IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- 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 with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- 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 Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing
Salary: £25,000 – £28,000
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 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 Worthing 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.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication 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.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
-
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.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- 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 with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- 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 Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing
Salary: £25,000 – £28,000
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 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 Worthing 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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- 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 with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- 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 Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
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.
Job Type: Sales Support
Location: West Sussex
-
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.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
Related Jobs
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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.
-
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication 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.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
Job Type: Paraplanners
Location: Reigate
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication 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.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Senior Financial Services Administrator
Job Type: Sales Support
Location: London
Senior Financial Services Administrator
Location: City of London
Salary: £32,000 – £36,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: East Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Berkshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
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.
-
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
-
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: Cambridgeshire
-
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
-
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
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
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.