Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Wiltshire
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
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.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good 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
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- 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 role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
Experience / Qualifications:
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
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 experience
Job Type: Sales Support
Location: Outskirts Chatham
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, then 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.
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Job Type: Sales Support
Location: Wiltshire
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
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.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
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.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good 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
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- 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 role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
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.
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
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.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good 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
- Relevant industry qualifications will be an advantage, but are by no means essential.
Job Type: Sales Support
Location: Grimsby
Senior IFA Administrator
Based Grimsby – Hybrid & Flexible working available
Salary – £27,000 – £34,000 depending upon experience
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Would you like to have 2 days working from home and the chance to have flexible working as well?
- 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 role/company:
- Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
- 32 in the team with 11 Advisers
- There is a clear pathway for progression through the company with a career roadmap planned
- You will be provided with full study support and exams (if desired)
- You will gain a full range of exposure across the whole of the market working with a high net worth client bank
- Employee ownership annual bonus
So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
Experience / Qualifications:
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
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.
Job Type: Sales Support
Location: London
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
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 experience
Job Type: Sales Support
Location: Outskirts Chatham
Paraplanner – Part of Fully Qualified
- Paraplanners
- Cambridgeshire
Posted 11 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, then 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.
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Based Cobham
Salary up to £35,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Cobham.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator
to join their close knit team of 10. There are 4 Administrators, 2 Paraplanners and 4 Advisers.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Additional information
The Hours are 9am-5pm
Salary up to £35,000
Holiday – 25 days + BH
Annual Discretionary bonus
Full exam support and pathway into paraplanning (if desired but not essential) If you are looking for a role where you will be a key member of the team and be part of a boutique firm, then 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.
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.