IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
-
Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely 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 flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
-
Job Type: Sales Support
Location: West Sussex
Job Title: Client Services Manager
Location- Shoreham on Sea
Salary – £35,000 – £46,000 depending upon experience.
Are you looking for your next role within a company who put their employee’s
progression and development at the top of their priority list?
Our client is a well-established independent IFA firm who is now looking for a
Client Services Manager to join their growing team.
As mentioned above the company really focuses on developing their employees’
skills, support is provided for CII exams including payment for study text & exam
and study leave.
The specific responsibilities of this role are as follows:
- Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email, or letter (as per client specification), as well as attending meetings with clients as required.
- Leads regular (minimum weekly) meetings to organise and prioritise team workload. Organises regular touch points during the week to ensure that activities
- and deliverables are carried out as planned and within deadlines.
- Some understanding of technical products and procedures, as well as law, with support of the Paraplanner(s).
- Works with the Adviser(s) and administrator(s) to ensure that client reports are generated from Intelligent Office/Genovo using the standard agreed templates; validating that investments/information is populated with the correct values and details and that mandatory sections of the document are completed as specified as well as personalised correctly with specific, current updates and detail.
- Supports the Adviser(s) and administrator(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
- Acts as main point of contact between providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients. This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc. Ensures that the client is kept informed on progress and is notified when transactions are completed.
- Ensures client and plan data is kept updated and correct in IO.
- Provides support for HoSS in defining and arranging the undertaking of organisational projects and initiatives.
- Health and Safety officer and Mental Health First Aider for their office and possibly one other.
Benefits / details of the role:
- Great location in Shoreham on Sea
- Good sized company with scope to grow and develop your career.
- Full study support and study leave to take exams.
- DIS
- Private medical insurance
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
-
Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely 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 flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely 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 flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
Job Type: Paraplanners
Location: Worcestershire
Junior Paraplanner
Based Redditch
Salary – £31,500 – £36,000 depending upon experience
Are you a Junior Paraplanner considering your next job move?
Have you been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
Are your technical skills not being utilised properly and your career is not developing to the
next level quick enough?
Are you unable to gain more technical experience as you are still spending so much time on admin tasks?
If so, we have a role which can develop you through the next step of your career:-
The role/company:
- Our client is an expanding Independent Financial Advisory firm with 16 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams
- You will gain a full range of exposure across the whole of the market – working collaboratively between the Advisers and the admin team
- Please note due to the location of our client you will need to be a car driver
So if you’ve been without the much needed exam support, you feel like you’re drowning in admin, and your career is not progressing the way you want… then please apply and we can run through the role in more detail.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Lincolnshire
Posted 5 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
-
Job Type: Sales Support
Location: West Sussex
Job Title: Client Services Manager
Location- Shoreham on Sea
Salary – £35,000 – £46,000 depending upon experience.
Are you looking for your next role within a company who put their employee’s
progression and development at the top of their priority list?
Our client is a well-established independent IFA firm who is now looking for a
Client Services Manager to join their growing team.
As mentioned above the company really focuses on developing their employees’
skills, support is provided for CII exams including payment for study text & exam
and study leave.
The specific responsibilities of this role are as follows:
- Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email, or letter (as per client specification), as well as attending meetings with clients as required.
- Leads regular (minimum weekly) meetings to organise and prioritise team workload. Organises regular touch points during the week to ensure that activities
- and deliverables are carried out as planned and within deadlines.
- Some understanding of technical products and procedures, as well as law, with support of the Paraplanner(s).
- Works with the Adviser(s) and administrator(s) to ensure that client reports are generated from Intelligent Office/Genovo using the standard agreed templates; validating that investments/information is populated with the correct values and details and that mandatory sections of the document are completed as specified as well as personalised correctly with specific, current updates and detail.
- Supports the Adviser(s) and administrator(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
- Acts as main point of contact between providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients. This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc. Ensures that the client is kept informed on progress and is notified when transactions are completed.
- Ensures client and plan data is kept updated and correct in IO.
- Provides support for HoSS in defining and arranging the undertaking of organisational projects and initiatives.
- Health and Safety officer and Mental Health First Aider for their office and possibly one other.
Benefits / details of the role:
- Great location in Shoreham on Sea
- Good sized company with scope to grow and develop your career.
- Full study support and study leave to take exams.
- DIS
- Private medical insurance
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Chobham
Technical IFA Administrator / Trainee Paraplanner
Location: Chobham
Hybrid working – 3 days per week in the office
Salary: £33,000 – £40,000 per annum
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move?
Do you have experience of report writing, however want to increase your technical skills and move into a Paraplanning position?
Would you like to have the option to progress into advising but just don’t have that available at your current practice?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Chobham
- The company is a boutique wealth planning company and you will be working with 3 x Advisers with two IFA Administrators to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be move through into paraplanning, then please apply for the role and we can run through in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Based St Albans
Salary £30,000 – £35,000 depending upon experience
Are you an IFA Administrator who is now looking for your next move?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Would you like to work in a bigger team with the opportunity for career progression?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your current admin experience?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more experience
- There are 40 of them in the team and you will have full support and
- mentoring.
- There is a clear career path, with exam and study support to complete your Diploma (if desired)
- 25 days holiday + BH + Bday off
- Employee Wellness programme
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.
Job Type: Sales Support
Location: West Sussex
Job Title: Client Services Manager
Location- Shoreham on Sea
Salary – £35,000 – £46,000 depending upon experience.
Are you looking for your next role within a company who put their employee’s
progression and development at the top of their priority list?
Our client is a well-established independent IFA firm who is now looking for a
Client Services Manager to join their growing team.
As mentioned above the company really focuses on developing their employees’
skills, support is provided for CII exams including payment for study text & exam
and study leave.
The specific responsibilities of this role are as follows:
- Acts as key point of contact for clients; organising and dealing with correspondence via telephone, email, or letter (as per client specification), as well as attending meetings with clients as required.
- Leads regular (minimum weekly) meetings to organise and prioritise team workload. Organises regular touch points during the week to ensure that activities
- and deliverables are carried out as planned and within deadlines.
- Some understanding of technical products and procedures, as well as law, with support of the Paraplanner(s).
- Works with the Adviser(s) and administrator(s) to ensure that client reports are generated from Intelligent Office/Genovo using the standard agreed templates; validating that investments/information is populated with the correct values and details and that mandatory sections of the document are completed as specified as well as personalised correctly with specific, current updates and detail.
- Supports the Adviser(s) and administrator(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis etc.
- Acts as main point of contact between providers and Adviser(s) in the transfer, set up and administration of investments and policies on behalf of clients. This includes dealing with letters of authority, processing new applications, following up with ongoing transactions, resolving issues etc. Ensures that the client is kept informed on progress and is notified when transactions are completed.
- Ensures client and plan data is kept updated and correct in IO.
- Provides support for HoSS in defining and arranging the undertaking of organisational projects and initiatives.
- Health and Safety officer and Mental Health First Aider for their office and possibly one other.
Benefits / details of the role:
- Great location in Shoreham on Sea
- Good sized company with scope to grow and develop your career.
- Full study support and study leave to take exams.
- DIS
- Private medical insurance
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.