IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
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: Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
Provide high quality support to team
Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
Issue client advice, correspondence and enclosures
Process all new business through to conclusion
Maintain task schedules and tracker spreadsheets to monitor service standards
Adhere to the FCA’s Conduct Rules
Act with honesty and integrity in all dealings with clients and peers alike
Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
Great location in Brighton
Good sized company with scope to grow and develop your career
Full study support and study leave to take exams
DIS
Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing, West Sussex
Salary Range: £24,000 to £26,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions 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 Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
-
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.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 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: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
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 their 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 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
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:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
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.
-
Job Type: Sales Support
Location: Wiltshire
Technical IFA Administrator
Based Bradford on Avon
Salary £25,000-£30,000
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- 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…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration role and who is looking to gain more technical experience.
There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.
Your day-to day role will be processing of all new business using the relevant platforms and managing the portfolios, allocations and calculations.
This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Job Title: Paraplanner – Part qualified considered
Location – Outskirts Kingswood
Salary £33,000 – £40,000
Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.
You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:
- Investment Planning and Financial Management
- Pension Planning pre and post retirement
- Trusts and IHT Estate Planning
The role would be based at their office in Solihull and entail:
- Supporting 2 Advisers who have about 200 clients between them
- You will be collaboratively working with the Advisers to recommend financial solutions for their clients
- Full admin support, so you can concentrate on paraplanning
- They are fully independent, so you will be working across multiple platforms and providers
- Located on the outskirts of Kingswood – car drive essential
- Salary – up to £40,000 depending upon qualifications & experience
- Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH
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.
Job Type: Paraplanners
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
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: Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
Provide high quality support to team
Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
Issue client advice, correspondence and enclosures
Process all new business through to conclusion
Maintain task schedules and tracker spreadsheets to monitor service standards
Adhere to the FCA’s Conduct Rules
Act with honesty and integrity in all dealings with clients and peers alike
Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
Great location in Brighton
Good sized company with scope to grow and develop your career
Full study support and study leave to take exams
DIS
Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow, London
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: Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
Provide high quality support to team
Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
Issue client advice, correspondence and enclosures
Process all new business through to conclusion
Maintain task schedules and tracker spreadsheets to monitor service standards
Adhere to the FCA’s Conduct Rules
Act with honesty and integrity in all dealings with clients and peers alike
Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
Ensure registers and logs are kept up to date and reviewed on a regular basis.
Benefits / details of the role
Great location in Brighton
Good sized company with scope to grow and develop your career
Full study support and study leave to take exams
DIS
Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing, West Sussex
Salary Range: £24,000 to £26,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions 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 Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Hailsham
Salary: £24,000 – £28,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company
Our client is a well established wealth planning company who are based in a High Street location.
This is a boutique practice with 16 in the team with 6 Advisers where you will be processing new business, chasing providers, liaising with clients and organising the Advisers!
As the company is expanding there is scope for fantastic career progression and there is full exam and support (if desired).
Please note this is an office based role.
Benefits / details of the role
- 30 x days holiday plus bank holidays
- Scope to grow and develop your career
- Full study support and study leave to take exams
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing, West Sussex
Salary Range: £24,000 to £26,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions 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 Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
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.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 8 months ago
- Applications have closed
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