IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
- Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days week and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using their in-house investment panel
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
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.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
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?
If so, then we may have the role for you….
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.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, 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
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress 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 – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. 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.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to 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: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
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.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 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 be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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: West Sussex
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: West Sussex
Trainee Paraplanner
Based Horsham
Salary c. £27,000
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to
reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
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?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
-
Our client is based in a convenient location based near Horsham Train Station
-
Full exam and study support.
-
Hours 9am – 5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
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 their 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 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
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:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
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.
Job Type: Paraplanners
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
- Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days week and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using their in-house investment panel
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
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.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
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?
If so, then we may have the role for you….
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.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, then please apply for the role and we can run through in more detail
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention. Being involved with holistic Financial Planning and a real variety in your role, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
- Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days week and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Undertaking research using their in-house investment panel
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
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.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
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?
If so, then we may have the role for you….
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.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress 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 – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. 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.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to 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: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
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.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 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 be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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.
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress 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 – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. 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.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to 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: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
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.
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 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 be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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: West Sussex
IFA Administrator
- Sales Support
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: West Sussex
Trainee Paraplanner
Based Horsham
Salary c. £27,000
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to
reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
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?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
-
Our client is based in a convenient location based near Horsham Train Station
-
Full exam and study support.
-
Hours 9am – 5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
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 their 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 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
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:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
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.
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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.
Job Type: Paraplanners
Location: West Sussex
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Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
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The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
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Our client is based in a convenient location based near Horsham Train Station
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Full exam and study support.
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Hours 9am – 5pm
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
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 their 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 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
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:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
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.