Trainee IFA Administrator

Overview

Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience

Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?

For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.

Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.

If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.

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    Trainee IFA Administrator

    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
    receive full training and development through a structured development programme.

    Key attributes to be successful within the role:
    · Strong work ethic
    · Thriving within a busy varied role
    · Can do attitude
    · Team player but also self-motivated and able to work on own initiative
    · Keen to learn and develop skills to ensure develop best competency within the role
    · Organisational and prioritisation skills
    · Strong attention to detail.

    If this role sounds as though it aligns with your desire to have a career within Financial Services
    / Wealth Planning that comes with fantastic ongoing career development prospects and a high
    level of compensation, please email your CV with a covering letter now.
    Please note that due to the high level of response; only shortlisted candidates will be
    contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
    and may have other vacancies that will be more suited to your skill set.

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      • Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
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      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
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      If so, we have the opportunity for you…..

      The company and role:

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      • They offer a structured career development and exam plan based around your
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      The role:

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      Paraplanner – Diploma qualified

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      Do you feel that you are not using your technical skills as much as you should be?

      Would you like to work in a truly collaborative environment where you are part of the whole

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      Do you enjoy working 1-1 with an Adviser?

       

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      Our client is a firm of Independent Financial Advisers, established in 2006.

      They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.

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      – manage risk by embedding best practice and compliance into standardised processes and client workflows

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      • xcellent interpersonal skills

      Your Responsibilities:

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      • Experience of managing others would also be preferable but not essential.

      Your Qualifications

      Expected:

      • Level 4 Diploma in Regulated Financial Planning (or equivalent)

      Desirable:

      • Level 6 Advanced Diploma in Financial Planning (or equivalent); or
      • Investment Management Certificate (or equivalent); or
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      • 4x basic salary death in service
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  • Paraplanner

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    Trainee IFA Administrator

    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
    receive full training and development through a structured development programme.

    Key attributes to be successful within the role:
    · Strong work ethic
    · Thriving within a busy varied role
    · Can do attitude
    · Team player but also self-motivated and able to work on own initiative
    · Keen to learn and develop skills to ensure develop best competency within the role
    · Organisational and prioritisation skills
    · Strong attention to detail.

    If this role sounds as though it aligns with your desire to have a career within Financial Services
    / Wealth Planning that comes with fantastic ongoing career development prospects and a high
    level of compensation, please email your CV with a covering letter now.
    Please note that due to the high level of response; only shortlisted candidates will be
    contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
    and may have other vacancies that will be more suited to your skill set.

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      This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.

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      Duties:

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      • Monitoring client emails, and account management of repeat clients.
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      Job Summary:

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      Are you a part or fully qualified Paraplanner looking for a route to advice?

      Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

      Are you feeling that your technical research skills aren’t being utitlised?

      Do you enjoy dealing with ultra-high net clients?

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      Company/Role information:

      • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
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  • IFA Administrator/Wealth Planning Administrator

    Job Type: Sales Support

    Location: East Sussex

    Trainee IFA Administrator

    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
    receive full training and development through a structured development programme.

    Key attributes to be successful within the role:
    · Strong work ethic
    · Thriving within a busy varied role
    · Can do attitude
    · Team player but also self-motivated and able to work on own initiative
    · Keen to learn and develop skills to ensure develop best competency within the role
    · Organisational and prioritisation skills
    · Strong attention to detail.

    If this role sounds as though it aligns with your desire to have a career within Financial Services
    / Wealth Planning that comes with fantastic ongoing career development prospects and a high
    level of compensation, please email your CV with a covering letter now.
    Please note that due to the high level of response; only shortlisted candidates will be
    contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
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      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      Location: Northampton

      Paraplanner

      Based Northampton

      Salary: £33,000 – £45,000 + discretionary bonus

      Are you a Diploma qualified Paraplanner who is looking for your next move?

      • Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for a larger practice with full admin support provided?

      If so, we have the opportunity for you…..

      The company and role:

      • Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
      • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
      • There are 16 Advisers, and over 30 on the support side within the company
      • They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.

      The role:

      • Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
      • Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
      • Prepare cash flow reports and presentations for client meetings.
      • Research and stay up to date on industry trends, products, and regulations.
      • Collaborate with financial advisors to implement and execute client strategies.

      Further information:

      • Full time, office-based role
      • 7.5hrs per day – flexibly anytime between 8am-6pm
      • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
      • 22 days holiday initially increasing to 25 days.
      • Discretionary staff bonuses paid half yearly in May and October

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Nottinghamshire

      Pensions and Investment Administrator / Wealth Planning Administrator

      Based West Bridgford

      Salary up to £30,000 depending upon experience

      Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?

      Then we have the role for you…

      The role/company

      Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.

      Alongside an experienced support team, you will be supporting 7 Advisers.

      • Submitting pension and investments to providers online
      • Planning ahead and getting everything ready for their client meetings
      • Working closely with the Advisers to ensure clients are offered exceptional care
      • Contacting existing clients to organize their annual reviews and booking into the Advisers diary
      • Chasing Providers, sending out LOA’s, processing new business

      There is the option for some hybrid working (if desired).

      Hours are 9am-5pm with 25 days holiday.

      Your experience

      • Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
      • Experience supporting Advisers
      • Excellent communication skills and attention to detail

      For more information please apply

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837