Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
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.
-
Job Type: Paraplanners
Location: Reigate
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.
-
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
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Job Type: Sales Support
Location: West Sussex
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.
-
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 Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.
-
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
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.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- 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
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £25,000 – £35,000 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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties:
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role:
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.
Job Type: Sales Support
Location: West Sussex
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
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.
-
Job Type: Paraplanners
Location: Reigate
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.
-
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
Job Type: Paraplanners
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.
Job Type: Paraplanners
Location: Reigate
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.
Job Type: Paraplanners
Location: West Sussex
-
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
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
Related Jobs
-
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.
-
Job Type: Sales Support
Location: West Sussex
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.
-
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 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.
Job Type: Sales Support
Location: West Sussex
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.
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 Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
Paraplanner
- Sales Support
- London
Posted 1 year ago
- Applications have closed
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IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.
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Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
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.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- 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
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
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IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £25,000 – £35,000 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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties:
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role:
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
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.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- 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
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £25,000 – £35,000 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.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties:
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role:
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
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.