Average Planning Officer salary in Kidderminster

Job Title: Financial Planning AdministratorLocation: KidderminsterSalary: up to £30,000 Benefits: 31 days annual leave (incl BH)Income protection scheme from day 1Life assurance from completion of probationOther benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.Company sick pay from completion of probation About Us: We are a reputable financial advisory firm committed to providing top-notch service and expertise to our clients. We are currently seeking a dedicated and detail-oriented individual to join our team as a Financial Planning Administrator. This role is crucial in maintaining our commitment to excellent customer service and ensuring the smooth daily operations of our office. Role Purpose: As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements. Key Duties and Responsibilities: Provide high-quality administrative support to advisers and the support team.Effectively communicate with clients and other parties to address queries.Accurately process applications and record management information.Collaborate with product providers, advisers, clients, and third parties to ensure timely case completion. Qualifications and Skills: Previous experience Within an IFA.Strong organisational skills with attention to detail.Excellent communication and interpersonal skills.Proficient in using back-office systems.Ability to work independently and collaboratively within a team. What’s next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services

Environmental Protection / Health Officer – Planning  Start: June 2024 Duration: 5 months initially, potential extensions Rate: £45-£50 per hour, umbrella Inside IR35 Hours: Part-time, 3 days per week Working Pattern: Hybrid Location: West Midlands Our client is seeking an Environmental Protection / Health Officer to undertake the assessment of the environmental merits of planning applications. This work covers consideration of air quality, contaminated land, acoustics, odours and general amenity issues arising from received planning applications and responding to planners and engaging with developers / consultants on matters arising. There are around 60 applications to cover per month and the complexity could vary from ‘relatively’ straight forward through to large / major developments. If you are interested in the role, we would love to hear from you! Please apply to receive more information.

Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals. Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management. There are various administration opportunities available within the team due to a recent company/office acquisition and adviser expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbalProcessing new businessPreparation of client review packsArranging client meetings and managing the adviser’s diaryIllustration requestsEnsure that all financial planning client administration is carried out in accordance with internal proceduresMaintain client records on the company software and ensure the client files are well presented, accurate and compliantTaking phone calls, enquiries and requests and handling them where appropriateGeneral back-office support using IO software Benefits of joining the business: 25 days holiday plus bank holidaysDay off for your BirthdayAnnual salary reviewStaff awardsStudy support for professional industry examsIn-house academy, professional developmentProgression to Trainee Paraplanner, Paraplanner and Adviser if desiredHoliday Purchase SchemeLife AssurancePensionCorporate Eyecare cover Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.