This job listing has expired
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Shaftesbury
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
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 in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
-
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
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you….
The role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
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 in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
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
Job Type: Sales Support
Location: Shaftesbury
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
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 in a larger practice, then please apply and we can run through the
role and company in more detail.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
-
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
Senior Paraplanner – Chartered
Job Type: Paraplanners
Location: Rochester outskirts
Senior Paraplanner – Chartered
Rochester outskirts
£45,000 – £55,000 depending upon experience
Hybrid Working
Are you an experienced Paraplanner who is now considering your next move?
- Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
- Would you like to work for one of the largest practices in the area – who have significant plans for the future?
- Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?
The role/Company:
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
- You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
- You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
- Route through to advice if desired.
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 in a larger practice, then please apply and we can run through the
role and company in more detail.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
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
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you….
The role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
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
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
IFA Administrator / Wealth Planning Administrator – up to £30,000
- Sales Support
- Surrey
Posted 1 year ago - Applications have closed
This job listing has expired
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