Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – up to £30,000
Job Type: Sales Support
Location: Surrey
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 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
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
-
Job Type: Paraplanners
Location: Leatherhead
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
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
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
IFA Administrator / Wealth Planning Administrator – up to £30,000
Job Type: Sales Support
Location: Surrey
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 months ago
- Applications have closed
Related Jobs
-
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.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
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.
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 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
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
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
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our Client is a well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
Job Type: Paraplanners
Location: Leatherhead
Client Services Associate / IFA Administrator
- Sales Support
- London
Posted 5 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
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
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
Job Type: Sales Support
Location: Cambridgeshire
-
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
-
Processing of new business
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply