Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- 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 from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) 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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
Job Type: Sales Support
Location: Horsham
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- 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 from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) 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.
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- 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 from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) 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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- 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 from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) 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.
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
Job Type: Sales Support
Location: Horsham
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Key attributes to be successful within the role:
- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency within the role
- Organisational and prioritisation skills
- Strong attention to detail.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Mortgage Administrator
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
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