Senior financial planner Work, Jobs in Wellesbourne, War (with Salaries)

Senior IFA Administrator
Warwick Nub News —Warwick
- Up to £35,000 a year
- Hybrid work
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
4d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Head of Structural Engineering – UK & Ireland
AECOM —Birmingham
- Full-time
- Hybrid work
- Business development
- Leadership
- Communication skills
Senior Project Scheduler
KION Group AG —Banbury
- Full-time
- PMP
- Analysis skills
- Project management
Senior Financial Planning Administrator
Morris Jane Associates —Birmingham
- £35,000 a year
Project Controls Analytics Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Engineering
- SQL
- Analysis skills
Inventory Planner
TVS Supply Chain Solutions —Banbury
- Full-time
- Hybrid work
- In-person
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
4d
Senior Project Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Accounting
5d
Planner
Arcus FM —Redditch
- £26,758 a year
- Full-time
- Annual leave
Quick apply
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Project Controls Manager
Assystem —Birmingham
- £65,000 - £75,000 a year
- Microsoft Excel
- Engineering
- Continuous improvement
Senior Adviser to NHB Chair and CEO
Homes England —Birmingham
- £59,631 - £69,548 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Negotiation
- Annual leave
- Employee assistance programme
3d
Senior Paraplanner
RGH‑Global Limited —Birmingham
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Project Controls Consultant
AECOM —Birmingham
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
11d
Advisory Consultant - Transaction Advisory
AECOM —Birmingham
- Full-time
- Hybrid work
- Project management
- No degree
- Organisational skills
10d
Principal Engineer/Project Manager (Operational Technology)
Sweco —Birmingham
- Full-time
- Hybrid work
- Project management
- Travel
- In-person
- Employee assistance programme
- Employee discount
Principal Transport Planner
AECOM —Birmingham
- Full-time
- Hybrid work
- Business
- Communication skills
Hydropower Lead
AECOM —Birmingham
- Full-time
- Hybrid work
- Sales
- Engineering
- Business development
Framework Director (Construction Consultancy)
AECOM —Birmingham
- Full-time
- Hybrid work
- Contracts
- Leadership
- Communication skills

I want to receive the latest job alerts for senior financial planner in wellesbourne, war

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Senior IFA Administrator

Warwick Nub News
Warwick

Apply Now

Job details

Permanent
Up to £35,000 a year
4 days ago

Benefits

Annual leave
Company pension
Employee assistance programme
Sick pay

Qualifications

Organisational skills
Financial services

Full job description

Where

Warwick

What

Administration

Type

Permanent

Salary

35000 Annual

Job Title: SeniorIFA Administrator

Industry: Financial Planning / Financial Services

Locations: Warwick, Edgbaston

Salary: Up to £35,000 (dependent on experience)

Job ref: 10083

Job Description:

Recruit UK are working on an exciting opportunity for an experienced Senior IFA Administrator to join a well-established Independent Financial Advice firm operating across the West Midlands.

The purpose of this role is to provide high-quality administrative and client support to Office Managers and Financial Planners, ensuring an efficient, compliant, and professional service is delivered at all times. You will play a key role in maintaining excellent client experience by supporting advisers with reviews, new business processing, valuations, and ongoing client servicing.

This position requires strong attention to detail, excellent organisational skills, and a good understanding of financial services processes, particularly within investments, pensions, and protection.

Key Responsibilities:

Prepare valuation and performance reports for client review meetings
Processing New Business
Compile review checklists and supporting documentation for adviser appointments
Obtaining provider information (LOA) and collating these together with relevant
client specific illustrations Maintain accurate client records by updating back-office systems
Liaise with clients and assist with queries
General office administration including filing, scanning, post handling, and answering calls

What's in it for you?

Salary up to £35,000 depending on experience
Auto enrolment pension
23 days annual leave plus bank holidays
Group Life cover
Income protection
Company sick pay
Employee Assistance Programme
Financial wellbeing support
Hybrid working post probation

Skills and Experience Required:

Minimum of 4 years' experience (or equivalent) as an Administrator within an Independent Financial Advice practice
Proven experience within Financial Services and working with complex clients
Strong organisational skills with the ability to plan and prioritise effectively

About Recruit UK:

As specialists in financial services recruitment, Recruit UK bring unique expertise, insight, and connections across the financial planning market. With a network of over 100,000 financial services professionals, we help candidates and firms find the right long-term fit.

Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on an Senior IFA Administrator role.

Our commitment to you:

Start every journey with an in-depth conversation
Provide honest feedback on your position in the job market
Use our extensive network to match you to the right opportunity
Take a holistic approach - career happiness is about more than salary
UK-wide coverage with a strong local presence
Never pester you

Apply Now

Refine Your Search

senior financial planner jobs in wellesbourne, war

Senior IFA Administrator

Financial Advisor

Senior Financial Planning Administrator

Head of Structural Engineering – UK & Ireland

Senior Project Scheduler

Senior Financial Planning Administrator

Project Controls Analytics Consultant

Inventory Planner

Senior Project Planner

Planner

Senior IFA Administrator

Project Controls Manager

Senior Adviser to NHB Chair and CEO

Senior Paraplanner

Project Controls Consultant

Advisory Consultant - Transaction Advisory

Principal Engineer/Project Manager (Operational Technology)

Principal Transport Planner

Hydropower Lead

Framework Director (Construction Consultancy)

I want to receive the latest job alerts for senior financial planner in wellesbourne, war

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected