Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
Related Jobs
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Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
-
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Sales Support
Location: Wiltshire
Technical IFA Administrator
Based Bradford on Avon
Salary £25,000-£30,000
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
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.
There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.
Your day-to day role will be processing of all new business using the relevant platforms and managing the portfolios, allocations and calculations.
This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.
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.
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: London
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 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 on the outskirts of Swindon 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 Advisers 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 or IFA
- 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 then please apply.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
-
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Sales Support
Location: Wiltshire
Technical IFA Administrator
Based Bradford on Avon
Salary £25,000-£30,000
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
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.
There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.
Your day-to day role will be processing of all new business using the relevant platforms and managing the portfolios, allocations and calculations.
This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.
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: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
Job Type: Sales Support
Location: Wiltshire
Technical IFA Administrator
Based Bradford on Avon
Salary £25,000-£30,000
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
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.
There are 14 staff within the company based in beautiful refurbished offices and they offer a structured career development and exam plan based around your goals.
Your day-to day role will be processing of all new business using the relevant platforms and managing the portfolios, allocations and calculations.
This is a fantastic opportunity for any IFA administrator who loves the more technical aspects of the role and who is comfortable with numbers and with superb attention to detail.
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.
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
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IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Paraplanners
Location: Bristol
Paraplanner
Based South of Bristol
Salary – £35,000 – £42,000 depending upon experience.
- Are you an experienced Paraplanner considering your next job move?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- Would you like the opportunity to work for a Chartered company with a fantastic reputation, high staff retention, a collaborative approach with advisers and genuine progression opportunities?
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status. Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word- of-mouth recommendations from other happy clients and professional connections.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators
- The role offers the opportunity for any Paraplanner to be exposed to a great variety of work from working collaboratively with the advisers – including research, cash flow and suitability letter writing.
- You will work closely with one other experienced Paraplanner, as well as a Junior Paraplanner
- There is a clear pathway for progression into advice down the line – demonstrated by all 4 of the current Advisers beginning within an administrative role within the business.
- You will also be provided with full study support towards further exams to complete the diploma and move through to chartered if desired.
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate who can demonstrate previous experience of supporting Advisers with technical aspects such as research, cash flow and suitability letter writing is essential.
A desirable factor would be for this candidate to hold the CII Diploma in Financial Planning or equivalent or be close to completion.
If you would like to learn more about this exciting opportunity, please Apply.
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: London
Paraplanner – Diploma qualified
- Gloucestershire
Posted 4 months ago
- Applications have closed
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