IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then 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
-
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: Surrey
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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: 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 Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
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.
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
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
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, 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: Paraplanners
Location: West Sussex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then 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
-
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.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then 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
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: Surrey
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
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: 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 Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
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: 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 Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
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Minimum 1 year’s experience working as an IFA Administrator
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Excellent attention to detail and competent on CRM systems
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Fantastic telephone manner and strong inter-personal and relationship building skills
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
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.
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
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
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
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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: 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.
Job Type: Sales Support
Location: Cambridgeshire
-
Organising the Advisers diary
-
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
-
Processing of new business
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
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