlanningKettering, 42 mi from Wisbech
Job Title: Trainee Financial Planner
Location: Kettering
Salary: £35,000 - £45,000 + Bonus
The Company:
This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals...
Halecroft RecruitmentNorwich, 45 mi from Wisbech
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire…
This is an outstanding...
Recruit UK | Certified B Corp™Cambridge, 33 mi from Wisbech
Job Title: Chartered Financial Planner Location: Cambridge
Ref: 8858
Salary: up to £100,000 + bonus
Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge...
Recruit UK | Certified B Corp™Cambridge, 33 mi from Wisbech
Job Title: Chartered Financial Planner Location: Cambridge
Ref: 8858
Salary: up to £100,000 + bonus
Recruit UK is working with an established Wealth Management company who are hiring a Chartered Financial Planner to join their Cambridge...
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Financial Planning Administrator
Boston | Permanent | £20,000 - £28,000/year | www.cv-library.co.uk |
Job Title: Financial Planning Administrator
Boston, UK
Competitive salary dependent on experience
Compensation and Benefits:
• Enhanced Pension: We offer an employer contribution of 5%.
• Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service.
• Study/Exam Support: Full support for your professional development, covering CII fees and offering exam days off.
• On-Site Parking: Convenient on-site parking facilities for all team members..
• Team days out / social events, such as regular attendance at the local races!
A well-established financial advisory firm is seeking experienced Financial Planning Administrators to join the team. As a key player in the financial planning industry, the business is dedicated to providing exceptional service to their clients and are looking for individuals who share their commitment.
Key Responsibilities:
As a Financial Planning Administrator, your primary responsibilities will include:
• Processing new business efficiently and accurately.
• Liaising with providers to ensure seamless communication and transaction processing.
• Preparing comprehensive client meeting packs, demonstrating attention to detail and organisational skills.
• Facilitating fund switches and withdrawals, ensuring compliance with regulations and client preferences.
How to Apply:
If you are an experienced Financial Planning Administrator seeking a new and exciting opportunity within a supportive team, we would love to hear from you.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
Boston, UK
Competitive salary dependent on experience
Compensation and Benefits:
• Enhanced Pension: We offer an employer contribution of 5%.
• Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service.
• Study/Exam Support: Full support for your professional development, covering CII fees and offering exam days off.
• On-Site Parking: Convenient on-site parking facilities for all team members..
• Team days out / social events, such as regular attendance at the local races!
A well-established financial advisory firm is seeking experienced Financial Planning Administrators to join the team. As a key player in the financial planning industry, the business is dedicated to providing exceptional service to their clients and are looking for individuals who share their commitment.
Key Responsibilities:
As a Financial Planning Administrator, your primary responsibilities will include:
• Processing new business efficiently and accurately.
• Liaising with providers to ensure seamless communication and transaction processing.
• Preparing comprehensive client meeting packs, demonstrating attention to detail and organisational skills.
• Facilitating fund switches and withdrawals, ensuring compliance with regulations and client preferences.
How to Apply:
If you are an experienced Financial Planning Administrator seeking a new and exciting opportunity within a supportive team, we would love to hear from you.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
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