IFA Administrator / Trainee Paraplanner

Overview

Technical IFA Administrator / Trainee Paraplanner

Based Gloucester

Hours 9am-5pm

Salary up to £35,000 depending upon experience

Are you a technical IFA Administrator who wants to progress your technical skills?

  • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
  • 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 – through to advice if desired?

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

The company and role

Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.

You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.

This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.

After the initial training period then there is the possibility of hybrid working.

So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.

Related Jobs

  • Paraplanner – Full or Part Qualified

    Job Type: Sales Support

    Location: West Midlands

    IFA Administrator / Trainee Paraplanner

    Overview

    Technical IFA Administrator / Trainee Paraplanner

    Based Gloucester

    Hours 9am-5pm

    Salary up to £35,000 depending upon experience

    Are you a technical IFA Administrator who wants to progress your technical skills?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • 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 – through to advice if desired?

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

    The company and role

    Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.

    You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.

    This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.

    After the initial training period then there is the possibility of hybrid working.

    So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.

    Related Jobs

    • IFA Administrator

      Job Type: Sales Support

      Location: Cambridgeshire

      IFA Administrator / Wealth Planning Administrator
      Cambridge, Cambridgeshire
      Salary up to £32,500 + bonus
      Are you an experienced IFA Administrator who’s looking for hybrid working?
      Would you like to work for a company that offers exceptional benefits, including 30 days
      holiday + bank holidays + an additional day for wellness and your birthday off?
      If so, then we have the role for you…
      The role/company
       
      Our client is a wholly independent wealth planning company based in Cambridge.
      They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
      Key responsibilities of the role:-
      • Organising the Advisers diary
      • Managing the Advisers inbox
      • Planning ahead and getting everything ready for their client meetings
      • Working closely with the Advisers to ensure clients are offered exceptional care
      • Contacting existing clients to organize their annual reviews and booking into the Advisers diary
      • Processing of new business
      Who this role would suit….
      • This would suit someone who is able to work in a whole of the market, busy environment.
      • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
      Additional information
      Hybrid working; 2 days working from home
      Salary up to £32,500 depending on experience
      Pension – Up to 5% matched employer contribution
      Holiday – 30 days + BH + wellness day + birthday off
      If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.

      Read More

    • Paraplanner – SJP – Part or Fully qualified

      Job Type: Paraplanners

      Location: Swindon Outskirts

      Paraplanner – SJP experience – Part or Fully qualified

      Location: Swindon Outskirts

      Salary: £25,000 – £30,000 depending upon experience

      Hours: Full time

      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?

      Or maybe you are currently working in an IFA but are looking to transition to SJP

      If so, then we may have the opportunity for you…

      The role/Company:

      • This SJP practice is based on the outskirts of Swindon 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 have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports

      As a Paraplanner:

      • You will need previous experience within an SJP practice or IFA
      • You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
      • You may have taken some professional qualifications already 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.

      Read More

    • Trainee IFA Administrator

      Job Type: Sales Support

      Location: West Sussex

      Trainee IFA Administrator
      Location – Horsham
      Salary: up to £30,000 depending upon experience

      Are you a Pension Administrator or do you currently have some experience working within the
      financial services sector, and you are now looking for your next challenge and have considered
      wealth planning?

      For this role – Any transferable skills from working within pensions or any other area of financial
      services such as Pensions/investments/banking etc would be desirable.
      Full training can be provided and so this is a fantastic opportunity for anyone looking to
      transition their skills across to a wealth planning environment
      Due to continued expansion and growth, our client, a well-established wealth planning practice
      based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
      join their friendly and supportive team.
      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
      option for anyone with a transferable skill set within financial services to build and grow their
      skills and become proficient in all aspects of IFA administration and client services.
      The role offers the opportunity to work within an established financial services company and
      receive full training and development through a structured development programme.

      Key attributes to be successful within the role:
      · Strong work ethic
      · Thriving within a busy varied role
      · Can do attitude
      · Team player but also self-motivated and able to work on own initiative
      · Keen to learn and develop skills to ensure develop best competency within the role
      · Organisational and prioritisation skills
      · Strong attention to detail.

      If this role sounds as though it aligns with your desire to have a career within Financial Services
      / Wealth Planning that comes with fantastic ongoing career development prospects and a high
      level of compensation, please email your CV with a covering letter now.
      Please note that due to the high level of response; only shortlisted candidates will be
      contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
      and may have other vacancies that will be more suited to your skill set.

      Read More

    Read More

  • Trainee Paraplanner / Junior Paraplanner

    Job Type: Paraplanners

    Location: East Sussex

    IFA Administrator / Trainee Paraplanner

    Overview

    Technical IFA Administrator / Trainee Paraplanner

    Based Gloucester

    Hours 9am-5pm

    Salary up to £35,000 depending upon experience

    Are you a technical IFA Administrator who wants to progress your technical skills?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • 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 – through to advice if desired?

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

    The company and role

    Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.

    You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.

    This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.

    After the initial training period then there is the possibility of hybrid working.

    So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.

    Related Jobs

    • Trainee Paraplanner

      Job Type: Paraplanners

      Location: West Sussex

      Trainee Paraplanner
      Based Horsham
      Salary c. £27,000
      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?
      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 has gained strong technical admin skills
      • The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
      • Our client is based in a convenient location based near Horsham Train Station
      • Full exam and study support.
      • Hours 9am – 5pm
      So, if you are thinking you need a fresh start and to gain more technical experience and a route

      Read More

    • Senior Paraplanner – Chartered

      Job Type: Paraplanners

      Location: Cambridgeshire

      Senior Paraplanner – Chartered
      Cambridge outskirts
      £45,000 – £55,000 depending upon experience
      Hybrid Working – 30 x days holiday + BH

      Are you an experienced Paraplanner who is now considering your next move?

      • Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
      • Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
      • Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?

      If so, we can help…

      Company/Role Information

      • Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
      • Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
      • You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
      • 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 whocan offer their technical expertise.
      • Hybrid working – 3 days in the office.
      • Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off

      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.

      Read More

    • Financial Services Administrator

      Job Type: Sales Support

      Location: London

      Financial Services Administrator

      Location: City of London

      Salary: £28,000 – £32,000 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?

      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 while maintaining an excellent level of customer service to clients of 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 / or Investment products
      • You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this

      If you are ready for a change to an expanding SJP practice in the City, then please apply

      Read More

    Read More

  • IFA Administrator / Wealth Planning Administrator

    Job Type: Sales Support

    Location: Berkshire

    IFA Administrator / Trainee Paraplanner

    Overview

    Technical IFA Administrator / Trainee Paraplanner

    Based Gloucester

    Hours 9am-5pm

    Salary up to £35,000 depending upon experience

    Are you a technical IFA Administrator who wants to progress your technical skills?

    • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
    • 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 – through to advice if desired?

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

    The company and role

    Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.

    You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.

    This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.

    After the initial training period then there is the possibility of hybrid working.

    So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.

    Related Jobs

    • Paraplanner – SJP experience – Part or Fully qualified

      Job Type: Paraplanners

      Location: London

      Paraplanner – SJP experience – Part or Fully qualified

      Location: City of London

      Salary: £32,000 – £40,000 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?

      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 have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports

      As a Paraplanner:

      • You will need previous experience within an SJP practice
      • You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
      • You may have taken some professional qualifications already 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 in the City, then please apply.

      Read More

    • Wealth Planning Adminsitrator

      Job Type: Sales Support

      Location: Swindon

      Financial Services Administrator

      Location: Swindon outskirts

      Salary: £22,000 – £26,000 depending upon experience

      Hours: Full time, office based

      Are working for a smaller SJP practice i 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?

      Or maybe you have IFA experience and looking to transition to SJP?

      If so, then we may have the opportunity for you…

      The role/Company:

      • This SJP practice is based on the outskirts of Swindon and has over 21 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 to the team
      • 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 (or IFA) 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, then please apply.

      Read More

    • IFA Administrator / Junior Paraplanner

      Job Type: Sales Support

      Location: West Sussex

      IFA Administrator / Junior Paraplanner

      Based Burgess Hill

      Salary – £26,000 – £35,000 depending upon experience

      Are you a Technical IFA Administrator / Junior Paraplanner?

      • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
      • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
      • Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
      • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?

      If so, we have a role which can develop you through the next step of your career:

      • They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
      • You will be provided with full study support and exams
      • Superb range of benefits including private medical insurance, 5% pension contributions
      • Reduced working hours of 9am-1pm on Friday (subject to workloads)
      • Up to 25 x days holiday + BH
      • Modern offices with onsite gym, garden, parking and breakout areas

      If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.

      Read More

    Read More

Contact us

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