IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: West Midlands
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cheshire
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £28,000
Hybrid Working
Are you an IFA Administrator who is now considering your next move?
- Are you fed up of working in the office full time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income, Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role 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.
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
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.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
-
Technical IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Financial Adviser / IFA Advisor
Job Type: Sales Support
Location: Hampshire
Financial Adviser / IFA Adviser
Based: Fareham, Hampshire
Salary – base £50,000 – £65,000 + Bonus (depending upon qualifications)
Are you a Financial Adviser looking for your next role?
- Would you like to have a say and share in your next company through an employee ownership trust?
- Are you looking for full admin & paraplanning support so you can concentrate on client care?
- Would you like to join an IFA where you can immediately have a client bank passed over to you- roughly 100-120 clients?
If so, then this may be the right role for you…
Our client is a thriving independent wealth planning firm with an enviable client bank. Due to a retiring Adviser, they are now looking for an experienced Financial Adviser to take over the retiring Adviser’s client bank
The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.
You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.
This role is all about client care and making sure the advice given to their clients has the clients best interests at heart – so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.
Additional Information
- Hours are 9am – 5pm
- 17 x members of staff
- 23 x days holiday and BH
- Employee Ownership Trust
If you would like to have more information on this unique role, then please apply.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £32000 and £38000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge and genuine career progression opportunities?
Or perhaps you are a career administrator, keen to make a difference in an administration team and someone who would thrive in a supportive environment and looking for a company that truly value their employees
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.
It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere.Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include –
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- This is a comp\any that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
Senior Paraplanner – Chartered
Cambridge outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working – 30 x days holiday + BH
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?
If so, we can help…
Company/Role Information
- Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
- Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and whocan offer their technical expertise.
- Hybrid working – 3 days in the office.
- Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
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 currently working in the office full time and looking for more flexibility?
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 alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
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
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: West Midlands
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cheshire
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £28,000
Hybrid Working
Are you an IFA Administrator who is now considering your next move?
- Are you fed up of working in the office full time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income, Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role 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.
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.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
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.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cheshire
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £28,000
Hybrid Working
Are you an IFA Administrator who is now considering your next move?
- Are you fed up of working in the office full time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income, Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Job Type: Paraplanners
Location: London
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
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.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
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.
Technical IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
Related Jobs
-
Financial Adviser / IFA Advisor
Job Type: Sales Support
Location: Hampshire
Financial Adviser / IFA Adviser
Based: Fareham, Hampshire
Salary – base £50,000 – £65,000 + Bonus (depending upon qualifications)
Are you a Financial Adviser looking for your next role?
- Would you like to have a say and share in your next company through an employee ownership trust?
- Are you looking for full admin & paraplanning support so you can concentrate on client care?
- Would you like to join an IFA where you can immediately have a client bank passed over to you- roughly 100-120 clients?
If so, then this may be the right role for you…
Our client is a thriving independent wealth planning firm with an enviable client bank. Due to a retiring Adviser, they are now looking for an experienced Financial Adviser to take over the retiring Adviser’s client bank
The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.
You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.
This role is all about client care and making sure the advice given to their clients has the clients best interests at heart – so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.
Additional Information
- Hours are 9am – 5pm
- 17 x members of staff
- 23 x days holiday and BH
- Employee Ownership Trust
If you would like to have more information on this unique role, then please apply.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £32000 and £38000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge and genuine career progression opportunities?
Or perhaps you are a career administrator, keen to make a difference in an administration team and someone who would thrive in a supportive environment and looking for a company that truly value their employees
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.
It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere.Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include –
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- This is a comp\any that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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.
Financial Adviser / IFA Advisor
Job Type: Sales Support
Location: Hampshire
Financial Adviser / IFA Adviser
Based: Fareham, Hampshire
Salary – base £50,000 – £65,000 + Bonus (depending upon qualifications)
Are you a Financial Adviser looking for your next role?
- Would you like to have a say and share in your next company through an employee ownership trust?
- Are you looking for full admin & paraplanning support so you can concentrate on client care?
- Would you like to join an IFA where you can immediately have a client bank passed over to you- roughly 100-120 clients?
If so, then this may be the right role for you…
Our client is a thriving independent wealth planning firm with an enviable client bank. Due to a retiring Adviser, they are now looking for an experienced Financial Adviser to take over the retiring Adviser’s client bank
The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.
You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.
This role is all about client care and making sure the advice given to their clients has the clients best interests at heart – so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.
Additional Information
- Hours are 9am – 5pm
- 17 x members of staff
- 23 x days holiday and BH
- Employee Ownership Trust
If you would like to have more information on this unique role, then please apply.
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £32000 and £38000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge and genuine career progression opportunities?
Or perhaps you are a career administrator, keen to make a difference in an administration team and someone who would thrive in a supportive environment and looking for a company that truly value their employees
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.
The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.
It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere.Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include –
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- This is a comp\any that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
- Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
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 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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
- Sales Support
- Nottinghamshire
Posted 7 months ago
- Applications have closed
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
Senior Paraplanner – Chartered
Cambridge outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working – 30 x days holiday + BH
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?
If so, we can help…
Company/Role Information
- Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
- Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and whocan offer their technical expertise.
- Hybrid working – 3 days in the office.
- Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
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 currently working in the office full time and looking for more flexibility?
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 alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
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
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Cambridgeshire
Senior Paraplanner – Chartered
Cambridge outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working – 30 x days holiday + BH
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 1 x off)
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor and develop a team of Paraplanners?
If so, we can help…
Company/Role Information
- Our client is a professional advisory firm providing integrated financial and legal services for private clients, businesses, family offices and charities.
- Our client is currently entering an exciting phase of growth and succession, which has in turn lead to an investment in the expansion of the Wealth Team. As a Paraplanner you will support the firm’s Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- You will be working in a pod system with 1 x Adviser, 1 x Administrator and 1 x Paraplanner
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and whocan offer their technical expertise.
- Hybrid working – 3 days in the office.
- Hours 9am – 5pm, Private medical insurance, DIS, 30 x days holiday plus BH – extra day off for Wellness Day and your birthday off
So, if the time is right to move roles into a practice which places a huge importance on
collaboration and you feel that you would like to use your technical skills with a route to
management, then please apply and we can run through the role and company in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
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 currently working in the office full time and looking for more flexibility?
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 alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
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
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- 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
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply