This job listing has expired
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
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.
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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: Sherborne
Wealth Planning Administrator
Based Sherborne
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
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.
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
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.
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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: Sherborne
Wealth Planning Administrator
Based Sherborne
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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: Sherborne
Wealth Planning Administrator
Based Sherborne
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
IFA Admin/Wealth Planning Administrator
Bourne End – Buckinghamshire
Salary: up to £35,000 DOE
Are you an experienced IFA/Wealth planning Administrator looking for your next challenge within a boutique independent wealth planning practice?
Our client is looking for an Administrator to join their business, and build experience to provide first-class support to our growing client bank.
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
Desirable experience would include anyone with around 2 years’ experience within a wealth planning/IFA Administration role.
Any previous use or understanding of IO
Benefits:
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £35,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator
- Sales Support
- West Sussex
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also 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.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 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.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other 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%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.