Vacancy Listing
Location: Bedford, Bedfordshire, United Kingdom
Salary: £18000 - £21000/annum Benefits
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator - Bedford
Financial Planning Administrator - Bedford
Salary up to £21,000 + benefits
A high quality professional services firm are looking for an experienced Financial Services / Life & Pensions Administrator to join the firms back office.
The role will be to administer pre and post sales business and assist the Department Manager in the day to day running of the team.
- To have a complete understanding ... more about Financial Planning Administrator - Bedford
Posted: 17-May-2012
Location: Shropshire, West Midlands, United Kingdom
Salary: £19000 - £23000/annum £19,000 to £23,000 DOE
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
This role is working for a successful financial services company in Shropshire providing administration and client relationship support to the Financial Planner. Your duties will include general office administration and marketing support, maintaining new business and prospect trackers, calculation, tracking and reconciliation of office Financial Planning fees and commissions. The successful ... more about Financial Planning Administrator
Posted: 22-May-2012
Location: Farnborough, Hampshire, United Kingdom
Salary: £20000 - £23000/annum Depending on experience
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator ? FPC 2 qualified
A fantastic opportunity for an FPC 2 qualified Administrator to assist the Head of Financial Planning with the development of the departmental research, compliance and administration in addition to adhoc tasks assisting the Financial Planning Advisors.
About You
You must be FPC 1 and 2 qualified with strong experience within financial planning. Experience of First Software is essential. ... more about Financial Planning Administrator ? FPC 2 qualified
Posted: 24-May-2012
Location: Farnham, Surrey, United Kingdom
Salary: £18000 - £23000/annum SHP, Free Parking, 4 Socials
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
Head of Financial Planning requires a pro-active experienced finance administrator ideally with FPC 1 and/or FPC 2 qualifications or equivalent to support him in all aspects of financial administration associated to pensions and investments. The HFP is often out of the office therefore the individual must be organised, self-motivated and able to work in a stand alone function.
Typical duties ... more about Financial Planning Administrator
Posted: 24-May-2012
Location: Farnham, Surrey, England, Surrey, United Kingdom
Salary: £18000 - £23000/annum + parking
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
Description
Assume responsibility for processing all work arising from independent advice given to clients of the firm. Maintenance and development of the administrative and compliance systems, client's files and associated client account ledgers. To assist the Head of Financial Planning with the development of the Department’s research, compliance and administration structures and any other ... more about Financial Planning Administrator
Posted: 23-May-2012
Location: Warrington
Salary: £20,000 - £23,000
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
<strong>Job Purpose:</strong><br />
<ul>
<li>To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants</li>
</ul>
<br /><strong>Principal Accountabilities:</strong><br />
<ul>
<li>Providing an efficient new business processing service for sales consultants, ... more about Financial Planning Administrator
Posted: 27-May-2012
Location: Stoke-on-Trent
Salary: £16,000
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
Our client is looking to recruit an administrator to join its Financial Planning Team.&nbsp; <br />This is an outstanding opportunity to join a successful IFA firm in a key support role. The main duties of this role will include processing new business, obtaining illustrations, report writing, liaising with financial services providers, and maintaining client records.<br />You ... more about Financial Planning Administrator
Posted: 27-May-2012
Location: Bolton
Salary: £22,000
Job Type: Permanent
Add to Shortlist: Financial Planning Administrator
Our client is a successful and established firm of Independent Financial Advisers, providing financial planning for businesses and private individuals. Offering specialist, professional advice on retirement planning, investment, mortgages, and protection. Now seeking an additional member of staff the role will involve new business administration, including packaging applications, inputting online ... more about Financial Planning Administrator
Posted: 27-May-2012
Location: East Midlands, Nottinghamshire, UK
Salary: £16000 - £18500 pa
Job Type: Contract
Add to Shortlist: Financial Services Administrator
Financial Planning Administrator required to work for a practice based in Nottingham on a 10 month contract.
An opportunity has arisen for an experienced Financial Planning Administrator to join a large financial services practice in their Nottingham office on a 10 month contract.
You will work within a centralised administration unit handling new business processing of pensions, ... more about Financial Services Administrator
Posted: 24-May-2012
Location: East Midlands, Nottinghamshire, UK
Salary: £16000 - £18500 pa
Job Type: Contract
Add to Shortlist: IFA Support
Financial Planning Administrator required to work for a practice based in Nottingham on a 10 month contract.
An opportunity has arisen for an experienced Financial Planning Administrator to join a large financial services practice in their Nottingham office on a 10 month contract.
You will work within a centralised administration unit handling new business processing of pensions, ... more about IFA Support
Posted: 24-May-2012
Location: South West, Somerset, Yeovil, UK
Salary: £16000 - £20000 pa
Job Type: Permanent
Add to Shortlist: IFA Administrator
Regional Independent Financial Advisors based in Yeovil are seeking a proactive, self motivated Financial Planning Administrator.
The successful candidate will provide administration support to consultants and paraplanners, including preparation for client meetings, investment summaries, creating and maintaining client records (using 1st Adviser Office) and processing new business ... more about IFA Administrator
Posted: 15-May-2012