Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Cambridgeshire
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London 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?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- 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 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 in the City, then please apply.
-
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 / 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
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
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.
-
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.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Job Type: Sales Support
Location: 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.
Job Type: Sales Support
Location: Cambridgeshire
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
Related Jobs
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London 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?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- 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 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 in the City, then please apply.
-
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 / 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.
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London 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?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- 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 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 in the City, then please apply.
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 / 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
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
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.
-
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
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
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.
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.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Senior IFA Administrator
- Sales Support
- London
Posted 11 months ago
- Applications have closed
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Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
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Organising the Advisers diary
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Managing the Advisers inbox
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Planning ahead and getting everything ready for their client meetings
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Working closely with the Advisers to ensure clients are offered exceptional care
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Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
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This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
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Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
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Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
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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.
Job Type: Sales Support
Location: Berkshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Job Type: Sales Support
Location: 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.