IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 11 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
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- 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 Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey – from £28,000 up to £35,000
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 whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
-
Actively participate in the client annual review process
-
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
Requirements:
-
Proven experience in a Wealth Planning / IFA Administrator role
-
Excellent attention to detail and organizational skills
-
Proficient in using back-office systems and online portals
-
Strong interpersonal and communication skills
-
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
For more information about the role and practice, please apply.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, 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
- East Sussex
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a 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 an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, 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.
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 11 months ago
- Applications have closed
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
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- 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 Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
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
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- 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 Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
IFA Administrator / Wealth Planning Administrator
- Sales Support
- East Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey – from £28,000 up to £35,000
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 whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
-
Actively participate in the client annual review process
-
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
Requirements:
-
Proven experience in a Wealth Planning / IFA Administrator role
-
Excellent attention to detail and organizational skills
-
Proficient in using back-office systems and online portals
-
Strong interpersonal and communication skills
-
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
For more information about the role and practice, please apply.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, 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
Job Type: Sales Support
Location: Surrey
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Actively participate in the client annual review process
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Process new business submissions and ensure smooth and timely business processing
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Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
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Maintain client records and process annual review reports and new business processing using their back-office system
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Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
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Proven experience in a Wealth Planning / IFA Administrator role
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Excellent attention to detail and organizational skills
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Proficient in using back-office systems and online portals
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Strong interpersonal and communication skills
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Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
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Working hours: 9am-5pm
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Salary up to £35,000
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23 days holiday + BH
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, 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
- East Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
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Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
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IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a 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 an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, then please apply.
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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.
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a 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 an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, 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.