IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Wetherby
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Kent
Paraplanner
Location: Canterbury
Salary: £33,000 – £37,500
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information:
-
Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
-
The company is a boutique wealth planning company and you will be working closely with the Advisers
-
This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
-
Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 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 getting 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 ?
-
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 are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
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.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job Title: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled 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.
- 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 experienced administrator to join their existing mortgage and protection brokerage firm.
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 role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. 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 mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
Job Type: Paraplanners
Location: Reigate
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Wetherby
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Kent
Paraplanner
Location: Canterbury
Salary: £33,000 – £37,500
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research across the whole of the market, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information:
-
Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
-
The company is a boutique wealth planning company and you will be working closely with the Advisers
-
This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
-
Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 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 getting 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 ?
-
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 are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Kent
-
Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
-
The company is a boutique wealth planning company and you will be working closely with the Advisers
-
This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
-
Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
Job Type: Sales Support
Location: West Midlands
-
Do you feel frustrated in your current role as you are not getting 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 ?
-
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?
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
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.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Job Type: Sales Support
Location: London
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
-
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.
-
Have experience working within an independent wealth management or financial planning firm.
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
IFA Administrator
- Sales Support
- East Sussex
Posted 3 months ago
- Applications have closed
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