IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active
roles at the moment that may be more suitable.
-
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.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 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?
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 have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners 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
- 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 in the City, then please apply.
-
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Stockport is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development and the chance to build strong relationships with a bank of clients.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
Senior Paraplanner – Chartered
Cambridge outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working – 30 x days holiday + BH
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?
If so, we can help…
Company/Role Information
- Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
- Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and whocan offer their technical expertise.
- Hybrid working – 3 days in the office.
- Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more detail.
-
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
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: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active
roles at the moment that may be more suitable.
-
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.
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: Paraplanners
Location: London
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 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?
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 have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners 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
- 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 in the City, then please apply.
-
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Stockport is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development and the chance to build strong relationships with a bank of clients.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 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?
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 have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners 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
- 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 in the City, then please apply.
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Stockport is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development and the chance to build strong relationships with a bank of clients.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 9 months ago
- Applications have closed
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