This job listing has expired
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Canford Cliffs
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
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 in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- 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
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers 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 a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator 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 – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Technical Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Guildford
Technical Administrator/ Junior Paraplanner
Based outskirts of Guildford – Hybrid working up to 4 days from home and flexible working hours
Salary: depending upon experience and qualifications
Diploma qualified or working towards would be desirable
- Are you currently an IFA Administrator, looking for that step into paraplanning?
- Or perhaps you are a Paraplanner currently, who is looking for a more technical role to help continue development?
- Do you want to work in an environment that appreciates a life/work balance?
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of Guildford. They work in a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- There is full flexibility on working a hybrid model – they just ask that employees come in on a Wednesday as this is the Paraplanner and Admin day together. They also have a company meeting on a Monday once a month too.
- For anyone keen to be in the office, although the option for 4 days from home is there, many choose to be in more, so the option for more time in the office is available if preferred
- They also offer flexible working with start times between 8am-10am
- Full admin support is also provided, to leave the paraplanners to focus on the technical support aspects
- Exam support and study support and the opportunity to progress into advising if this is of interest are all on offer as well
- 23 x days holiday + Bank Hols and discretionary bonuses
About the role:
Anyone with experience or exposure of paraplanning such as Bond Surrenders, High
risk products EIS/VCT/Structured Products would be highly desirable. Equally the
training and development here is fantastic, and you will be working closely with very
technical paraplanners, so the chance to learn and develop technical aspects is
there. They will also happily train and develop any senior administrator, who has
worked closely with paraplanners and has some exposure and understanding and is
looking for that step into a more technical role.
So, if the time is right to move roles into a family orientated Practice, then please apply and
we can run through the role and company in more detail.
-
Job Type: Sales Support
Location: Horsham
Trainee Financial Adviser
Location: Horsham
Salary: Up to £50,000
Are you a Diploma Qualified Paraplanner ready to take the next step in your career towards becoming a fully qualified Financial Adviser?
Or perhaps you’re an IFA Administrator with strong exposure to the annual review process, looking to grow into a client-facing role?
If your goal is to provide advice and develop long-lasting relationships with clients, this could be the perfect opportunity for you.
The Client
Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.
The Role
In this pivotal role, you’ll take full responsibility for the annual review process of an existing portfolio of clients. You’ll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups. With around three review meetings a day, this is a fantastic opportunity to gain significant client-facing experience.Our client is looking for a Paraplanner or Administrator who’s ready to move into a Financial Adviser position. You will receive full support for your CASS status and be mentored by the firm’s Director, who is renowned for providing exceptional training and guidance to aspiring advisers.
Why Apply?
- Progression: Clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
- Mentorship: Receive hands-on mentoring from the firm’s Director, a highly experienced adviser, who will help you refine your client-facing skills and advisory knowledge.
- No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on development without the pressure of client acquisition.
- Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
Also Enjoy 9-5 working hours with free parking
What We’re Looking For
- Diploma Qualified: You must hold a diploma and have a passion for providing excellent client service.
- Client-Facing Experience: You should be comfortable building rapport with clients and working independently to manage your day-to-day responsibilities.
- Proactive and Organised: Self-motivation and an ability to work on your own initiative are essential for this role.
Interested?
If you’re ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we’d love to hear from you.
Job Type: Sales Support
Location: Canford Cliffs
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
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.
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
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 in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- 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
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers 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 a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator 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 – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
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 in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- 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
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers 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 a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator 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 – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- West Midlands
Posted 8 months ago - Applications have closed
This job listing has expired
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