This job listing has expired
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Job Type: Sales Support
Location: Castle Vale
Trainee IFA Administrator
Location – Castle Vale, Birmingham
Salary: £24,000 – £28,000
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Castle Vale, Birmingham 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 companyand 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.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Job Type: Paraplanners
Location: Northampton
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
-
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.
Job Type: Sales Support
Location: Leamington Spa
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
-
Job Type: Sales Support
Location: Castle Vale
Trainee IFA Administrator
Location – Castle Vale, Birmingham
Salary: £24,000 – £28,000
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Castle Vale, Birmingham 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 companyand 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.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
Job Type: Sales Support
Location: Castle Vale
Trainee IFA Administrator
Location – Castle Vale, Birmingham
Salary: £24,000 – £28,000
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Castle Vale, Birmingham 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 companyand 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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
-
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Job Type: Sales Support
Location: Wetherby
Paraplanner
Based Wetherby
Salary: £33,000 – £40,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flowmodelling?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
- They offer a structured career development and exam plan based around your
- goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- 4 days in the office, 1 x day working from home
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Enhanced company pension contribution and PMI (after qualifying period)
- 25 days holiday
So, if you are thinking you need a fresh start and to gain more technical experience and
a route through the business then please apply and then we can run through the role in
more detail.
Wealth Planning Administrator / Client Services Administrator
Job Type:
Location: Hook
Wealth Planning Administrator / Client Services Administrator
Based Hook, Hampshire
£25,000 – £30,000 depending on experience
Are you a Wealth Planning Administrator looking for your next role?
- Would you like to feel valued by working in a boutique wealth planning company instead of a corporate firm?
- Are you looking to work for a company that offers growth and support for career development with full exam support (if desired)?
- Or maybe you are currently working as a Pensions Administration and are looking to move into wealth planning?
If so, we can help
Company/Role Information:
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
- This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin and client services tasks including processing of new business in the Paraplanners absence, producing quotations, scheduling and managing adviser diaries and liaising with clients
Benefits:
- Full exam support to complete your diploma (if desired)
- Option to work from home on a Friday (depending on client meetings)
- 24 days holiday + BH – close over Xmas break
- 8.30am – 5pm / Part Time hours considered
Requirements:
- Minimum 1 year’s experience working as a Wealth Planning Administrator
- Excellent attention to detail
- 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.
Job Type: Paraplanners
Location: Northampton
IFA Administrator / Wealth Planning Administrator
- Hertfordshire
Posted 6 months ago - Applications have closed
This job listing has expired
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