IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
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: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice, then please apply.
-
Job Type: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining 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: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
-
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
-
IFA Administrator/Wealth Management Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.
Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.
-
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
Related Jobs
-
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.
-
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: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice, then please apply.
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.
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: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice, then please apply.
Job Type: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
-
Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
Or have you been promised exams or study support and this hasn’t materialised?
-
Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining 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: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
-
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
Job Type: Sales Support
Location: West Midlands
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Do you feel frustrated in your current role as you are not getting the mentoring/training to
-
reach your next step in your career?
-
Are you stuck where you are and there isn’t the progression into paraplanning ?
-
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?
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
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The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
Job Type: Sales Support
Location: West Sussex
Job Title: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
Wealth Planning / IFA Administrator
Job Type: Sales Support
Location: West Midlands
Title: Wealth Planning / IFA Administrator
Based: Lickey, Birmingham outskirts
Salary – £23,000 – £26,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you.
Our client, a boutique independent wealth planning company with a team of 15, is looking
for a proactive administrator to join their team as their Client Review Administrator.
As an administrator, you will play an essential role in ensuring the smooth running of their
client review process, supporting 2 Advisers with 400 clients between them
Responsibilities:
- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system IO
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Minimum 6 months Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
- Working hours: 9am-5pm – office based
- Salary up to £26,000
- Bonus scheme available on completion of quality checks
- Additional bonus for each exam passed
For more information about the role and practice, please apply.
IFA Administrator/Wealth Management Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 2 months ago
- Applications have closed
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If this role sounds as though it aligns with your desire to have a career within Financial Services
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Are you a graduate or equivalent motivated to build a career in financial services?
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Job Type: Sales Support
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Are you a Pension Administrator or do you currently have some experience working within the
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wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
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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
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and may have other vacancies that will be more suited to your skill set.
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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.
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Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.