We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice and excellent client outcomes. The Role: Act as a first point of contact for clients, handling queries and correspondence professionally Provide administrative support to Planners, including onboarding, valuations and new business Prepare meeting packs, manage diaries and complete follow-up actions Maintain accurate client records on the CRM system Assist in training and mentoring Junior Assistants, sharing knowledge and best practice Contribute to process improvements and support team efficiency initiatives About You: Strong knowledge of the financial planning process and products Previous experience in a wealth planning/IFA support role Excellent accuracy, attention to...

An excellent opportunity has arisen for an experienced Senior IFA Administrator to join a well-established and highly reputable financial planning firm based in Bromsgrove. This is a key support role working closely with the Office Manager and Financial Planners, ensuring the delivery of a high-quality, efficient, and compliant service to clients. Key Responsibilities: Processing new business applications across various providers and platforms Preparing valuation reports and performance documentation ahead of client reviews Producing review checklists and coordinating documentation for adviser meetings Gathering information from providers to support adviser recommendations and enable paraplanners to create thorough suitability reports Running risk profiler results and supporting fund research using FE Analytics Assisting in the preparation of fund switch reports and ensuring compliance with MIFID II requirements Processing fund switches directly with providers or via...

About the role Sytner Worcester is looking for a highly motivated and hardworking Sales Administrator to join their fantastic team. As a Sytner Sales Administrator, you will provide exceptional administrative support to our sales team by assisting with file auditing, trade transfers and other ad-hoc duties. In this role, you will work closely with the Dealership Accountant, Sales Department and many members of the management team. You will be responsible for delivering excellent customer service whilst dealing with incoming enquiries from our customers in a prompt manner. Sytner Sales Administrators work a variety of flexible patterns which can typically include weekends to ensure we provide our customers with the highest possible levels of service. About you Previous experience in an administrative role is advantageous along with proficient IT skills; however, no specific industry experience is required. We are looking for an individual who is committed to...

BCR/AB/32208 Data Entry Administrator Bromsgrove, Worcestershire 12.21p/h THIS IS A 3 MONTH CONTRACT WITH POTENTIAL TO BE EXTENDED Bell Cornwall Recruitment are pleased to be recruiting for a Data Entry Administrator for a wealth management business based in Bromsgrove, Worcestershire. If you are someone who has a keen eye for detail, good knowledge of excel and are comfortable with Data Entry Administration then this could be the role for you! Duties - Ensure client information is uploaded in the correct format Track progress on excel Update client information Skills required - Attention to detail Confident using excel Good written and verbal communication skills If you are interested in this Data Entry Administrator role and you are based in Bromsgrove please get in touch! Interested? Please click the 'APPLY' button now! BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then...