IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
Related Jobs
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you….
The role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
Related Jobs
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication skills. You should be able to work alone, and as part of a wide team.It’s important that you can work on your own initiative and be proactive in your day- to-day role,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on boarding.
Comfortable in a highly productive, dynamic working environment.
Ability to adapt and thrive under pressure while remaining focused and calm.
Happy to muck-in as much as manage your team.
Maintain good relationships with providers.
If this exciting opportunity sounds like the next step for you, then please apply
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Essex
Posted 12 months ago
- Applications have closed
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