This job listing has expired
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Northampton
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Job Type: Sales Support
Location: Sherborne
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working 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?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and 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.
They have expanded rapidly in the last few years, however 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.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Northampton
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.
Job Type: Sales Support
Location: Sherborne
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator/Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working 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?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and 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.
They have expanded rapidly in the last few years, however 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.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
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?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
Financial Services Administrator
Job Type: Sales Support
Location: London
Financial Services Administrator
Location: City of London
Salary: £28,000 – £32,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working 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?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice with experience of processing new business
- You will have experience of the administration of IHT and / or Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this
If you are ready for a change to an expanding SJP practice in the City, then please apply
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and 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.
They have expanded rapidly in the last few years, however 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.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.