IFA Administrator/Wealth Planning Administrator

Overview

Job title: IFA Administrator / Wealth Planning Administrator

Location: Brighton

Salary: £23,000 – £28,000 depending upon experience

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.

Benefits / details of the role

  • Great location in Brighton
  • Good sized company with scope to grow and develop your career
  • Full study support and study leave to take exams
  • DIS
  • Private medical insurance

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

    Overview

    Job title: IFA Administrator / Wealth Planning Administrator

    Location: Brighton

    Salary: £23,000 – £28,000 depending upon experience

    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.

    Benefits / details of the role

    • Great location in Brighton
    • Good sized company with scope to grow and develop your career
    • Full study support and study leave to take exams
    • DIS
    • Private medical insurance

    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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      Location: Andover– with up to 2 days working from home

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      Salary: Up to £32000 DOE plus bonuses

       

      Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?

      Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?

      Would you thrive working alongside a senior paraplanner, receiving hands on training and

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      You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.

      • A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
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      • Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
      • The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
      • Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
      • core working hours of 9 to 5.
      • The company also offer 25 days holiday and a discretionary bonus scheme.

       

      About You: The ideal candidate will have:

      • Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
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      • Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.

       

      If this role sounds like the next step for your career then please get in touch.

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      Are you a graduate or equivalent motivated to build a career in financial services?

      Would you thrive in an environment that can offer clear progression structure and is goal orientated?

      Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.

      This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.

      The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.

      Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,

      If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.

      Other Benefits of the role:

      • A bonus of up to 12% of annual salary
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      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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      Title: Wealth Planning / IFA Administrator –

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      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.

      Responsibilities:

      • Actively participate in the client annual review process
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      • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
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      Requirements:

      • Proven experience in a Wealth Planning / IFA Administrator role
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
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      Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.

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  • Practice Operations Manager – Wealth Planning

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    IFA Administrator/Wealth Planning Administrator

    Overview

    Job title: IFA Administrator / Wealth Planning Administrator

    Location: Brighton

    Salary: £23,000 – £28,000 depending upon experience

    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.

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    • 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
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    • Adhere to the FCA’s Conduct Rules
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    • Great location in Brighton
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    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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      Key responsibilities of the role:-
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      • This would suit someone who is able to work in a whole of the market, busy environment.
      • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
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      Hybrid working; 2 days working from home
      Salary up to £32,500 depending on experience
      Pension – Up to 5% matched employer contribution
      Holiday – 30 days + BH + wellness day + birthday off
      If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.

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    • IFA Administrator/Client services representative

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      Job Title: IFA Administrator/Client services representative
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      Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

      Are you an IFA Administrator looking for your next challenge?

      Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
      Would you relish the opportunity for genuine career progression options within a supportive structured environment.

      We have just the role 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. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
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      Benefits include :
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      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%
      This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
      Other Benefits include various team incentives and social events.
      Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
      Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
      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.

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    • IFA Administrator / Wealth Planning Administrator

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      IFA Administrator / Wealth Planning Administrator

      Location: Cobham

      Salary: Up to £35,000

       

      Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?

      We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.

      About the Company:

      Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.

      Key Responsibilities:

      • Processing new business and handling client documentation
      • Managing the Advisers’ inbox and keeping everything running smoothly
      • Proactively preparing for client meetings, ensuring all materials and reports are ready
      • Coordinating with Advisers to provide outstanding service to clients
      • Organising annual reviews for clients and scheduling these into the Advisers’ diaries

      Why Join This Team?

      • Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
      • Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
      • Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
      • Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.

      Additional Benefits:

      • Competitive salary up to £35,000 plus exceptional bonuses
      • Hours: 9am – 5pm
      • 25 days holiday + bank holidays
      • Free on site parking provided
      • Full exam support and mentorship

      If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!

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  • Trainee IFA Administrator

    Job Type: Sales Support

    Location: West Sussex

    IFA Administrator/Wealth Planning Administrator

    Overview

    Job title: IFA Administrator / Wealth Planning Administrator

    Location: Brighton

    Salary: £23,000 – £28,000 depending upon experience

    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.

    Benefits / details of the role

    • Great location in Brighton
    • Good sized company with scope to grow and develop your career
    • Full study support and study leave to take exams
    • DIS
    • Private medical insurance

    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 Summary:

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      As an administrator, you will play an essential role in ensuring the smooth running of their

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      Responsibilities:

      • Actively participate in the client annual review process
      • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
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      Requirements:

      • Minimum 6 months Wealth Planning / IFA Administrator experience
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
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      Additional Information:

      • Working hours: 9am-5pm – office based
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      Location: West Sussex

      Trainee IFA Administrator
      Location – Worthing
      Salary: £25,000 – £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 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 Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
      The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
      Key attributes to be successful within the role:
      • Strong work ethic
      • Thriving within a busy varied role
      • Can do attitude
      • Team player but also self-motivated and able to work on own initiative
      • Keen to learn and develop skills to ensure develop best competency within the role
      • Organisational and prioritisation skills
      • Strong attention to detail.
      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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      Job Type: Sales Support

      Location: Lincoln

      Practice Manager (Wealth Planning)

      Location: Lincoln

      Salary: £35,000 – £45,000

       

      Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?

      Do you love mentoring and developing staff?

       

      Then this may be the role for you…

      Our client is an expanding wealth planning company who are now looking for a Practice

      Manager to join their team.

       

      Main Duties:

      • You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
      • To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
      • Promote and support best working practices
      • Working closely with all team to oversee processes, compliance and work flow

      Personal Attributes:

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Can confidently and effectively manage and motivate a team
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Able to manage priorities/deadlines.
      • Have a methodical, ordered, and structured approach to tasks.

      Experience / Qualifications:

      • Be computer literate, competent with Word, Excel, Outlook, etc.
      • Be an experienced financial services administrator
      • Excellent written and oral communication skills
      • Excellent analytical and numerical skills
      • Excellent time management, organisational, and record-keeping skills
      • Ability to liaise in a professional and concise manner
      • Have experience working within an independent wealth management or financial planning firm
      • Team leader/supervisory experience is essential
      • Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation

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

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Contact us

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