Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an 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 getting 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 ?
-
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?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: Flackwell Heath
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
-
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – up to £30,000
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator –
Epsom – Up to £30,000
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 Epsom, 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:
- A team of 12 individuals
- Working hours: 9am-5pm
- Salary up to £30,000
For more information about the role and practice, please apply.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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.
IFA Administrator / Wealth Planning Administrator
Job Type:
Location: Hertfordshire
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: West Midlands
IFA Administrator / Trainee Paraplanner
Based outskirts – Wolverhampton
Salary £24,000 -£30,000 depending upon experience
Are you an 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 getting 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 ?
-
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?
If so, we have the opportunity for you…..
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
If you are thinking you need a fresh start gaining more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
IFA Administrator / Wealth Planning Administrator
Location: Borehamwood
Salary: £26,000 – £40,000 depending upon qualifications
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Would you like to work for a firm that offers two additional bonuses?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
- The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Ideally you will already have started your Diploma or looking to complete
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Job Type: Sales Support
Location: West Midlands
-
Do you feel frustrated in your current role as you are not getting 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 ?
-
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?
-
Our client are looking for someone who has been working as an IFA Administrator that is ready to gain more technical experience supporting the Paraplanner’s and Adviser’s.
-
The Practice provide a small nurturing environment for the applicant to develop and grow within the role alongside experienced staff
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
So, if you are looking for truly collaborative environment with the chance to be involved in
interesting cases/research, then please apply for the role and we can run through in more detail
Job Type: Paraplanners
Location: Flackwell Heath
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
Related Jobs
-
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.
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
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.
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
Paraplanner – Full or Part Qualified
Job Type: Sales Support
Location: West Midlands
Paraplanner
- Sales Support
- Kent
Posted 6 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – up to £30,000
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator –
Epsom – Up to £30,000
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 Epsom, 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:
- A team of 12 individuals
- Working hours: 9am-5pm
- Salary up to £30,000
For more information about the role and practice, please apply.
-
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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.
IFA Administrator / Wealth Planning Administrator – up to £30,000
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator –
Epsom – Up to £30,000
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 Epsom, 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:
- A team of 12 individuals
- Working hours: 9am-5pm
- Salary up to £30,000
For more information about the role and practice, please apply.
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Job Type: Sales Support
Location: London
Trainee Financial Planner / IFA – Graduate or Equivalent Programme.
Based City of London
Hours 9am-5pm
Salary £30,000 – £34000 – depending on skills andexperince + bonus up to 12%
Are you a graduate or equivalent motivated to build a career in financial services?
Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planning company, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning.
With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about their progression through to Adviser. Beginning as a trainee financial planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to adviser.
The company are a Chartered firm, standing at around 80 employees and one of the other fantastic benefits with this role, is the team itself. Supportive, encouraging, driven, social and fantastic staff retention. Our agency has had the pleasure of placing many individuals into the business, and watching these individuals harness the opportunity and carve out fantastic careers within the business.
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership,
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other Benefits of the role:
- A bonus of up to 12% of annual salary
- Progression through to adviser with increases in basic according to the career pathway
- 25 x days holiday + BH, Hours 9am-5pm
- After probation hybrid working
To be considered for this role, you must have:
- Degree educated (or equivalent)
- Passion for Financial Planning
- Have superb attention to detail and excellent numerical skills
Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, 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.