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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  • Senior IFA Administrator / Wealth Planning Administrator

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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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    • Wealth Planning / IFA Administrator

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      Job Summary:

      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 with a team of 15, is looking

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      Responsibilities:

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      Requirements:

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      The role/company
       
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      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.

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      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.

       

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

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

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    IFA Administrator/Wealth Planning Administrator

    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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    • 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.

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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.

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      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.

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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
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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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      Are you an IFA Administrator looking for your next role?

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      Company/Role Information

      • Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
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    • Wealth Planning / IFA Administrator

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      Location: West Midlands

      Title: Wealth Planning / IFA Administrator

      Based: Lickey, Birmingham outskirts

      Salary – £23,000 – £26,000

      Job Summary:

      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 with a team of 15, is looking

      for a proactive administrator to join their team as their Client Review Administrator.

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

      client review process, supporting 2 Advisers with 400 clients between them

      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
      • Maintain client records and process annual review reports and new business processing using their back-office system IO
      • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

      Requirements:

      • Minimum 6 months Wealth Planning / IFA Administrator experience
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      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

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      • Working hours: 9am-5pm – office based
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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?

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

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      Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.

       

      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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      • Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
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      • 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
      • A keen interest in developing paraplanning skills is essential
      • 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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    Read More

Contact us

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