IFA Administrator / Trainee Paraplanner

Overview

Based St Albans

Salary £27,000 -£32,000 depending upon experience

Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?

  • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
  • Are you stuck where you are and there isn’t the progression into paraplanning where you ?
  • 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 within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
  • There are 40 of them in the team and you will have full support and mentoring

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.

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  • Technical IFA Administrator  

    Job Type: IFA Administration

    Location: Hertfordshire

    IFA Administrator / Trainee Paraplanner

    Overview

    Based St Albans

    Salary £27,000 -£32,000 depending upon experience

    Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • Are you stuck where you are and there isn’t the progression into paraplanning where you ?
    • 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 within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
    • There are 40 of them in the team and you will have full support and mentoring

    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.

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    • Entry level role – Trainee Wealth Management/IFA Administrator

      Job Type: IFA Administration

      Location: Surrey

      Location: Reigate

      Salary: £25,000 – £28,000

      Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?

      Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.

      For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.

      Any transferable skills from working within any area of financial services would be desirable.

      Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.

      The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.

      Key attributes to be successful within the role:

      • Strong work ethic
      • strong customer services background
      • Thriving within a busy varied role
      • Can do attitude
      • Team player but also self-motivated and able to work on own initiative
      • Keen to learn and develop skills to ensure develop best competency within the role
      • Organisational and prioritisation skills
      • Strong attention to detail

      If this role sounds as though it aligns with your desire to have a career within Financial

      Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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    • IFA Administrator / Wealth Planning Administrator – Hybrid Working

      Job Type: IFA Administration

      Location: London

      Location: Wimbledon

      Salary: £25,000 – £35,000 Depending on experience

      If you are an IFA Administrator who loves to learn and is passionate about the wealth planning industry, then we have the perfect role for you.

      Our client is now looking for an IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service. Working in a friendly and supportive environment, where staff feel included and valued.

      Job Role:

      • Ensuring back-office systems are kept up to date, including the client portal
      • Filtering financial planners’ general information, queries, phone calls and invitations
      • Opening, scanning, logging and allocating incoming post
      • Completing timesheets and updating adviser dashboard
      • Support with business activities
      • Participating in internal meetings with aim of continuous improvement
      • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
      • Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)

      Personal Skills & Qualities

      • Microsoft Word, Excel, and electronic diary management
      • Knowledge of financial services products and basic compliance requirements
      • Trustworthy, reliable and takes pride in their work.
      • Good communicator (both verbal and written) with a pleasant telephone manner and numerate
      • Highly organised, methodical and disciplined
      • Self-motivated and takes personal responsibility for completing tasks
      • Understands importance of compliance and works within defined business processes
      • Adopts a positive attitude, willing to assist other team members even when busy
      • Able to work under pressure on occasion to meet deadlines
      • Assists other team members with enthusiasm, respect, and empathy
      • Able to work independently once training on specific tasks has been completed
      • Uses initiative appropriately without acting outside of role remit/crossing regulatory boundaries

      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.

      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.

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    • IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days

      Job Type: IFA Administration

      Location: Shropshire

      Location: Telford

      Salary: £26,000 – £35,000

      Are you looking for your next challenge within financial services?

      Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.

      The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.

      This role comes with many benefits including full exam support with clear progression path.

      Main Duties

      • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
      • Promote and support best working practices.
      • Deliver training to new employees as defined in the company’s Business processes.
      • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
      • policy documentation on completion.
      • Preparing client valuations – gathering details of client holdings and updating database accordingly.
      • Carry out research into possible solutions for clients.
      • Creating and maintaining client files and records.
      • Meet and greet Clients.
      • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
      • Maintain appropriate CPD.

      Personal Attributes

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Have an interest in financial markets.
      • Can work on your own initiative and as part of a team.
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Be a good “team player”.
      • Able to manage priorities/deadlines.
      • Have a methodical, ordered and structured approach to tasks.

      Experience / Qualifications

      • Be computer literate, competent with Word, Excel, Outlook, etc.
      • Be an experienced financial services administrator.
      • Excellent written and oral communication skills.
      • Excellent analytical and numerical skills.
      • Excellent time management, organisational and record keeping skills.
      • Ability to liaise in a professional and concise manner.
      • Have experience working within an independent wealth management or financial planning firm.
      • Comprehensive industry experience/knowledge – pensions, investments and
      • taxation etc.

      If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

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  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Sussex

    IFA Administrator / Trainee Paraplanner

    Overview

    Based St Albans

    Salary £27,000 -£32,000 depending upon experience

    Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • Are you stuck where you are and there isn’t the progression into paraplanning where you ?
    • 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 within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
    • There are 40 of them in the team and you will have full support and mentoring

    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.

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    • Administrator

      Job Type: IFA Administration

      Location: London

      Based City, London

      Salary £25,000-£30,000

      Hours 9am-5pm

      If you are an experienced Administrator who is now looking for a new challenge, then we have a role which may be suitable.

      Our Client is a wealth planning IFA with offices in the City located within a 5 minute walk of Liverpool Street.

      They are now looking for an experienced Administrator to join their team – no previous experience of wealth planning is required – the most important part of the role is superb attention to detail and fantastic organisational skills.

      You will be supporting the team in various ways

      * Organising their electronic files

      * Sending out information to Clients

      * Creating the meeting packs prior to clients coming into the office

      * Scanning of information, answering inbound calls.

      If you would like more information about the role, then please apply and then we can run through the role in more detail.

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    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Kent

      Based Tunbridge Wells

      Hours 9am-5pm – 25 x days holiday + BH
      Salary £25,000-£30,000

      Are you an experienced IFA Administrator who wants to work for a boutique ‘family feel’ IFA within a stable and supportive team?

      Is your salary now not reflecting your level of experience?

      Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?

      Would you like to work for a company who are committed to career development?

       

      If so, we have the opportunity for you…..

      The company and role:

      There are 12 within the company and are based in spacious offices near the town centre and train station.

      The role is very much based around supporting the team – booking in meetings, managing diaries, chasing providers, welcoming clients. If you want to get involved in a more technical admin role/junior paraplanner role in the future this would be supported, however is only if this was something of interest.

      Benefits

      They offer flexi-time – start time anywhere between 8am-10am
      Discretionary annual bonus
      25 x days holiday

      If you would like more information about the role or company, then please get in touch

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    • IFA Administrator / Trainee Paraplanner

      Job Type: IFA Administration

      Location: London

      Based in fantastic co-working offices in Hackney

      Salary £28,000 -£35,000 depending upon experience

      Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?

      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
      • Are you stuck where you are and there isn’t the progression into paraplanning where you?
      • Or have you been promised exams or study support, and this hasn’t materialised?
      • Or is your salary now not reflecting your technical admin experience?

      Would you like to work for a company who are committed to career development and are looking to progress through the business?

      If so, we have the opportunity for you…..

      • Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more technical experience to move into a paraplanning role
      • They are based in a fantastic office environment with a private office, based within a modern co-working workspace
      • The chance to grow and develop your career within this developing business – full exam support provided.

       

      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.

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  • IFA Administrator / Trainee Paraplanner

    Job Type: IFA Administration

    Location: London

    IFA Administrator / Trainee Paraplanner

    Overview

    Based St Albans

    Salary £27,000 -£32,000 depending upon experience

    Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • Are you stuck where you are and there isn’t the progression into paraplanning where you ?
    • 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 within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
    • There are 40 of them in the team and you will have full support and mentoring

    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.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator – Hybrid Working

      Job Type: IFA Administration

      Location: London

      Location: Wimbledon

      Salary: £25,000 – £35,000 Depending on experience

      If you are an IFA Administrator who loves to learn and is passionate about the wealth planning industry, then we have the perfect role for you.

      Our client is now looking for an IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service. Working in a friendly and supportive environment, where staff feel included and valued.

      Job Role:

      • Ensuring back-office systems are kept up to date, including the client portal
      • Filtering financial planners’ general information, queries, phone calls and invitations
      • Opening, scanning, logging and allocating incoming post
      • Completing timesheets and updating adviser dashboard
      • Support with business activities
      • Participating in internal meetings with aim of continuous improvement
      • Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
      • Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)

      Personal Skills & Qualities

      • Microsoft Word, Excel, and electronic diary management
      • Knowledge of financial services products and basic compliance requirements
      • Trustworthy, reliable and takes pride in their work.
      • Good communicator (both verbal and written) with a pleasant telephone manner and numerate
      • Highly organised, methodical and disciplined
      • Self-motivated and takes personal responsibility for completing tasks
      • Understands importance of compliance and works within defined business processes
      • Adopts a positive attitude, willing to assist other team members even when busy
      • Able to work under pressure on occasion to meet deadlines
      • Assists other team members with enthusiasm, respect, and empathy
      • Able to work independently once training on specific tasks has been completed
      • Uses initiative appropriately without acting outside of role remit/crossing regulatory boundaries

      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.

      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.

      Read More

    • Administrator

      Job Type: IFA Administration

      Location: London

      Based City, London

      Salary £25,000-£30,000

      Hours 9am-5pm

      If you are an experienced Administrator who is now looking for a new challenge, then we have a role which may be suitable.

      Our Client is a wealth planning IFA with offices in the City located within a 5 minute walk of Liverpool Street.

      They are now looking for an experienced Administrator to join their team – no previous experience of wealth planning is required – the most important part of the role is superb attention to detail and fantastic organisational skills.

      You will be supporting the team in various ways

      * Organising their electronic files

      * Sending out information to Clients

      * Creating the meeting packs prior to clients coming into the office

      * Scanning of information, answering inbound calls.

      If you would like more information about the role, then please apply and then we can run through the role in more detail.

      Read More

    • IFA Administrator / Wealth Planning Administrator – Hybrid

      Job Type: IFA Administration

      Location: Somerset

      Location: Bath

      Salary: £25,000 – £35,000 DoE          

      If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, then we may have the perfect job for you.

      Our client would develop and mentor you and provide exam support for you to be able to complete your Diploma.

      You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.

      Key Responsibilities:

      • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
      • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
      • Ensure all business transacted by the team is compliant.
      • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
      • Support new joiners through their probation and training programme.
      • Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
      • Ensure team comply with internal mandatory training programmes.

      Skills & Qualifications:

      • 2 years’ experience within a similar role in Financial Services / Wealth Planning.
      • Broad and current knowledge of financial services and financial planning.
      • Good people management skills.
      • Excellent interpersonal skills, both oral and written.
      • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
      • Detailed and accurate in every aspect of the role.
      • Good knowledge of Microsoft Office/IT skills.
      • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
      • Proactive and flexible in their approach to work and willing to go the extra mile.
      • Self-driven, results-oriented with a positive outlook.
      • A clear focus on delivering a high-quality operational process, as well as business profit.
      • Empathic communicator, able to see things from the other person’s point of view.
      • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

       

      If this roles sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837