Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
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 – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
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
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
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 with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active
roles at the moment that may be more suitable.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
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?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers 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.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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: East Sussex
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Greater Manchester
Trainee IFA Administrator
Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
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?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding 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 in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
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:
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- 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?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Leatherhead
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
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 – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
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
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 – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
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
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
Related Jobs
-
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
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 with a covering letter now.
If this role isn’t of interest, then please contact us as we have a number of active
roles at the moment that may be more suitable.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
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?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers 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.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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
Operations Manager – Wealth Planning
Job Type:
Location: Outskirts
Operations Manager – Wealth Planning
Based Wetherby Outskirts
Salary £45,000 – £65,000 depending upon experience + Bonus
Our client is a firm of Independent Financial Advisers, established in 2006.
They take great care to find the highest quality individuals to join their team; you will be encouraged to bring new ideas and be empowered to deliver real value to our clients.
Their Private Client and Serious Injury Teams currently looks after c.350 clients with £420m of assets under management.
The Role – Operations Manager
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations, business strategy) and support the firm in meeting its long-term goals through effective operational and risk management.
They are looking for an individual who has a good understanding of a top-tier financial advice business and understands how the day to day operation of such a business needs to be structured
to:
– consistently deliver a 5-star service to clients
– manage risk by embedding best practice and compliance into standardised processes and client workflows
– apply improvements in technology to streamline the delivery of the client proposition and the wider running of the business.
The ideal person would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service. The individual will be the person in the business tasked with looking across all areas, considering how they fit together and implementing any agreed changes.
You should be comfortable and confident working at a senior level, with good communication skills.
You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role.
Your Strengths:
- Highly numerate
- Process and project management
- Applying technology to improve business efficiency
- Commercially minded – able to evaluate business risks and the commercial implications of operational decisions.
- xcellent interpersonal skills
Your Responsibilities:
- Managing staff training and ongoing development, HR queries and policies, resourcing levels
- Managing the company’s compliance and regulatory obligations
- Co-ordinating working groups, project managing the implementation of agreed actions and maintaining accountability
- Co-ordination of company-wide ad hoc and ongoing projects
- Managing supplier relationships
- Managing the office environment
- Managing the company’s IT infrastructure and software-as-a-service providers
- Managing the company’s activities to support client acquisition, retention and the company’s core values.
Your Experience:
- Ideally 5 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Your Qualifications
Expected:
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
Desirable:
- Level 6 Advanced Diploma in Financial Planning (or equivalent); or
- Investment Management Certificate (or equivalent); or
- Certified Financial Planner (CFP); or
- Operational or project management qualifications (e.g. PRINCE 2)
Package:
- Full Time role
- £45,000 – £65,000 basic salary, depending on qualifications and experience
- 8% employer pension contribution
- Opportunity to participate in Discretionary Bonus pool
- 4x basic salary death in service
- Comprehensive Private Medical Insurance
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Job Type: Paraplanners
Location: London
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
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?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers 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.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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: East Sussex
Paraplanner
- Paraplanners
- West Sussex
Posted 1 month ago
- Applications have closed
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Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
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IFA Administrator / Wealth Planning Administrator
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IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
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Company/Role Information
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Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
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You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
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Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
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This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
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Full exam support to complete your diploma / chartered exams
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25 days holiday – hours 9am – 5pm
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Private medical insurance, critical illness and DIS
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Minimum 1 year’s experience working as an IFA Administrator
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Job Type:
Location: Northampton
Paraplanner
Based Northampton
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Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- 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?
- Would you like to work for a larger practice with full admin support provided?
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The company and role:
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The role:
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- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Greater Manchester
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Location – Stockport
Salary: £22,000 rising to £24,000 after probation
Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stockport 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 and the chance to build strong relationships with a bank of clients.
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
-
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?
-
Are you looking to work for a company that offers growth and support?
-
Our client is a boutique, independent IFA who have an established and expanding 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 in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
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Fantastic telephone manner and strong inter-personal and relationship building skills
Job Type:
Location: Northampton
Paraplanner
Based Northampton
Salary: £33,000 – £45,000 + discretionary bonus
Are you a Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
- 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?
- Would you like to work for a larger practice with full admin support provided?
If so, we have the opportunity for you…..
The company and role:
- Our client is a Chartered Independent IFA who are now looking for a Paraplanner to join their team of 60
- This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
- There are 16 Advisers, and over 30 on the support side within the company
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
Further information:
- Full time, office-based role
- 7.5hrs per day – flexibly anytime between 8am-6pm
- DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
- 22 days holiday initially increasing to 25 days.
- Discretionary staff bonuses paid half yearly in May and October
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.