IFA Administrator / Wealth Planning Administrator

Overview

IFA Administrator / Wealth Planning Administrator

Location: Hungerford, Berkshire

Salary £28,000 – £35,000

Hours full time – however 4 day week considered

 

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 Hungerford, is looking for a proactive Wealth Planning 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
  • Process new business submissions and ensure smooth and timely business processing
  • 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
  • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

 

Company/Role Information:

  • Our client is a boutique, independent IFA who have an established and expanding client bank
  • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

 

NB: Due to the rural location of the office, you would require your own mode of transportation

 

Benefits:

  • Full exam support to complete your diploma (if desired)
  • 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
  • Ample parking at office
  • Flexible hours available / possibility of 4 day week

 

Requirements:

  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Fantastic telephone manner and strong inter-personal and relationship building skills

 

So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail

Related Jobs

  • Senior Paraplanner

    Job Type: Paraplanners

    Location: Flackwell Heath

    IFA Administrator / Wealth Planning Administrator

    Overview

    IFA Administrator / Wealth Planning Administrator

    Location: Hungerford, Berkshire

    Salary £28,000 – £35,000

    Hours full time – however 4 day week considered

     

    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 Hungerford, is looking for a proactive Wealth Planning 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
    • Process new business submissions and ensure smooth and timely business processing
    • 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
    • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

     

    Company/Role Information:

    • Our client is a boutique, independent IFA who have an established and expanding client bank
    • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

     

    NB: Due to the rural location of the office, you would require your own mode of transportation

     

    Benefits:

    • Full exam support to complete your diploma (if desired)
    • 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
    • Ample parking at office
    • Flexible hours available / possibility of 4 day week

     

    Requirements:

    • Minimum 1 year’s experience working as an IFA Administrator
    • Excellent attention to detail and competent on CRM systems
    • Fantastic telephone manner and strong inter-personal and relationship building skills

     

    So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail

    Related Jobs

    • IFA Administrator

      Job Type: Sales Support

      Location: Anywhere

      IFA Administrator
      London – Bank area
      Flexible working hours and working from home options
      Salary £30,000 – £40000 – DOE
      Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
      Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
      They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
      They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
      Why Join Us?
      • A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
      • Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
      • Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
      Your Role
      As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
      The Benefits:
      • Competitive Salary: Reflecting your skills and experience.
      • Flexibility: Smart working with core hours of 10am to 4pm.
      Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
      Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
      • Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
      • Social Events: Annual away days, Christmas parties, and other social activities.
      • Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
      • Sabbaticals and international secondments within the RBI network firms
      • Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
      • Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
      Why This Role?
      If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.

      Read More

    • Senior IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Merseyside

      Senior IFA Administrator / Wealth Planning Administrator
      Based Liverpool – Hybrid Working and Flexible Hours
      Salary £28,000 – £40,000 depending upon experience
       
      Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in
      financial services and looking for your next challenge?
      Then we have the role for you…
      The role/company
       
      Our client is a boutique, independent wealth planning company based in Liverpool City centre.
      They are now looking for an experienced Senior IFA Administrator / Wealth Planning Administrator to join their team. They are part of a larger Accountancy Practice and so in total there are 60 in the Liverpool office.
      Key responsibilities of the role:
      • Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
      • Liaising with the financial advisers as appropriate
      • Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
      • Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
      • Making sure all relevant documentation held within a client file is compliant
      • Back office maintenance
      Who this role would suit….
      • This would suit either some who is already working as an IFA Administrator / Wealth
      • Planning Administrator who loves the client contact / admin side of the role
      • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
      Additional information:
      • Hybrid working – 3 days in the office, 2 x days working from home
      • Flexible working hours – ability to start and leave earlier / later
      • 25 x days holiday + BH
      Salary up to £40,000 depending upon experience.
       
      If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.

      Read More

    • Wealth Planning / IFA Administrator

      Job Type: Sales Support

      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
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

      Additional Information:

      • Working hours: 9am-5pm – office based
      • Salary up to £26,000
      • Bonus scheme available on completion of quality checks
      • Additional bonus for each exam passed

      For more information about the role and practice, please apply.

      Read More

    Read More

  • Paraplanner

    Job Type: Paraplanners

    Location: Northampton

    IFA Administrator / Wealth Planning Administrator

    Overview

    IFA Administrator / Wealth Planning Administrator

    Location: Hungerford, Berkshire

    Salary £28,000 – £35,000

    Hours full time – however 4 day week considered

     

    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 Hungerford, is looking for a proactive Wealth Planning 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
    • Process new business submissions and ensure smooth and timely business processing
    • 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
    • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

     

    Company/Role Information:

    • Our client is a boutique, independent IFA who have an established and expanding client bank
    • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

     

    NB: Due to the rural location of the office, you would require your own mode of transportation

     

    Benefits:

    • Full exam support to complete your diploma (if desired)
    • 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
    • Ample parking at office
    • Flexible hours available / possibility of 4 day week

     

    Requirements:

    • Minimum 1 year’s experience working as an IFA Administrator
    • Excellent attention to detail and competent on CRM systems
    • Fantastic telephone manner and strong inter-personal and relationship building skills

     

    So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail

    Related Jobs

    • Senior IFA Administrator/Client services Administrator

      Job Type: Sales Support

      Location: Leighton Buzzard

      Senior IFA Administrator/Client services Administrator.

      Leighton Buzzard

      Salary up to £35000 depending on experience.

      Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?

      Do you enjoy working closely with advisers and having variety within your role, working closely with clients.

      If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.

      This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.

      The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:

      • 2 Advisers/Business Owners
      • 1 Operations Director
      • 2 Full time and 2 Part Time Qualified Paraplanners
      • 2 Full Time Administrators
      • 1 Full Time Project Analyst
      • 1 Part Time bookkeeper

      They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:

      • A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
      • Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
      • Hybrid working is available, based on three days office based and two days working from home.
      • Pension contribution as per auto-enrolment legislation.
      • Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
      • Assistance toward studying costs for appropriate qualifications

      The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.

      Key responsibilities / accountabilities:

      • Processing of pension, investment and protection business.
      • Preparation of valuations and compliance paperwork required for client reviews.
      • Preparation of Annual Review packs and non-advice related follow up with clients.
      • Dealing with client queries.
      • Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
      • Working as part of a team and assisting other team members where necessary.
      • Preparation of documentation.
      • Production of illustrations and cost comparisons.

      Key Experience

      • Ideally 3 plus years’ experience in a financial planning support role

      If you think this role matches your experience and could be of interest, then please apply.

      Read More

    • Wealth Planning Administrator

      Job Type: Sales Support

      Location: Corsham

      Wealth Planning Administrator

      Based Corsham

      Hours 9am-5pm

      Salary £26,000 – £28,000

       

      Are you an experienced Wealth Planning Administrator?

      Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current practice?

      Or maybe you are looking to progress into paraplanning in the future, however

      this isn’t an option at your current practice?

      If so, then we may have the opportunity for you…

       

      If so, we have the opportunity for you…..

      The company and role:

      Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.

      There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.

      They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.

      Cultural fit is key as they are an integral part of each of the communities their office is based in.

      Throughout the year there are a large number of both charity event fundraising and team socials.

      They are based in a fantastic office environment in a High Street Location.

      Please note due to the rural location you will need to be a driver.

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.

      Read More

    • Wealth Planning / IFA Administrator

      Job Type: Sales Support

      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
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

      Additional Information:

      • Working hours: 9am-5pm – office based
      • Salary up to £26,000
      • Bonus scheme available on completion of quality checks
      • Additional bonus for each exam passed

      For more information about the role and practice, please apply.

      Read More

    Read More

  • Team Leader – Wealth Planning experience crucial.

    Job Type: Sales Support

    Location: Shaftesbury

    IFA Administrator / Wealth Planning Administrator

    Overview

    IFA Administrator / Wealth Planning Administrator

    Location: Hungerford, Berkshire

    Salary £28,000 – £35,000

    Hours full time – however 4 day week considered

     

    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 Hungerford, is looking for a proactive Wealth Planning 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
    • Process new business submissions and ensure smooth and timely business processing
    • 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
    • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products

     

    Company/Role Information:

    • Our client is a boutique, independent IFA who have an established and expanding client bank
    • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4

     

    NB: Due to the rural location of the office, you would require your own mode of transportation

     

    Benefits:

    • Full exam support to complete your diploma (if desired)
    • 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
    • Ample parking at office
    • Flexible hours available / possibility of 4 day week

     

    Requirements:

    • Minimum 1 year’s experience working as an IFA Administrator
    • Excellent attention to detail and competent on CRM systems
    • Fantastic telephone manner and strong inter-personal and relationship building skills

     

    So, if you are looking to work in a fantastic environment with scope for personal -development, then please apply for the role and we can run through in more detail

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: East Sussex

      Job title: IFA Administrator / Wealth Planning Administrator

      Location: Brighton

      Salary: £25,000 – £35,000 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.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type:

      Location: West Midlands

      IFA Administrator / Wealth Planning Administrator

      Birmingham (North East outskirts of City Centre)– office based

      £25,000 – £28,000 depending on experience

       

      Are you an IFA Administrator looking for your next role?

      • Would you like to feel valued by working in a boutique wealth planning company instead of a corporate IFA firm?
      • Are you looking to work for a company that offers growth and support for career development?

      If so, we can help

       

      Company/Role Information:

      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising in time
      • Working in an established practice with strong procedures and processes, you will be working in a close knit team of 30
      • This is a varied role where you will be supporting the paraplanners and Advisers with all associated admin tasks including processing of new business, producing quotations, scheduling and managing adviser diaries and liaising with clients

      Benefits:

      • Full exam support to complete your diploma (if desired)
      • 25 days holiday + BH – hours 9am – 5pm

      Requirements:

      • Minimum 1 year’s experience working as an IFA Administrator
      • Excellent attention to detail and competent on CRM systems ideally I/O
      • Fantastic telephone manner and strong inter-personal and relationship building skills

       

      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

      Read More

    • Trainee IFA Administrator

      Job Type: Sales Support

      Location: Castle Vale

      Trainee IFA Administrator

      Location – Castle Vale, Birmingham

      Salary: £24,000 – £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 or any other area of financial services such as protection/mortgages/investments/banking etc 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 Castle Vale, Birmingham 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 companyand 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.

      Read More

    Read More

Contact us

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