This job listing has expired
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
Related Jobs
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
-
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: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve 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?
If so, we have the opportunity for you…..
The company and role:
- Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
Further information
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
-
Job Type: Sales Support
Location: Shaftesbury
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
Location: Reigate
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
-
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: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve 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?
If so, we have the opportunity for you…..
The company and role:
- Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
Further information
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
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: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve 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?
If so, we have the opportunity for you…..
The company and role:
- Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- 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.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
Further information
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
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.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
Job Type: Sales Support
Location: Shaftesbury
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 10 months ago - Applications have closed
This job listing has expired
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