Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Senior Paraplanner – Diploma Qualified
Job Type: Paraplanners
Location: Horsham
Senior Paraplanner – Diploma Qualified
Based: Horsham – Hybrid Working
Salary £38,000 – £50,000 depending upon experience
Are you a Senior Paraplanner who is now looking for their next challenge?
Would you like to work for one of the fastest growing IFAs in the South East?
Is your current role not technical enough and you would like more admin support?
Then we may have the opportunity for you….
Our client is an independent IFA with 4 offices who are expanding rapidly. Due to this
expansion, they are now looking for a Senior Paraplanner to join their team.
The Horsham office has over 10 staff – however the company has over 100 employees
spread over the 4 locations. Fully independent they have over £1.5 billion under
investment.
They have ambitious plans for the next phase of their growth and this is therefore a
fantastic opportunity for career development.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases
- You will be conducting full research, cash flow forecasting and report writing
- In the Horsham office, there are 5 in the client support team and 3 Advisers with
- Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working fromhome
- Full exam and study support for Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- To be considered for this role as a Senior Paraplanner you must have at least your Diploma with a minimum of 3 years experience in a paraplanning role working across range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
Job Type: Paraplanners
Location: Northampton
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Diploma Qualified
Job Type: Paraplanners
Location: Horsham
Senior Paraplanner – Diploma Qualified
Based: Horsham – Hybrid Working
Salary £38,000 – £50,000 depending upon experience
Are you a Senior Paraplanner who is now looking for their next challenge?
Would you like to work for one of the fastest growing IFAs in the South East?
Is your current role not technical enough and you would like more admin support?
Then we may have the opportunity for you….
Our client is an independent IFA with 4 offices who are expanding rapidly. Due to this
expansion, they are now looking for a Senior Paraplanner to join their team.
The Horsham office has over 10 staff – however the company has over 100 employees
spread over the 4 locations. Fully independent they have over £1.5 billion under
investment.
They have ambitious plans for the next phase of their growth and this is therefore a
fantastic opportunity for career development.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases
- You will be conducting full research, cash flow forecasting and report writing
- In the Horsham office, there are 5 in the client support team and 3 Advisers with
- Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working fromhome
- Full exam and study support for Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- To be considered for this role as a Senior Paraplanner you must have at least your Diploma with a minimum of 3 years experience in a paraplanning role working across range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
Related Jobs
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Senior Paraplanner – Diploma Qualified
Job Type: Paraplanners
Location: Horsham
Senior Paraplanner – Diploma Qualified
Based: Horsham – Hybrid Working
Salary £38,000 – £50,000 depending upon experience
Are you a Senior Paraplanner who is now looking for their next challenge?
Would you like to work for one of the fastest growing IFAs in the South East?
Is your current role not technical enough and you would like more admin support?
Then we may have the opportunity for you….
Our client is an independent IFA with 4 offices who are expanding rapidly. Due to this
expansion, they are now looking for a Senior Paraplanner to join their team.
The Horsham office has over 10 staff – however the company has over 100 employees
spread over the 4 locations. Fully independent they have over £1.5 billion under
investment.
They have ambitious plans for the next phase of their growth and this is therefore a
fantastic opportunity for career development.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases
- You will be conducting full research, cash flow forecasting and report writing
- In the Horsham office, there are 5 in the client support team and 3 Advisers with
- Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working fromhome
- Full exam and study support for Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- To be considered for this role as a Senior Paraplanner you must have at least your Diploma with a minimum of 3 years experience in a paraplanning role working across range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
Job Type: Paraplanners
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should
be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
There are 16 Advisers, and over 30 on the support side within the company
They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Prepare cash flow reports and presentations for client meetings.
Research and stay up to date on industry trends, products, and regulations.
Collaborate with financial advisors to implement and execute client strategies.
Further information:
Full time, office-based role
7.5hrs per day – flexibly anytime between 8am-6pm
DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
22 days holiday initially increasing to 25 days.
Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Senior Paraplanner – Diploma Qualified
Job Type: Paraplanners
Location: Horsham
Senior Paraplanner – Diploma Qualified
Based: Horsham – Hybrid Working
Salary £38,000 – £50,000 depending upon experience
Are you a Senior Paraplanner who is now looking for their next challenge?
Would you like to work for one of the fastest growing IFAs in the South East?
Is your current role not technical enough and you would like more admin support?
Then we may have the opportunity for you….
Our client is an independent IFA with 4 offices who are expanding rapidly. Due to this
expansion, they are now looking for a Senior Paraplanner to join their team.
The Horsham office has over 10 staff – however the company has over 100 employees
spread over the 4 locations. Fully independent they have over £1.5 billion under
investment.
They have ambitious plans for the next phase of their growth and this is therefore a
fantastic opportunity for career development.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases
- You will be conducting full research, cash flow forecasting and report writing
- In the Horsham office, there are 5 in the client support team and 3 Advisers with
- Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working fromhome
- Full exam and study support for Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- To be considered for this role as a Senior Paraplanner you must have at least your Diploma with a minimum of 3 years experience in a paraplanning role working across range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
Job Type: Paraplanners
Location: Northampton
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
Client Services Manager
- Sales Support
- West Sussex
Posted 5 months ago
- Applications have closed
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Is your current role not technical enough and you would like more admin support?
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Wealth Planning Administrator / Client Services Administrator
Job Type:
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Are you a Wealth Planning Administrator looking for your next role?
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- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
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Location: Chobham
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Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
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Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
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- Our client is an established independent IFA, based in Chobham
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So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
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Job Type: Paraplanners
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Are you a Senior Paraplanner who is now looking for their next challenge?
Would you like to work for one of the fastest growing IFAs in the South East?
Is your current role not technical enough and you would like more admin support?
Then we may have the opportunity for you….
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expansion, they are now looking for a Senior Paraplanner to join their team.
The Horsham office has over 10 staff – however the company has over 100 employees
spread over the 4 locations. Fully independent they have over £1.5 billion under
investment.
They have ambitious plans for the next phase of their growth and this is therefore a
fantastic opportunity for career development.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases
- You will be conducting full research, cash flow forecasting and report writing
- In the Horsham office, there are 5 in the client support team and 3 Advisers with
- Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working fromhome
- Full exam and study support for Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
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Job Type:
Location: Hook
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- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
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- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.