This job listing has expired
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
Related Jobs
-
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
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 well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting 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
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 depending upon experience and qualifications.
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.
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.
-
Job Type: Paraplanners
Location: Hertfordshire
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Worthing, West Sussex
Salary Range: £24,000 to £26,000
Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
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 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 and may have other vacancies that will be more suited to your skill set.
-
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
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
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 well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting 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
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. 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 on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Paraplanners
Location: Oxfordshire
Technical IFA Administrator / Trainee Paraplanner
Based Wallingford, Oxfordshire
Salary £25,000 – £32,000 depending upon experience
Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
Are you stuck where you are and there isn’t the progression into paraplanning where you ?
Or have you been promised exams or study support and this hasn’t materialised?
Or is your salary now not reflecting your technical admin experience?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
-
The chance to grow and develop your career within this expanding business with full exam support provided.
-
Our client is based in a convenient location in a high street location in Wallingford
-
You will be supporting the main Adviser in preparing financial plans and report writing, fact finds, calculations and research and full exam and study support will be provided.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Pensions and Investment Administrator / Wealth Planning Administrator
Based West Bridgford
Salary up to £30,000 depending upon experience
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 well established fully independent wealth planning company, based to the South of Nottingham. They are now looking for an experienced IFA Administator to join their team.
Alongside an experienced support team, you will be supporting 7 Advisers.
- Submitting 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
There is the option for some hybrid working (if desired).
Hours are 9am-5pm with 25 days holiday.
Your experience
- Due to the busy nature of the role, you do need experience working within and IFA as an Administrator with at least 1 years experience
- Experience supporting Advisers
- Excellent communication skills and attention to detail
For more information please apply
Job Type: Paraplanners
Location: West Sussex
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
-
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 depending upon experience and qualifications.
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.
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.
Job Type: Sales Support
Location: Berkshire
Job title: Trainee financial Planner
Location: Hungerford
Salary: £26,000 – £28,000
- Are you thinking of beginning or building a career within Wealth Management?
- Do you believe financial planning is the role for you?
- Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
- Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.
If so, this opportunity could be the one for you.
Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.
The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.
Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.
This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.
The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.
Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Title: Wealth Planning / IFA Administrator –
Wimbledon – Up to £35,000
Hybrid working available
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Wimbledon, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
- Proven experience in a Wealth Planning / IFA Administrator role
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Who this role would suit: This position would suit an experienced IFA Administrator looking for a new challenge without progressing into paraplanning.
Additional Information:
- Working hours: 9am-5pm
- Salary up to £35,000
For more information about the role and practice, please apply.
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 depending upon experience and qualifications.
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.
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.
Job Type: Paraplanners
Location: Hertfordshire
Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
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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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Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment
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- Strong work ethic
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- 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 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 and may have other vacancies that will be more suited to your skill set.
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- Submit pension and investments to providers online
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Salary up to £30,000
To find out more about the role and company please apply