This job listing has expired
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Flackwell Heath
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
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.
-
Financial Services Administrator
Job Type: Sales Support
Location: London
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor 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.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
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: Sales Support
Location: Northampton
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your currentpractice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £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 Hereford
- 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 andwho 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 + 6% employer pension contributions
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
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Job Type: Paraplanners
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.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
Job Type: Paraplanners
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.
Financial Services Administrator
Job Type: Sales Support
Location: London
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor 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.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
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.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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 then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Flackwell Heath
Senior Paraplanner
Flackwell Heath, Buckinghamshire
Salary up to £45,000
Are you an experienced Paraplanner looking for your next role?
Are you looking to work 1-1 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 wholly independent practice with full admin support provided?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA with a client bank built up over 25 years
- You’ll become a key member of our team, supporting our Financial Planners and mentoring our Trainee Paraplanners to ensure our clients receive the very highest standards of advice and service.
- This role is all about collaborating with the Advisor 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.
- This role is full time – however part time hours will be considered if desired.
- Hours 9am -5pm – office based. 24 days holiday + bank holiday + enhanced pension scheme
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: Sales Support
Location: Northampton
Paraplanner
- Sales Support
- London
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your currentpractice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £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 Hereford
- 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 andwho 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 + 6% employer pension contributions
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: Sales Support
Location: Northampton
Technical IFA Administrator
Based Northampton
Salary: £27,000 – £32,000 + discretionary bonus
Are you an IFA Administrator who wants to improve your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
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 Technical IFA Administrator 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 Chartered.
The role:
You will be providing comprehensive support to at least one of their advisers which would
include the following tasks;
- Preparing Client Portfolio reviews
- Fund/Plan Performance analysis
- Trades/Switches (processing through to sign off)
- Sourcing/generating provider Illustrations
- Income Modelling/Cashflow Planning (depending on experience)
- Gathering tax information/ Tax calculations
- Pension calculations (depending on experience)
- New Business (processing through to sign off)
- Drafting meeting summary communications for adviser
- Drafting Suitability Letters
- Providing any other assistance the financial adviser may require in line with company procedures.
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: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your currentpractice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £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 Hereford
- 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 andwho 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 + 6% employer pension contributions
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.