Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
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: 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.
-
Job Type: Paraplanners
Location: Northampton
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) 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 SJP 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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
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.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
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.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
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: 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 IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
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 Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
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
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
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: 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.
Job Type: Paraplanners
Location: Northampton
Paraplanner (Part or fully qualified considered)
- Paraplanners
- Earley
Posted 2 months ago
- Applications have closed
Related Jobs
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) 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 SJP 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.
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Job Type: Sales Support
Location: Swindon
Financial Services Administrator
Location: Swindon outskirts
Salary: £22,000 – £26,000 depending upon experience
Hours: Full time, office based
Are working for a smaller SJP practice i and are looking to join a larger practice with
more career progression?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you have IFA experience and looking to transition to SJP?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 21 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will be providing a high level of technical and administrative support to the team
- You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers
As a Financial Services Administrator:
- You will need previous experience within an SJP practice (or IFA) 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 SJP 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.