Financial planner Work, Jobs in Send, Sry (with Salaries)

Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- IT
- Communication skills
Wealth Manager
Davy —London
- Full-time
- Hybrid work
- Business development
- Communication skills
- Employee assistance programme
Quick apply
1d
Financial Planner
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
6d
Financial Advisor
Prestige IFA Jobs —London
- £25,836.56 - £107,551.92 a year
- Full-time
- CRM software
- Business development
- Financial services
Quick apply
2d
Servicing Adviser
Miller Knight Ltd —Lingfield
- £50,000 - £65,000 a year
- Full-time
- Hybrid work
- Financial services
- Free parking
- Life insurance
Quick apply
1d
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Paraplanner
Miller Knight Ltd —Lingfield
- £35,000 - £55,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
1d
Paraplanner
Nedbank Private Wealth —London
- Analysis skills
- Organisational skills
- Communication skills
10h
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Organisational skills
- AI
1d
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Client Support Executive
Benchmark Capital —Horsham
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- Supervising experience
- Team management
- Mentoring
5d

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Wealth Planner
Morris Jane Associates —London
A reputable Wealth Management business are looking to hire an experienced Wealth Planner. The role involves working closely with high-profile clients in a…
£90,000 a year
Trainee Wealth Manager
RGH‑Global Limited —London
Working closely with a Senior Wealth Manager and their team, you will play a key role in supporting client relationships while continuing your progression…
£29,000 - £33,000 a year

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Technical Administrator

Harding Financial
Shalford

Apply Now

Job details

Full-time
£25,000 - £28,000 a year

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Office
SASS
Organisational skills
IT
Financial services
Communication skills

Full job description

Job Title: Trainee Technical Administrator

Hours: Full Time – 9:00 – 5:30pm

Location: Shalford, Surrey

Salary: £25,000 - £28,000

An excellent opportunity to join a fast growing, innovative, technology focused independent financial planning firm based in Shalford.

We are continuing to build a team of individuals who share the company’s passion for high quality, customer driven financial advice. The successful applicant will report to our Head of Paraplanning and Administration. Our administration team work closely with our financial planners and paraplanners.

Job Role:

Liaising with clients on the phone and via email/portal
Providing exceptional service to your allocated clients
Carrying out Valuation Summary Reports for client annual & mid-year review meetings
Updating Trust Registration Scheme and CRBOT Registration
Submission of Tax Returns and tracking invoices following completion by the financial planner
Preparing and sending the relevant documents and paperwork to clients
Tracking the return of client documents and paperwork
Processing advice recommendations for clients and liaising with providers to keep the client up to date throughout. This includes Protection, Pension Switching, Cash and Re-registration transfers, Fund Switches, Contributions, Withdrawals, DB SASS Transfers, BED and ISA’s/Sipp’s, Use of CGT Allowances
Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked
Meeting and greeting clients and providers when they are visiting the office for meetings
Covering post when the office administrator is absent
Assisting with mailings when in the office, for other admin members and wider team
Occasional project work with Admin Team Leader and Manager

Required Qualifications, Experience & Skills:

Desire to work or previous experience working in the financial services industry
Previous administration experience
Strong digital literacy; including use of Microsoft Office
Excellent telephone manner
Good IT skills; especially Word and Excel
High attention to detail and strong organisational ability
Good communication skills
Flexible approach to working
Ability to juggle tasks, prioritise and work well under pressure
Able to work to own initiative

Apply Now

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financial planner jobs in send, sry

Technical Administrator

Wealth Planner

Trainee Wealth Manager

Retirement focused Financial Planning Manager – Leading Wealth Manager

Wealth Manager

Financial Planner

Financial Advisor

Servicing Adviser

Financial Planning Administrator

Paraplanner

Paraplanner

Financial Planning Associate

Client Support Executive

Client Support Executive

Financial Planning / Advice, Team Leader (Regulated Supervisor)

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