Breakthrough Planning Jobs

Financial Planning AdministratorLocation: LeedsSalary: 27,000 - 30,000 per annumJob Type: Full-Time, PermanentThe OpportunityA well-established and growing financial planning firm is seeking a Financial Planning Administrator to join its professional and supportive team. This is an excellent opportunity for an organised and detail-oriented individu...

Some firms don't even know what a career journey is, never mind put one in place.So you get stuck, in a rut, doing the same old, same old. Year after year.Not here.Here you'll join as an administrator to replace someone who is moving into a paraplanning job. And they're replacing a paraplanner who has become a financial planner.What does that tell ...

Job: Financial Planning AdministratorLocation: GrimsbySalary: NegotiableRole DescriptionDue to continued growth, a reputable financial planning firm is seeking an experienced Wealth management Administrator to join its team. This role will appeal to a proactive individual who enjoys managing client queries relating to pensions, investments, and pro...

Job: Financial Planning AdministratorLocation: RotherhamSalary: NegotiableRole DescriptionA modern, growing financial planning firm with an excellent reputation is looking for an experienced Wealth management administrator to join their expanding team in Rotherham. This role will suit someone who enjoys being a key point of contact for client queri...

My client are a well-established financial planning firm in Swindon that are looking to recruit an IFA Administrator to join their long-standing, friendly workforceThis is a full-time office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.Specific duties include:Preparing relevant paperwork f...

A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office after a successf...

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative an...

Financial Planning Administrator Whiteley, Hybrid Working + Excellent BenefitsAre you an experienced Financial Planning Administrator looking to join a highly regarded wealth management firm with hybrid working and strong career progression?A well-established and growing wealth management firm is looking to recruit a Planning Support Administrator ...

Technical Administrator - Financial Planning£26,000 - £30,000 Financial Planning Office-basedCanford Cliffs / SherborneIn financial planning, the client experience is shaped long before an adviser speaks to a client.It is built in the administration - in how quickly cases are processed, how accurately information is handled, and how consistently ad...

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice. My client is looking for a recent college leaver (A Level and above) looking to join the Fi...