Financial Adviser jobs in Scarcliffe
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- NJR RecruitmentIlkestonEmployerActive 9 days ago
- An understanding of the financial planning process.
- Diary management and arranging monthly client reviews for adviser & record information precisely.
- NJR RecruitmentNottinghamEmployerActive 8 days ago
- Research and analyse financial products to meet Client requirements and objectives;
- They are a friendly face in a complex industry and are experts at guiding…
- Tempest JonesHybrid work in SheffieldEmployerActive 9 days ago
- Essential requirements for this role are Level 4 Diploma in Regulated Financial Planning as well as experience within a financial planning role.
- Bennett & Game Recruitment Limited4.2NottinghamPostedPosted 8 days ago
- You will be working closely with clients to understand their financial situations, develop customised financial plans and provide ongoing advice and support.
- Recruit UK5.0Sheffield S8 0XFEmployerActive 2 days ago
- Have you completed or are you close to completing the Level 4 Diploma in Financial Planning and eager to put it to good use?
- 25 days holiday + bank holidays.
- Capio RecruitmentMansfieldEmployerActive 2 days ago
- They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection, IHT, Tax & employee benefits along…
- Ability CareChesterfield S45EmployerActive 2 days ago
- Assist the Finance Manager with any financial admin that is required.
- Liaise with external regulators and advisers, such as lawyers, solicitors and auditors.
- Jisc3.5Hybrid work in United KingdomPostedPosted 1 day ago
- Hours: 35 hours per week.
- The Privacy team is responsible for developing, implementing, and monitoring policies, guidelines and procedures applicable to the…
- Capio RecruitmentNottinghamEmployerActive 8 days ago
- Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
- Balance: Wealth Planning LimitedHybrid work in Nottingham NG2 7QWEmployerActive 2 days ago·
- All financial planners in our team are employed, with a salary.
- Comfortable with financial planning issues that come with higher levels of wealth, including all…
- NJR RecruitmentNottinghamEmployerActive 2 days ago
- Prepare Annual Client Reviews submitted by adviser.
- Provide general ad-hoc support to advisers and paraplanners as required.
- SALARY UP TO £30,000*.
- Capio RecruitmentNottinghamEmployerActive 8 days ago
- Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
- PRIMIS Mortgage NetworkHathersage S32 1BBPostedPosted 3 days ago·
- & They are looking for an experienced Mortgage and protection adviser to join the Team on a employed or self employed basis with all leads provided.
- Balance: Wealth Planning LimitedHybrid work in NottinghamEmployerActive 2 days ago·
- Processing financial transactions on platforms.
- Providing administrative support to the financial planners and paraplanners as required.
- Next Chapter Financial Planning LimitedSheffieldEmployerActive 3 days ago·
- We are a truly independent Firm providing financial advice to clients on protection, investment, mortgages, retirement, and IHT/estate planning.
Job Post Details
Financial Planning Administrator - job post
Ilkeston
£24,000 - £28,000 a year - Permanent, Full-time
Job details
Here’s how the job details align with your profile.Pay
- £24,000 - £28,000 a year
Job type
- Full-time
- Permanent
Location
Ilkeston
BenefitsPulled from the full job description
- Company pension
- Free parking
Full job description
FINANCIAL PLANNING ADMINISTRATOR
ILKESTON, Derbyshire
£24,000 - £28,000
NJR Recruitment is currently working with a well known Wealth Management practice that specialise in providing high quality personal advice on many aspects of wealth management.
Based between Derby and Nottingham, our client is looking to recruit an experienced Financial Services Administrator to support a small team of financial planners across a range of pensions, investments and other financial products .
What’s in it for you?
- Genuinely competitive salary depending on experience
- Discretionary bonus scheme
- Company pension
- 25 days paid holidays plus bank holidays
- Private medical cover
- Death in Service cover
- Free Parking
The role will be varied and will involve;
- Processing new business applications (pension/investment/protection)
- Preparing meeting packs
- Liaising with 3rd party providers
- Dealing with client queries
- Diary management and arranging monthly client reviews for adviser & record information precisely
- Keep up to date filing systems of confidential documentation - both hard and electronic copies
- Client Relationship Management and keeping the system up to date with client meeting information
- Contact clients by email, telephone and letter
- General office duties including answering the telephone, stationary orders, booking meeting rooms, lunches & any necessary catering etc
What we need from you?
- Previous experience working within the Financial Planning sector in a similar role
- An understanding of the financial planning process
- A general knowledge of pensions, investments and protection
- Good interpersonal and communication skills, both written and verbal
- Good IT skills in the use of word, excel, powerpoint, outlook, internet
This is a great opportunity to join a growing company that values and appreciates their staff. For more information please apply today or contact NJR Recruitment quoting reference NJR14991
#fin
Job Types: Full-time, Permanent
Pay: £24,000.00-£28,000.00 per year
Work Location: In person
Reference ID: NJR14991
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