IFA Administrator / Wealth Planning Administrator

  • IFA Administration
  • Surrey
  • Posted 6 months ago

Overview

Location: Ewell

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Advisers. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Purpose of Role:

  • To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
  • Oversight of administration work flows to ensure work is being managed within reasonable timescales.
  • Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
  • Involvement with local support team recruitment, induction, training and development.
  • Performance management of team, including managing absence and sickness.
  • To provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.
  • Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.
  • Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.

Key Responsibilities:

  • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
  • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
  • Ensure all business transacted by the team is compliant
  • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
  • Support new joiners through their probation and training programme.
  • Ensure team comply with internal mandatory training programmes.

Skills & Qualifications:

  • 2 years experience within a similar role in Financial Services / Wealth Planning.
  • Broad and current knowledge of financial services and financial planning.
  • Good people management skills.
  • Excellent interpersonal skills, both oral and written.
  • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
  • Detailed and accurate in every aspect of the role.
  • Good knowledge of Microsoft Office/IT skills.
  • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
  • Proactive and flexible in their approach to work and willing to go the extra mile.
  • Self-driven, results-oriented with a positive outlook.
  • A clear focus on delivering a high quality operational process, as well as business profit.
  • Empathic communicator, able to see things from the other person’s point of view.
  • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

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.

Related Jobs

  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Shropshire

    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Surrey
    • Posted 6 months ago

    Overview

    Location: Ewell

    Salary: Dependent on your experience.

    Are you looking for your next challenge within financial services?

    Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Advisers. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

    Purpose of Role:

    • To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
    • Oversight of administration work flows to ensure work is being managed within reasonable timescales.
    • Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
    • Involvement with local support team recruitment, induction, training and development.
    • Performance management of team, including managing absence and sickness.
    • To provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.
    • Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.
    • Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.

    Key Responsibilities:

    • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
    • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
    • Ensure all business transacted by the team is compliant
    • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
    • Support new joiners through their probation and training programme.
    • Ensure team comply with internal mandatory training programmes.

    Skills & Qualifications:

    • 2 years experience within a similar role in Financial Services / Wealth Planning.
    • Broad and current knowledge of financial services and financial planning.
    • Good people management skills.
    • Excellent interpersonal skills, both oral and written.
    • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
    • Detailed and accurate in every aspect of the role.
    • Good knowledge of Microsoft Office/IT skills.
    • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
    • Proactive and flexible in their approach to work and willing to go the extra mile.
    • Self-driven, results-oriented with a positive outlook.
    • A clear focus on delivering a high quality operational process, as well as business profit.
    • Empathic communicator, able to see things from the other person’s point of view.
    • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

    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.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Hampshire

      Location: Hambledon

      Salary: Dependent on your experience.

      If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, then we may have the perfect job for you.

      An excellent opportunity has arisen for a Paraplanning Administrator to work within a highly successful St. James’s Place Wealth Management Partner Practice.

      Our client would develop and mentor you and provide exam support for you to be able to complete your Diploma.

      You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.

      This will consist of sending Letters of Authority and gaining any relevant discharge forms, chasing ceding scheme providers, checking the ceding scheme information, preparing critical yield calculators, and working with internal processing systems.

      You will be given full training on the relevant IT systems, so proficient IT skills are necessary.

      You will be liaising with third parties daily.

      Benefits include Quarterly Bonus and Private Medical Insurance

      Key Responsibilities:

      • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
      • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
      • Ensure all business transacted by the team is compliant.
      • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
      • Support new joiners through their probation and training programme.
      • Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
      • Ensure team comply with internal mandatory training programmes.

      Skills & Qualifications:

      • 1 years’ experience within a similar role in Financial Services / Wealth Planning.
      • Broad and current knowledge of financial services and financial planning.
      • Good people management skills.
      • Excellent interpersonal skills, both oral and written.
      • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
      • Detailed and accurate in every aspect of the role.
      • Good knowledge of Microsoft Office/IT skills.
      • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
      • Proactive and flexible in their approach to work and willing to go the extra mile.
      • Self-driven, results-oriented with a positive outlook.
      • A clear focus on delivering a high-quality operational process, as well as business profit.
      • Empathic communicator, able to see things from the other person’s point of view.
      • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

       

      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

    • IFA Administrator

      Job Type: IFA Administration

      Location: London

      Location: London

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for a bright, conscientious individual to join our client friendly team.

      The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners with administrative functions.  This includes processing new business and liaising with external providers regarding new and existing clients.

      Main Duties

      • 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.
      • Deliver training to new employees as defined in the company’s Business processes.
      • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
      • policy documentation on completion.
      • Preparing client valuations – gathering details of client holdings and updating database accordingly.
      • Carry out research into possible solutions for clients.
      • Creating and maintaining client files and records.
      • Meet and greet Clients.
      • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
      • Maintain appropriate CPD.

      Personal Attributes

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Have an interest in financial markets.
      • Can work on your own initiative and as part of a team.
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Be a good “team player”.
      • 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.
      • Comprehensive industry experience/knowledge – pensions, investments and
      • taxation etc.

       

      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.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Lincolnshire

      Location: Lincoln

      Salary: Dependent on your experience.

      Are you looking for your next challenge within financial services/wealth planning? Do you have a transferable skill set from working in other areas of financial services, with exposure to administration and customer service?

      Our client, a well-established company is looking for an IFA Administrator / Wealth Planning Administrator to join their practice and become a valued member of their friendly and supportive team.

      Due to continued success and growth, they now need a friendly and confident individual to provide administrative support to the team and be the first point of contact for clients.

      Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment.

      This vacancy offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.

      Key attributes to be successful within the role:

      • 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 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.

      Read More

    Read More

  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Berkshire

    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Surrey
    • Posted 6 months ago

    Overview

    Location: Ewell

    Salary: Dependent on your experience.

    Are you looking for your next challenge within financial services?

    Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Advisers. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

    Purpose of Role:

    • To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
    • Oversight of administration work flows to ensure work is being managed within reasonable timescales.
    • Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
    • Involvement with local support team recruitment, induction, training and development.
    • Performance management of team, including managing absence and sickness.
    • To provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.
    • Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.
    • Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.

    Key Responsibilities:

    • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
    • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
    • Ensure all business transacted by the team is compliant
    • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
    • Support new joiners through their probation and training programme.
    • Ensure team comply with internal mandatory training programmes.

    Skills & Qualifications:

    • 2 years experience within a similar role in Financial Services / Wealth Planning.
    • Broad and current knowledge of financial services and financial planning.
    • Good people management skills.
    • Excellent interpersonal skills, both oral and written.
    • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
    • Detailed and accurate in every aspect of the role.
    • Good knowledge of Microsoft Office/IT skills.
    • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
    • Proactive and flexible in their approach to work and willing to go the extra mile.
    • Self-driven, results-oriented with a positive outlook.
    • A clear focus on delivering a high quality operational process, as well as business profit.
    • Empathic communicator, able to see things from the other person’s point of view.
    • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

    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.

    Related Jobs

    • IFA Administrator

      Job Type: IFA Administration

      Location: London

      Location: London

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for a bright, conscientious individual to join our client friendly team.

      The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners with administrative functions.  This includes processing new business and liaising with external providers regarding new and existing clients.

      Main Duties

      • 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.
      • Deliver training to new employees as defined in the company’s Business processes.
      • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
      • policy documentation on completion.
      • Preparing client valuations – gathering details of client holdings and updating database accordingly.
      • Carry out research into possible solutions for clients.
      • Creating and maintaining client files and records.
      • Meet and greet Clients.
      • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
      • Maintain appropriate CPD.

      Personal Attributes

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Have an interest in financial markets.
      • Can work on your own initiative and as part of a team.
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Be a good “team player”.
      • 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.
      • Comprehensive industry experience/knowledge – pensions, investments and
      • taxation etc.

       

      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.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Hampshire

      Location: Hambledon

      Salary: Dependent on your experience.

      If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, then we may have the perfect job for you.

      An excellent opportunity has arisen for a Paraplanning Administrator to work within a highly successful St. James’s Place Wealth Management Partner Practice.

      Our client would develop and mentor you and provide exam support for you to be able to complete your Diploma.

      You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.

      This will consist of sending Letters of Authority and gaining any relevant discharge forms, chasing ceding scheme providers, checking the ceding scheme information, preparing critical yield calculators, and working with internal processing systems.

      You will be given full training on the relevant IT systems, so proficient IT skills are necessary.

      You will be liaising with third parties daily.

      Benefits include Quarterly Bonus and Private Medical Insurance

      Key Responsibilities:

      • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
      • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
      • Ensure all business transacted by the team is compliant.
      • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
      • Support new joiners through their probation and training programme.
      • Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
      • Ensure team comply with internal mandatory training programmes.

      Skills & Qualifications:

      • 1 years’ experience within a similar role in Financial Services / Wealth Planning.
      • Broad and current knowledge of financial services and financial planning.
      • Good people management skills.
      • Excellent interpersonal skills, both oral and written.
      • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
      • Detailed and accurate in every aspect of the role.
      • Good knowledge of Microsoft Office/IT skills.
      • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
      • Proactive and flexible in their approach to work and willing to go the extra mile.
      • Self-driven, results-oriented with a positive outlook.
      • A clear focus on delivering a high-quality operational process, as well as business profit.
      • Empathic communicator, able to see things from the other person’s point of view.
      • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

       

      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

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Shropshire

      Location: Telford

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for a bright, conscientious individual to join our client friendly team.  As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.

      The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners with administrative functions.  This includes processing new business and liaising with external providers regarding new and existing clients.

      Main Duties

      • 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.
      • Deliver training to new employees as defined in the company’s Business processes.
      • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
      • policy documentation on completion.
      • Preparing client valuations – gathering details of client holdings and updating database accordingly.
      • Carry out research into possible solutions for clients.
      • Creating and maintaining client files and records.
      • Meet and greet Clients.
      • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
      • Maintain appropriate CPD.

      Personal Attributes

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Have an interest in financial markets.
      • Can work on your own initiative and as part of a team.
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Be a good “team player”.
      • 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.
      • Comprehensive industry experience/knowledge – pensions, investments and
      • taxation etc.

       

      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.

      Read More

    Read More

  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Lincolnshire

    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Surrey
    • Posted 6 months ago

    Overview

    Location: Ewell

    Salary: Dependent on your experience.

    Are you looking for your next challenge within financial services?

    Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support to the Financial Advisers. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

    Purpose of Role:

    • To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
    • Oversight of administration work flows to ensure work is being managed within reasonable timescales.
    • Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
    • Involvement with local support team recruitment, induction, training and development.
    • Performance management of team, including managing absence and sickness.
    • To provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.
    • Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.
    • Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.

    Key Responsibilities:

    • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
    • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
    • Ensure all business transacted by the team is compliant
    • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
    • Support new joiners through their probation and training programme.
    • Ensure team comply with internal mandatory training programmes.

    Skills & Qualifications:

    • 2 years experience within a similar role in Financial Services / Wealth Planning.
    • Broad and current knowledge of financial services and financial planning.
    • Good people management skills.
    • Excellent interpersonal skills, both oral and written.
    • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
    • Detailed and accurate in every aspect of the role.
    • Good knowledge of Microsoft Office/IT skills.
    • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
    • Proactive and flexible in their approach to work and willing to go the extra mile.
    • Self-driven, results-oriented with a positive outlook.
    • A clear focus on delivering a high quality operational process, as well as business profit.
    • Empathic communicator, able to see things from the other person’s point of view.
    • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

    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.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Hampshire

      Location: Hambledon

      Salary: Dependent on your experience.

      If you are currently working as an IFA Administrator and are looking for a route into a company where you can have a clear pathway into paraplanning, then we may have the perfect job for you.

      An excellent opportunity has arisen for a Paraplanning Administrator to work within a highly successful St. James’s Place Wealth Management Partner Practice.

      Our client would develop and mentor you and provide exam support for you to be able to complete your Diploma.

      You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.

      This will consist of sending Letters of Authority and gaining any relevant discharge forms, chasing ceding scheme providers, checking the ceding scheme information, preparing critical yield calculators, and working with internal processing systems.

      You will be given full training on the relevant IT systems, so proficient IT skills are necessary.

      You will be liaising with third parties daily.

      Benefits include Quarterly Bonus and Private Medical Insurance

      Key Responsibilities:

      • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
      • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
      • Ensure all business transacted by the team is compliant.
      • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
      • Support new joiners through their probation and training programme.
      • Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
      • Ensure team comply with internal mandatory training programmes.

      Skills & Qualifications:

      • 1 years’ experience within a similar role in Financial Services / Wealth Planning.
      • Broad and current knowledge of financial services and financial planning.
      • Good people management skills.
      • Excellent interpersonal skills, both oral and written.
      • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
      • Detailed and accurate in every aspect of the role.
      • Good knowledge of Microsoft Office/IT skills.
      • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
      • Proactive and flexible in their approach to work and willing to go the extra mile.
      • Self-driven, results-oriented with a positive outlook.
      • A clear focus on delivering a high-quality operational process, as well as business profit.
      • Empathic communicator, able to see things from the other person’s point of view.
      • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

       

      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.

       

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    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Shropshire

      Location: Telford

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for a bright, conscientious individual to join our client friendly team.  As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.

      The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners with administrative functions.  This includes processing new business and liaising with external providers regarding new and existing clients.

      Main Duties

      • 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.
      • Deliver training to new employees as defined in the company’s Business processes.
      • Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
      • policy documentation on completion.
      • Preparing client valuations – gathering details of client holdings and updating database accordingly.
      • Carry out research into possible solutions for clients.
      • Creating and maintaining client files and records.
      • Meet and greet Clients.
      • Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
      • Maintain appropriate CPD.

      Personal Attributes

      • Passionate about helping other people.
      • Have accuracy and pride in your work.
      • Have an interest in financial markets.
      • Can work on your own initiative and as part of a team.
      • Friendly and approachable.
      • Excellent communication skills – both verbal and written.
      • Outstanding organisational skills.
      • Be a good “team player”.
      • 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.
      • Comprehensive industry experience/knowledge – pensions, investments and
      • taxation etc.

       

      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

      Job Type: IFA Administration

      Location: Berkshire

      Location: Berkshire

      Salary: Dependent on your experience.

      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 friendly team, providing the highest quality of support to the Financial Advisers. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service and also happy to support exams.

      Purpose of Role:

      • To guide administration and Paraplanning teams on a day-to-day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
      • Oversight of administration work flows to ensure work is being managed within reasonable timescales.
      • Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic, strengthening working relationships.
      • Involvement with local support team recruitment, induction, training and development.
      • Performance management of team, including managing absence and sickness.
      • To provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.
      • Continually provide a high-quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed expectations.
      • Ensure a constant dialogue is maintained with all parties involved and provide regular updates to manage adviser/client expectations

      Key Responsibilities:

      • Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
      • Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
      • Ensure all business transacted by the team is compliant
      • Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
      • Support new joiners through their probation and training programme.
      • Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
      • Ensure team comply with internal mandatory training programmes.

      Skills & Qualifications:

      • 1 – 2 years’ experience within a similar role in Financial Services / Wealth Planning.
      • Broad and current knowledge of financial services and financial planning.
      • Good people management skills.
      • Excellent interpersonal skills, both oral and written.
      • Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure.
      • Detailed and accurate in every aspect of the role.
      • Good knowledge of Microsoft Office/IT skills.
      • Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines.
      • Proactive and flexible in their approach to work and willing to go the extra mile.
      • Self-driven, results-oriented with a positive outlook.
      • A clear focus on delivering a high-quality operational process, as well as business profit.
      • Empathic communicator, able to see things from the other person’s point of view.
      • Customer focused, ensuring positive customer experience is at the core of all activities undertaken.

      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.

      Read More

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Contact us

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