IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles 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.
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: Northamptonshire, Northampton
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based Northampton
Salary £23,000 – £25,000 – depending on skills and experience + bonus
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 60 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social. A perfect environment to learn and grow.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership.
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
Progression through to Paraplanner and also Adviser if desired
- 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
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
-
Job Type: Sales Support
Location: Wetherby
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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.
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
-
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
Senior Paraplanner – Chartered
Cambridge outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working – 30 x days holiday + BH
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?
If so, we can help…
Company/Role Information
- Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
- Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and whocan offer their technical expertise.
- Hybrid working – 3 days in the office.
- Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more detail.
-
Technical IFA Administrator / Junior Paraplanner – SJP experience
Job Type: Sales Support
Location: Solihull
Technical IFA Administrator / Junior Paraplanner – SJP experience
Location: Solihull
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Solihull and 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a technical admin role or a junior paraplanning role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles 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.
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: Northamptonshire, Northampton
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based Northampton
Salary £23,000 – £25,000 – depending on skills and experience + bonus
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 60 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social. A perfect environment to learn and grow.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership.
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
Progression through to Paraplanner and also Adviser if desired
- 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
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles 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.
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.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: Northamptonshire, Northampton
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based Northampton
Salary £23,000 – £25,000 – depending on skills and experience + bonus
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 60 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social. A perfect environment to learn and grow.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership.
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
Progression through to Paraplanner and also Adviser if desired
- 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
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
Job Type: Sales Support
Location: Wetherby
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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.
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
-
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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.
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
IFA Administrator
- Sales Support
- West Midlands
Posted 1 year ago
- Applications have closed
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- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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- Income Modelling/Cashflow Planning (depending on experience)
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- Pension calculations (depending on experience)
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