IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 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 be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of 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 / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
-
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Job Title: Client Services Associate / IFA Administrator
Location: London, City
Salary: £28000 – £38000
Opportunity
Are you currently working within the wealth management industry, and looking for a fresh challenge with genuine growth and career development opportunities?
Would you relish the opportunity to support a thriving Adviser through responsibility for being the main point of contact for his client bank, and through harnessing the variation of client services, platform and portfolio work and IFA administration?
Are you looking for a company that will invest in you and help you progress?
If so then this role could be for you.
Company and Role:
Our client is a forward thinking, well established, boutique fianncial ploanning company who are based near holborn station in London. They are looking for a client services associate to join their team, and support an adviser with his client bank.
They have a fantastic growth plan, and so there will be genuine progression options into either advice, paraplanning or really harnessing a client services manager role.
Benefits include:
-
Hybrid working options – 2 days from home
-
Technically savvy and forward-thinking company
-
Full study support to gain your Diploma / enhance your technical skills
-
Full progression plan through to advice available
-
Salary up to £35,000 + benefits including PMI, life cover and bonuses
The role will involve the following:
Tailored Financial Planning Service (TFPS) – Be the centre point of the TFPS service.
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
Shadowing – Shadowing the Directors of the business in planning meetings. • Growth – This role could grow into either a paraplanning or financial planner role.
Planning Meetings – Pre Meeting – Arrange meetings, collect and prepare documentation for meetings (Client information, Agenda’s, Investment Report’s and Risk Review’s). Post Meeting – Utilise our streamlined reporting tool to confirm details to clients.
Technology – The TFPS is centred around the effective use of technology to streamline our processes.
Compliance – In all aspects work within our compliance structures to better client outcomes.
Communicate – Liaise with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.
Record – Collate, update and manage client data. Including managing CRM data and registers
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
For more information about the role and practice, please apply.
-
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.
-
Job Type: Sales Support
Location: Swindon
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Paraplanners
Location: Reigate
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
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.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
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 / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
Related Jobs
-
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 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 be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of 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 / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
-
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Job Title: Client Services Associate / IFA Administrator
Location: London, City
Salary: £28000 – £38000
Opportunity
Are you currently working within the wealth management industry, and looking for a fresh challenge with genuine growth and career development opportunities?
Would you relish the opportunity to support a thriving Adviser through responsibility for being the main point of contact for his client bank, and through harnessing the variation of client services, platform and portfolio work and IFA administration?
Are you looking for a company that will invest in you and help you progress?
If so then this role could be for you.
Company and Role:
Our client is a forward thinking, well established, boutique fianncial ploanning company who are based near holborn station in London. They are looking for a client services associate to join their team, and support an adviser with his client bank.
They have a fantastic growth plan, and so there will be genuine progression options into either advice, paraplanning or really harnessing a client services manager role.
Benefits include:
-
Hybrid working options – 2 days from home
-
Technically savvy and forward-thinking company
-
Full study support to gain your Diploma / enhance your technical skills
-
Full progression plan through to advice available
-
Salary up to £35,000 + benefits including PMI, life cover and bonuses
The role will involve the following:
Tailored Financial Planning Service (TFPS) – Be the centre point of the TFPS service.
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
Shadowing – Shadowing the Directors of the business in planning meetings. • Growth – This role could grow into either a paraplanning or financial planner role.
Planning Meetings – Pre Meeting – Arrange meetings, collect and prepare documentation for meetings (Client information, Agenda’s, Investment Report’s and Risk Review’s). Post Meeting – Utilise our streamlined reporting tool to confirm details to clients.
Technology – The TFPS is centred around the effective use of technology to streamline our processes.
Compliance – In all aspects work within our compliance structures to better client outcomes.
Communicate – Liaise with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.
Record – Collate, update and manage client data. Including managing CRM data and registers
Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
For more information about the role and practice, please apply.
-
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.
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 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 be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of 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 / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
-
Hybrid working options – 2 days from home
-
Technically savvy and forward-thinking company
-
Full study support to gain your Diploma / enhance your technical skills
-
Full progression plan through to advice available
-
Salary up to £35,000 + benefits including PMI, life cover and bonuses
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.
Job Type: Sales Support
Location: Swindon
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Brighton
Salary: £23,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
- Great location in Brighton
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Paraplanners
Location: Reigate
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 9 months ago
- Applications have closed
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