Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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 a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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.
-
Job Type: Sales Support
Location: Guildford
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- 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
- Chasing Providers, sending out LOA’s, processing new business
-
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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 a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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 a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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.
Job Type: Sales Support
Location: Guildford
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- 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
- Chasing Providers, sending out LOA’s, processing new business
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator:
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
IFA / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Key responsibilities of the role:
- Organising the Advisers diary
- 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
- Chasing Providers, sending out LOA’s, processing new business
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
Paraplanner – Part or fully qualified considered
- Paraplanners
- Reading
Posted 1 month ago
- Applications have closed
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Are you currenely an IFA Administrator looking for your next role?
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Senior Wealth Planning Administrator (SJP Practice)
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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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
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Job Type: Sales Support
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Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
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Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
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- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
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About the company and what they can offer
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- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
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Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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.