IFA Wealth Planning Administrator / Junior Paraplanner

  • IFA Administration
  • Sussex
  • Posted 3 weeks ago

Overview

Job Title: IFA Wealth Planning Administrator / Junior Paraplanner

Location: Uckfield

Salary: Depending on experience

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

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

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

General responsibilities:

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

 

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

 

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

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

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    Overview

    Job Title: IFA Wealth Planning Administrator / Junior Paraplanner

    Location: Uckfield

    Salary: Depending on experience

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

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

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

    General responsibilities:

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

     

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

     

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

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

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    Overview

    Job Title: IFA Wealth Planning Administrator / Junior Paraplanner

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    • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.
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    • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.
    • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
    • Carrying out regular reviews of clients’ financial plans, circumstances and objectives
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    • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.
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    If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      • General administration, ensuring the client service is of a high standard.
      • Monitoring own workflow and assisting colleagues where required.
      • Producing ad-hoc client valuations.
      • Liaise with other departments, offices and colleagues in a polite and professional manner.
      • Dealing with adviser charge, fee and commission enquiries.
      • Strong broad knowledge on the products and providers available on the open market.
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      • Possess cultural awareness and sensitivity
      • Demonstrate sound work ethics
      • Are conscientious, reliable and with work follow-through
      • Are a resourceful and creative problem solver
      • Are able to maintain strict confidentiality in performing your duties

       

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

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      • Point of contact for clients, to liaise on behalf of appointed adviser/s.
      • Dealing with client queries, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
      • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
      • General administration, ensuring the client service is of a high standard.
      • Monitoring own workflow and assisting colleagues where required.
      • Producing ad-hoc client valuations.
      • Liaise with other departments, offices and colleagues in a polite and professional manner.
      • Dealing with adviser charge, fee and commission enquiries.
      • Strong broad knowledge on the products and providers available on the open market.
      • Provide support to the Business Support Supervisor.

      You also demonstrate the following personal attributes:

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    Overview

    Job Title: IFA Wealth Planning Administrator / Junior Paraplanner

    Location: Uckfield

    Salary: Depending on experience

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

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

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

     

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

     

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

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      • Inputting and ongoing maintenance of data on internal systems ensuring the information is accurate and up to date.
      • General administration, ensuring the client service is of a high standard.
      • Monitoring own workflow and assisting colleagues where required.
      • Producing ad-hoc client valuations.
      • Liaise with other departments, offices and colleagues in a polite and professional manner.
      • Dealing with adviser charge, fee and commission enquiries.
      • Strong broad knowledge on the products and providers available on the open market.
      • Provide support to the Business Support Supervisor.

      You also demonstrate the following personal attributes:

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

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

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

      This role requires:

      • Strong administrative and organisational skills
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      • Accuracy and attention to detail are key

      Key Responsibilities:

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

       

      You also demonstrate the following personal attributes:

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

       

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

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

      Read More

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Contact us

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