This job listing has expired
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
Related Jobs
-
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Practice Manager/IFA Admin Manager – Boutique Financial Planner.
Job Type: IFA Administration
Location: London
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Senior Mortgage Administrator / Team Manager – Hybrid Working
Job Type: IFA Administration
Location: London
Location: London – City
Salary: Negotiable depending on experience – up to £45,000
Are you a senior Mortgage Administrator who has experience in managing a team and thrives in this role? Are you looking for your next challenge and to work for a successful IFA with a thriving mortgage side? Do you enjoy the challenge of a variation of IFA administration as well as managing a team and workflow? If so, this could be the role for you.
Our client
Our client, based in London close to Cannon Street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection, and estate planning. It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships. They are an upbeat, social, dynamic team, who thrive on a job well done and helping each other reach their maximum potential. They have a successful wealth management side, and a thriving mortgage department, where this latest role has become available.
The role
The mortgage administration and support to the mortgage advisers is crucial, and the company are now looking for an experienced mortgage administrator to harness the role of working alongside the senior administrators in the admin department, and also managing the workflow of the other administrators within the department. The role will be varied but hugely rewarding and would suit anyone who thrives in a busy environment and would gain great satisfaction from developing workflow management and processes to help this busy mortgage department thrive. The role will involve all aspects of managing workflow and developing processes as well as conducting senior administrative tasks.
The practice boasts some great benefits such as a generous annual bonus scheme of up to 12% for all individuals, 23 days holiday, with the option to buy and sell more as well as the option for working from home twice per week. Above all the warm, and positive atmosphere and client-centric approach really shines through with this practice.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational, and record-keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience of mortgage administration within a financial planning firm.
- team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – mortgages and protection
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Investment Research Administrator / Fund Analyst
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience
Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?
Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?
Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?
Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?
If so, we may have the role for you…..
This is a fantastic opportunity for either an IFA Administrator or an Investment Administrator to gain more exposure to investment research.
Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update
Profile for the role
at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
A working knowledge of financial markets, investments and investment related administration
High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
Our client is looking for someone who has been working within their investment team and who is looking to gain more experience as an Investment Research Administrator
There are 13 of them in the team including a the IFA team
So, if you are thinking you need a fresh start then please apply and we can run through the role in more detail.
-
IFA Administrator – Generous Bonus Scheme and working from home 1xday per week.
Job Type: IFA Administration
Location: London
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you are?
- Or have you been promised exams or study support, and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 13 of them in the team including a research department so there is a great opportunity for you to have full support
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Brighton
Salary: £25,000 DoE
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
- Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.
Personal Attributes
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this 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.
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
Practice Manager/IFA Admin Manager – Boutique Financial Planner.
Job Type: IFA Administration
Location: London
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
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IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Senior Mortgage Administrator / Team Manager – Hybrid Working
Job Type: IFA Administration
Location: London
Location: London – City
Salary: Negotiable depending on experience – up to £45,000
Are you a senior Mortgage Administrator who has experience in managing a team and thrives in this role? Are you looking for your next challenge and to work for a successful IFA with a thriving mortgage side? Do you enjoy the challenge of a variation of IFA administration as well as managing a team and workflow? If so, this could be the role for you.
Our client
Our client, based in London close to Cannon Street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection, and estate planning. It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships. They are an upbeat, social, dynamic team, who thrive on a job well done and helping each other reach their maximum potential. They have a successful wealth management side, and a thriving mortgage department, where this latest role has become available.
The role
The mortgage administration and support to the mortgage advisers is crucial, and the company are now looking for an experienced mortgage administrator to harness the role of working alongside the senior administrators in the admin department, and also managing the workflow of the other administrators within the department. The role will be varied but hugely rewarding and would suit anyone who thrives in a busy environment and would gain great satisfaction from developing workflow management and processes to help this busy mortgage department thrive. The role will involve all aspects of managing workflow and developing processes as well as conducting senior administrative tasks.
The practice boasts some great benefits such as a generous annual bonus scheme of up to 12% for all individuals, 23 days holiday, with the option to buy and sell more as well as the option for working from home twice per week. Above all the warm, and positive atmosphere and client-centric approach really shines through with this practice.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational, and record-keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience of mortgage administration within a financial planning firm.
- team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – mortgages and protection
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Investment Research Administrator / Fund Analyst
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience
Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?
Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?
Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?
Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?
If so, we may have the role for you…..
This is a fantastic opportunity for either an IFA Administrator or an Investment Administrator to gain more exposure to investment research.
Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update
Profile for the role
at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
A working knowledge of financial markets, investments and investment related administration
High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
Our client is looking for someone who has been working within their investment team and who is looking to gain more experience as an Investment Research Administrator
There are 13 of them in the team including a the IFA team
So, if you are thinking you need a fresh start then please apply and we can run through the role in more detail.
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
Senior Mortgage Administrator / Team Manager – Hybrid Working
Job Type: IFA Administration
Location: London
Location: London – City
Salary: Negotiable depending on experience – up to £45,000
Are you a senior Mortgage Administrator who has experience in managing a team and thrives in this role? Are you looking for your next challenge and to work for a successful IFA with a thriving mortgage side? Do you enjoy the challenge of a variation of IFA administration as well as managing a team and workflow? If so, this could be the role for you.
Our client
Our client, based in London close to Cannon Street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection, and estate planning. It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships. They are an upbeat, social, dynamic team, who thrive on a job well done and helping each other reach their maximum potential. They have a successful wealth management side, and a thriving mortgage department, where this latest role has become available.
The role
The mortgage administration and support to the mortgage advisers is crucial, and the company are now looking for an experienced mortgage administrator to harness the role of working alongside the senior administrators in the admin department, and also managing the workflow of the other administrators within the department. The role will be varied but hugely rewarding and would suit anyone who thrives in a busy environment and would gain great satisfaction from developing workflow management and processes to help this busy mortgage department thrive. The role will involve all aspects of managing workflow and developing processes as well as conducting senior administrative tasks.
The practice boasts some great benefits such as a generous annual bonus scheme of up to 12% for all individuals, 23 days holiday, with the option to buy and sell more as well as the option for working from home twice per week. Above all the warm, and positive atmosphere and client-centric approach really shines through with this practice.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational, and record-keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience of mortgage administration within a financial planning firm.
- team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – mortgages and protection
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
Investment Research Administrator / Fund Analyst
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience
Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?
Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?
Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?
Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?
If so, we may have the role for you…..
This is a fantastic opportunity for either an IFA Administrator or an Investment Administrator to gain more exposure to investment research.
Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update
Profile for the role
at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
A working knowledge of financial markets, investments and investment related administration
High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
Our client is looking for someone who has been working within their investment team and who is looking to gain more experience as an Investment Research Administrator
There are 13 of them in the team including a the IFA team
So, if you are thinking you need a fresh start then please apply and we can run through the role in more detail.
IFA Administrator – Generous Bonus Scheme and working from home 1xday per week.
Job Type: IFA Administration
Location: London
IFA Administrator/Junior Paraplanner
- IFA Administration
- Surrey
Posted 3 months ago - Applications have closed
This job listing has expired
Related Jobs
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IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you are?
- Or have you been promised exams or study support, and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 13 of them in the team including a research department so there is a great opportunity for you to have full support
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Brighton
Salary: £25,000 DoE
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research
- Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges
- Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
- Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.
Personal Attributes
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you are?
- Or have you been promised exams or study support, and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 13 of them in the team including a research department so there is a great opportunity for you to have full support
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.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Brighton
Salary: £25,000 DoE
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.
Main Duties
- Provide high quality support to team
- Assist Advisers in the production and issuing of client advice, including liaison with
product providers and undertaking product research - Prepare and issue client reviews including obtaining product specific information, for
example switch fees and funds available and charges - Issue client advice, correspondence and enclosures
- Process all new business through to conclusion
- Maintain task schedules and tracker spreadsheets to monitor service standards
- Adhere to the FCA’s Conduct Rules
- Act with honesty and integrity in all dealings with clients and peers alike
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
- Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
- Assist the Management Team on any administrative or office-based tasks as deemed appropriate.
Personal Attributes
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this 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.