IFA Administrator / Wealth Planning Administrator

Overview

 

Location: Banbury

Salary: Upto £32,000

Are you looking for your next challenge within financial services?

Our client is currently looking for an experienced IFA administrator / Wealth Planning Administrator to join their support team based in the Banbury. Our client is offering a superb opportunity to be part of a highly regarded and established Wealth Planning firm who pride themselves on offering their clients a superb customer service.

Ideal candidate would love all things admin, supporting and working as part of a team.

This role requires:

  • Strong administrative and organisational skills
  • Excellent written and verbal communication skills
  • Good knowledge of Microsoft Office
  • Accuracy and attention to detail are key

Key Responsibilities:

  • Processing of new business and documentation in accordance with the agreed service and quality standards.
  • Ownership of full life cycle of transacted business.
  • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
  • Point of contact for clients, to liaise on behalf of appointed adviser/s.
  • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
  • General administration, ensuring the client service is of a high standard.
  • Monitoring own workflow and assisting colleagues where required.
  • Producing ad-hoc client valuations.
  • Liaise with other departments, offices and colleagues in a polite and professional manner.
  • Dealing with adviser charge, fee and commission enquiries.
  • Strong broad knowledge on the products and providers available on the open market.
  • Provide support to the Business Support Supervisor.

You also demonstrate the following personal attributes:

  • Are bright, well presented, friendly and personable
  • Are self-motivated
  • Are flexible and adaptable
  • Are honest and trustworthy
  • Are efficient, punctual and presentable
  • Possess cultural awareness and sensitivity
  • Demonstrate sound work ethics
  • Are conscientious, reliable and with work follow-through
  • Are a resourceful and creative problem solver
  • Are able to maintain strict confidentiality in performing your duties

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

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

Related Jobs

  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Surrey

    IFA Administrator / Wealth Planning Administrator

    Overview

     

    Location: Banbury

    Salary: Upto £32,000

    Are you looking for your next challenge within financial services?

    Our client is currently looking for an experienced IFA administrator / Wealth Planning Administrator to join their support team based in the Banbury. Our client is offering a superb opportunity to be part of a highly regarded and established Wealth Planning firm who pride themselves on offering their clients a superb customer service.

    Ideal candidate would love all things admin, supporting and working as part of a team.

    This role requires:

    • Strong administrative and organisational skills
    • Excellent written and verbal communication skills
    • Good knowledge of Microsoft Office
    • Accuracy and attention to detail are key

    Key Responsibilities:

    • Processing of new business and documentation in accordance with the agreed service and quality standards.
    • Ownership of full life cycle of transacted business.
    • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
    • Point of contact for clients, to liaise on behalf of appointed adviser/s.
    • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
    • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
    • General administration, ensuring the client service is of a high standard.
    • Monitoring own workflow and assisting colleagues where required.
    • Producing ad-hoc client valuations.
    • Liaise with other departments, offices and colleagues in a polite and professional manner.
    • Dealing with adviser charge, fee and commission enquiries.
    • Strong broad knowledge on the products and providers available on the open market.
    • Provide support to the Business Support Supervisor.

    You also demonstrate the following personal attributes:

    • Are bright, well presented, friendly and personable
    • Are self-motivated
    • Are flexible and adaptable
    • Are honest and trustworthy
    • Are efficient, punctual and presentable
    • Possess cultural awareness and sensitivity
    • Demonstrate sound work ethics
    • Are conscientious, reliable and with work follow-through
    • Are a resourceful and creative problem solver
    • Are able to maintain strict confidentiality in performing your duties

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

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

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    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Northamptonshire

      Location: Northampton

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for an IFA Administrator / Wealth Planning Administrator to join their growing team.

      The purpose of this role is to provide an efficient private client and corporate administrative support service to a team of advisers and clients. Processing new business and ongoing servicing of existing clients.

      This role requires:

      • Strong administrative and organisational skills
      • Excellent written and verbal communication skills
      • Good knowledge of Microsoft Office
      • Accuracy and attention to detail are key

      Key Responsibilities:

      • Processing of new business and documentation in accordance with the agreed service and quality standards.
      • Ownership of full life cycle of transacted business.
      • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
      • Point of contact for clients, to liaise on behalf of appointed adviser/s.
      • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
      • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
      • General administration, ensuring the client service is of a high standard.
      • Monitoring own workflow and assisting colleagues where required.
      • Producing ad-hoc client valuations.
      • Liaise with other departments, offices and colleagues in a polite and professional manner.
      • Dealing with adviser charge, fee and commission enquiries.
      • Strong broad knowledge on the products and providers available on the open market.
      • Provide support to the Business Support Supervisor.

      You also demonstrate the following personal attributes:

      • Are bright, well presented, friendly and personable
      • Are self-motivated
      • Are flexible and adaptable
      • Are honest and trustworthy
      • Are efficient, punctual and presentable
      • Possess cultural awareness and sensitivity
      • Demonstrate sound work ethics
      • Are conscientious, reliable and with work follow-through
      • Are a resourceful and creative problem solver
      • Are able to maintain strict confidentiality in performing your duties

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

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

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    • IFA Wealth Planning Administrator / Junior Paraplanner

      Job Type: IFA Administration

      Location: Sussex

       

      Location: Uckfield

      Salary: Depending on experience

      Are you ready to challenge yourself and obtain an opportunity to advance your career and qualifications within Financial Services / Wealth Planning bringing you closer to a lucrative new position? If so, this could be your perfect position.

      Our client is currently looking for an IFA Wealth Planning Administrator / Junior Paraplanner to join their growing team.

      This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships supporting the Financial Advisers.

      General responsibilities:

      • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
      • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
      • Producing comprehensive and clear suitability letters for clients
      • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
      • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
      • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
      • Dealing with complex and technical client queries as and when they arise
      • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

      For this role our client is looking for someone who has ideally 2 years’ experience as an IFA Administrator / Wealth Planning Administrator within Financial Services / Wealth Planning.

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

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Surrey

      Location: Ewell

      Salary: Dependent on your experience.

      Are you looking for your next challenge within financial services / wealth planning with the opportunity for progression?

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

      Purpose of Role:

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

      Key Responsibilities:

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

      Skills & Qualifications:

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

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

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

      Read More

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  • IFA Administrator / Wealth Planning Administrator

    Job Type: IFA Administration

    Location: Surrey

    IFA Administrator / Wealth Planning Administrator

    Overview

     

    Location: Banbury

    Salary: Upto £32,000

    Are you looking for your next challenge within financial services?

    Our client is currently looking for an experienced IFA administrator / Wealth Planning Administrator to join their support team based in the Banbury. Our client is offering a superb opportunity to be part of a highly regarded and established Wealth Planning firm who pride themselves on offering their clients a superb customer service.

    Ideal candidate would love all things admin, supporting and working as part of a team.

    This role requires:

    • Strong administrative and organisational skills
    • Excellent written and verbal communication skills
    • Good knowledge of Microsoft Office
    • Accuracy and attention to detail are key

    Key Responsibilities:

    • Processing of new business and documentation in accordance with the agreed service and quality standards.
    • Ownership of full life cycle of transacted business.
    • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
    • Point of contact for clients, to liaise on behalf of appointed adviser/s.
    • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
    • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
    • General administration, ensuring the client service is of a high standard.
    • Monitoring own workflow and assisting colleagues where required.
    • Producing ad-hoc client valuations.
    • Liaise with other departments, offices and colleagues in a polite and professional manner.
    • Dealing with adviser charge, fee and commission enquiries.
    • Strong broad knowledge on the products and providers available on the open market.
    • Provide support to the Business Support Supervisor.

    You also demonstrate the following personal attributes:

    • Are bright, well presented, friendly and personable
    • Are self-motivated
    • Are flexible and adaptable
    • Are honest and trustworthy
    • Are efficient, punctual and presentable
    • Possess cultural awareness and sensitivity
    • Demonstrate sound work ethics
    • Are conscientious, reliable and with work follow-through
    • Are a resourceful and creative problem solver
    • Are able to maintain strict confidentiality in performing your duties

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

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

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    • Graduate (or equivalent) programme – Trainee IFA Administrator will full progression into Senior Paraplanner or Adviser

      Job Type: IFA Administration

      Location: London

      Graduate (or equivalent) programme – Trainee IFA Administrator will full progression into Senior Paraplanner or Adviser

      Location- London

      Salary- £23800

      Are you a Graduate or equivalent motivated to build their career in financial services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

      The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees.  There is a clear progression structure in place that has worked seamlessly for the company for many years. The structure is focussed on progressing individuals and to aid their development through support with exams. There are clear job titles and goals to achieve with full support each step of the way to achieve your long-term goals – be that Advice or Senior Paraplanner.

      If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.

      This role offers fantastic scope for a bright, on-the-ball individual to offer administrative support in a busy and vibrant financial services environment.  Ideal for someone who is confident and outgoing with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

      Duties:

      • Provide fantastic administrative support to the team
      • Ensuring the efficient processing of business, ensuring clients receive a high level of service
      • Maintaining and updating client records

      To be considered for this role, you must have:

      • Exceptional organisational skills
      • Ability to manage multiple projects at any one time
      • A proactive and flexible approach to work
      • An enthusiastic attitude and bubbly personality
      • A superb telephone manner
      • Work well under pressure
      • Thrive in a busy and demanding environment
      • Be able to prioritise your own workload
      • Have a keen eye for detail

      About our Client:

      A successful business with an impressive client base and continued plans for expansion.  The company is team-focused and boasts a supportive and friendly working culture, where the efforts of every individual are appreciated and rewarded.

      If this role sounds as though it could well be the one you have been waiting for, please email your CV with a covering letter now.

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

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    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Surrey

      Location: Ewell

      Salary: Dependent on your experience.

      Are you looking for your next challenge within financial services / wealth planning with the opportunity for progression?

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

      Purpose of Role:

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

      Key Responsibilities:

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

      Skills & Qualifications:

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

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

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

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Northamptonshire

      Location: Northampton

      Salary: Negotiable depending on experience

      Are you looking for your next challenge within financial services?

      Our client is looking for an IFA Administrator / Wealth Planning Administrator to join their growing team.

      The purpose of this role is to provide an efficient private client and corporate administrative support service to a team of advisers and clients. Processing new business and ongoing servicing of existing clients.

      This role requires:

      • Strong administrative and organisational skills
      • Excellent written and verbal communication skills
      • Good knowledge of Microsoft Office
      • Accuracy and attention to detail are key

      Key Responsibilities:

      • Processing of new business and documentation in accordance with the agreed service and quality standards.
      • Ownership of full life cycle of transacted business.
      • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
      • Point of contact for clients, to liaise on behalf of appointed adviser/s.
      • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
      • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
      • General administration, ensuring the client service is of a high standard.
      • Monitoring own workflow and assisting colleagues where required.
      • Producing ad-hoc client valuations.
      • Liaise with other departments, offices and colleagues in a polite and professional manner.
      • Dealing with adviser charge, fee and commission enquiries.
      • Strong broad knowledge on the products and providers available on the open market.
      • Provide support to the Business Support Supervisor.

      You also demonstrate the following personal attributes:

      • Are bright, well presented, friendly and personable
      • Are self-motivated
      • Are flexible and adaptable
      • Are honest and trustworthy
      • Are efficient, punctual and presentable
      • Possess cultural awareness and sensitivity
      • Demonstrate sound work ethics
      • Are conscientious, reliable and with work follow-through
      • Are a resourceful and creative problem solver
      • Are able to maintain strict confidentiality in performing your duties

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

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

      Read More

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  • Trainee IFA Administrator / Junior Paraplanner (Graduate Programme)

    Job Type: IFA Administration

    Location: Kent

    IFA Administrator / Wealth Planning Administrator

    Overview

     

    Location: Banbury

    Salary: Upto £32,000

    Are you looking for your next challenge within financial services?

    Our client is currently looking for an experienced IFA administrator / Wealth Planning Administrator to join their support team based in the Banbury. Our client is offering a superb opportunity to be part of a highly regarded and established Wealth Planning firm who pride themselves on offering their clients a superb customer service.

    Ideal candidate would love all things admin, supporting and working as part of a team.

    This role requires:

    • Strong administrative and organisational skills
    • Excellent written and verbal communication skills
    • Good knowledge of Microsoft Office
    • Accuracy and attention to detail are key

    Key Responsibilities:

    • Processing of new business and documentation in accordance with the agreed service and quality standards.
    • Ownership of full life cycle of transacted business.
    • Preparing for adviser/client appointments including collation of meeting packs, obtaining quotations, illustrations.
    • Point of contact for clients, to liaise on behalf of appointed adviser/s.
    • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
    • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
    • General administration, ensuring the client service is of a high standard.
    • Monitoring own workflow and assisting colleagues where required.
    • Producing ad-hoc client valuations.
    • Liaise with other departments, offices and colleagues in a polite and professional manner.
    • Dealing with adviser charge, fee and commission enquiries.
    • Strong broad knowledge on the products and providers available on the open market.
    • Provide support to the Business Support Supervisor.

    You also demonstrate the following personal attributes:

    • Are bright, well presented, friendly and personable
    • Are self-motivated
    • Are flexible and adaptable
    • Are honest and trustworthy
    • Are efficient, punctual and presentable
    • Possess cultural awareness and sensitivity
    • Demonstrate sound work ethics
    • Are conscientious, reliable and with work follow-through
    • Are a resourceful and creative problem solver
    • Are able to maintain strict confidentiality in performing your duties

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

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

    Related Jobs

    • IFA Wealth Planning Administrator / Junior Paraplanner

      Job Type: IFA Administration

      Location: Sussex

       

      Location: Uckfield

      Salary: Depending on experience

      Are you ready to challenge yourself and obtain an opportunity to advance your career and qualifications within Financial Services / Wealth Planning bringing you closer to a lucrative new position? If so, this could be your perfect position.

      Our client is currently looking for an IFA Wealth Planning Administrator / Junior Paraplanner to join their growing team.

      This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships supporting the Financial Advisers.

      General responsibilities:

      • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.
      • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
      • Producing comprehensive and clear suitability letters for clients
      • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
      • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
      • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
      • Dealing with complex and technical client queries as and when they arise
      • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
      • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

      For this role our client is looking for someone who has ideally 2 years’ experience as an IFA Administrator / Wealth Planning Administrator within Financial Services / Wealth Planning.

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

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Senior IFA Administrator / Wealth Planning Administrator

      Job Type: IFA Administration

      Location: Surrey

      Location: Near Newchapel

      Salary: Dependent on your experience.

      Are you a Senior IFA Administrator who loves supporting the team. If so, we have an opportunity to join a growing Wealth Planning practice based near Newchapel.

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

      Purpose of Role:

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

      Key Responsibilities:

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

      Skills & Qualifications:

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

       

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

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

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    • Graduate (or equivalent) programme – Trainee IFA Administrator will full progression into Senior Paraplanner or Adviser

      Job Type: IFA Administration

      Location: London

      Graduate (or equivalent) programme – Trainee IFA Administrator will full progression into Senior Paraplanner or Adviser

      Location- London

      Salary- £23800

      Are you a Graduate or equivalent motivated to build their career in financial services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

      The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees.  There is a clear progression structure in place that has worked seamlessly for the company for many years. The structure is focussed on progressing individuals and to aid their development through support with exams. There are clear job titles and goals to achieve with full support each step of the way to achieve your long-term goals – be that Advice or Senior Paraplanner.

      If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.

      This role offers fantastic scope for a bright, on-the-ball individual to offer administrative support in a busy and vibrant financial services environment.  Ideal for someone who is confident and outgoing with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.

      Duties:

      • Provide fantastic administrative support to the team
      • Ensuring the efficient processing of business, ensuring clients receive a high level of service
      • Maintaining and updating client records

      To be considered for this role, you must have:

      • Exceptional organisational skills
      • Ability to manage multiple projects at any one time
      • A proactive and flexible approach to work
      • An enthusiastic attitude and bubbly personality
      • A superb telephone manner
      • Work well under pressure
      • Thrive in a busy and demanding environment
      • Be able to prioritise your own workload
      • Have a keen eye for detail

      About our Client:

      A successful business with an impressive client base and continued plans for expansion.  The company is team-focused and boasts a supportive and friendly working culture, where the efforts of every individual are appreciated and rewarded.

      If this role sounds as though it could well be the one you have been waiting for, please email your CV with a covering letter now.

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

      Read More

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Contact us

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