IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Senior IFA Administrator/Client services Administrator.
Leighton Buzzard
Salary up to £35000 depending on experience.
Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:
- 2 Advisers/Business Owners
- 1 Operations Director
- 2 Full time and 2 Part Time Qualified Paraplanners
- 2 Full Time Administrators
- 1 Full Time Project Analyst
- 1 Part Time bookkeeper
They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:
- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
- Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
- Hybrid working is available, based on three days office based and two days working from home.
- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications
The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.
Key responsibilities / accountabilities:
- Processing of pension, investment and protection business.
- Preparation of valuations and compliance paperwork required for client reviews.
- Preparation of Annual Review packs and non-advice related follow up with clients.
- Dealing with client queries.
- Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
- Working as part of a team and assisting other team members where necessary.
- Preparation of documentation.
- Production of illustrations and cost comparisons.
Key Experience
- Ideally 3 plus years’ experience in a financial planning support role
If you think this role matches your experience and could be of interest, then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospectsn and a high level of compensation, please email your CV with a covering letter now.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Admin role (experience from other areas of financial services considered)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Senior IFA Administrator/Client services Administrator.
Leighton Buzzard
Salary up to £35000 depending on experience.
Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:
- 2 Advisers/Business Owners
- 1 Operations Director
- 2 Full time and 2 Part Time Qualified Paraplanners
- 2 Full Time Administrators
- 1 Full Time Project Analyst
- 1 Part Time bookkeeper
They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:
- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
- Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
- Hybrid working is available, based on three days office based and two days working from home.
- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications
The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.
Key responsibilities / accountabilities:
- Processing of pension, investment and protection business.
- Preparation of valuations and compliance paperwork required for client reviews.
- Preparation of Annual Review packs and non-advice related follow up with clients.
- Dealing with client queries.
- Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
- Working as part of a team and assisting other team members where necessary.
- Preparation of documentation.
- Production of illustrations and cost comparisons.
Key Experience
- Ideally 3 plus years’ experience in a financial planning support role
If you think this role matches your experience and could be of interest, then please apply.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services/Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted.
If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Senior IFA Administrator/Client services Administrator.
Leighton Buzzard
Salary up to £35000 depending on experience.
Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:
- 2 Advisers/Business Owners
- 1 Operations Director
- 2 Full time and 2 Part Time Qualified Paraplanners
- 2 Full Time Administrators
- 1 Full Time Project Analyst
- 1 Part Time bookkeeper
They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:
- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
- Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
- Hybrid working is available, based on three days office based and two days working from home.
- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications
The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.
Key responsibilities / accountabilities:
- Processing of pension, investment and protection business.
- Preparation of valuations and compliance paperwork required for client reviews.
- Preparation of Annual Review packs and non-advice related follow up with clients.
- Dealing with client queries.
- Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
- Working as part of a team and assisting other team members where necessary.
- Preparation of documentation.
- Production of illustrations and cost comparisons.
Key Experience
- Ideally 3 plus years’ experience in a financial planning support role
If you think this role matches your experience and could be of interest, then please apply.