IFA Administrator / Wealth Planning Administrator

  • IFA Administration
  • Sussex
  • Posted 5 months ago

Overview

Location: Brighton

Salary: £25,000 DoE

Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

Main Duties

  • Provide high quality support to team
  • Assist Advisers in the production and issuing of client advice, including liaison with
    product providers and undertaking product research
  • Prepare and issue client reviews including obtaining product specific information, for
    example switch fees and funds available and charges
  • Issue client advice, correspondence and enclosures
  • Process all new business through to conclusion
  • Maintain task schedules and tracker spreadsheets to monitor service standards
  • Adhere to the FCA’s Conduct Rules
  • Act with honesty and integrity in all dealings with clients and peers alike
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
  • Ensure registers and logs are kept up to date and reviewed on a regular basis.
  • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
  • Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
  • Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

Personal Attributes

  • Strong work ethic
  • Good telephone manner
  • Experience of dealing with customers both written and verbally
  • 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 roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

 

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    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Sussex
    • Posted 5 months ago

    Overview

    Location: Brighton

    Salary: £25,000 DoE

    Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

    Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

    Main Duties

    • Provide high quality support to team
    • Assist Advisers in the production and issuing of client advice, including liaison with
      product providers and undertaking product research
    • Prepare and issue client reviews including obtaining product specific information, for
      example switch fees and funds available and charges
    • Issue client advice, correspondence and enclosures
    • Process all new business through to conclusion
    • Maintain task schedules and tracker spreadsheets to monitor service standards
    • Adhere to the FCA’s Conduct Rules
    • Act with honesty and integrity in all dealings with clients and peers alike
    • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
    • Ensure registers and logs are kept up to date and reviewed on a regular basis.
    • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
    • Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
    • Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

    Personal Attributes

    • Strong work ethic
    • Good telephone manner
    • Experience of dealing with customers both written and verbally
    • 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 roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

     

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      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
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      Experience / Qualifications

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    Job Type: IFA Administration

    Location: London

    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Sussex
    • Posted 5 months ago

    Overview

    Location: Brighton

    Salary: £25,000 DoE

    Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

    Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

    Main Duties

    • Provide high quality support to team
    • Assist Advisers in the production and issuing of client advice, including liaison with
      product providers and undertaking product research
    • Prepare and issue client reviews including obtaining product specific information, for
      example switch fees and funds available and charges
    • Issue client advice, correspondence and enclosures
    • Process all new business through to conclusion
    • Maintain task schedules and tracker spreadsheets to monitor service standards
    • Adhere to the FCA’s Conduct Rules
    • Act with honesty and integrity in all dealings with clients and peers alike
    • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
    • Ensure registers and logs are kept up to date and reviewed on a regular basis.
    • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
    • Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
    • Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

    Personal Attributes

    • Strong work ethic
    • Good telephone manner
    • Experience of dealing with customers both written and verbally
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    • Strong attention to detail.

    If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      • Uses initiative appropriately without acting outside of role remit/crossing regulatory boundaries

      If this role sounds as though it aligns with your desire to have a career that comes with

      fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Location: Horsham
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      Are you looking for your next challenge within financial services / wealth planning?

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      Experience:
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      • Any experience within financial services background, such as pensions, mortgages administration or working within a provider is essential

      Key attributes to be successful within the role:
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      • Strong attention to detail.

      If this roles 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.

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      Our client

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      The role

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      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.
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      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.

      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.

       

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    Job Type: IFA Administration

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    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Sussex
    • Posted 5 months ago

    Overview

    Location: Brighton

    Salary: £25,000 DoE

    Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.

    Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

    Main Duties

    • Provide high quality support to team
    • Assist Advisers in the production and issuing of client advice, including liaison with
      product providers and undertaking product research
    • Prepare and issue client reviews including obtaining product specific information, for
      example switch fees and funds available and charges
    • Issue client advice, correspondence and enclosures
    • Process all new business through to conclusion
    • Maintain task schedules and tracker spreadsheets to monitor service standards
    • Adhere to the FCA’s Conduct Rules
    • Act with honesty and integrity in all dealings with clients and peers alike
    • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
    • Ensure registers and logs are kept up to date and reviewed on a regular basis.
    • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
    • Communicate with colleagues on compliance matters as they arise and highlighting any areas of specific interest.
    • Assist the Management Team on any administrative or office-based tasks as deemed appropriate.

    Personal Attributes

    • Strong work ethic
    • Good telephone manner
    • Experience of dealing with customers both written and verbally
    • 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 roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

     

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      Job Type: IFA Administration

      Location: Surrey

      Location: Reigate

      Salary: £25,000 – £28,000

      Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?

      Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.

      For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.

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      Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.

      The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.

      Key attributes to be successful within the role:

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      • 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.

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    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Sussex

      Location: Horsham
      Salary: £25,000-£32,000

      Are you looking for your next challenge within financial services / wealth planning?

      Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their busy fast paced practice. The role involves handling all aspects of administration and client servicing for pensions, protection and investments, and also working very closely with the paraplanners within the business. The administration team is currently made up of four people, and the new recruit would work closely within this hub working alongside the other administrators, gaining full training and mentoring where needed.
      The role is based in Horsham with ample free off-street parking close by or a short walk from the station.

      Experience:
      • Experience within IFA administration is preferred but not essential.
      • Any experience within financial services background, such as pensions, mortgages administration or working within a provider is essential

      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 roles 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.

      Read More

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837