Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: London
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
Job Type: Sales Support
Location: West Sussex
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning 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 wealth planning practice, then please apply.
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, then please apply for the role and we can run through in more detail
-
Job Type: 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.
Job Type: Sales Support
Location: London
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
Related Jobs
-
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
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
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
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
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Ample parking at office
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Minimum 1 year’s experience working as an IFA Administrator
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Excellent attention to detail and competent on CRM systems
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Fantastic telephone manner and strong inter-personal and relationship building skills
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Job Type: Sales Support
Location: West Sussex
Mortgage Administrator
- Sales Support
- West Sussex
Posted 9 months ago
- Applications have closed
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Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
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Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
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Organising the Advisers diary
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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
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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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