This job listing has expired
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
Related Jobs
-
IFA Administrator/Wealth Management Administrator
Job Type: Sales Support
Location: Berkshire
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey – from £28,000 up to £35,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you. Our client, a boutique whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
-
Actively participate in the client annual review process
-
Process new business submissions and ensure smooth and timely business processing
-
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
-
Maintain client records and process annual review reports and new business processing using their back-office system
-
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
-
Proven experience in a Wealth Planning / IFA Administrator role
-
Excellent attention to detail and organizational skills
-
Proficient in using back-office systems and online portals
-
Strong interpersonal and communication skills
-
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
For more information about the role and practice, please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £27,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Hybrid working is also available with 2 days optional to work from home.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
-
IFA Administrator/Junior Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Lincolnshire
Trainee IFA Administrator
Location – Grimsby
Salary: £23,000 – £26,000
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Due to continued expansion and growth, our client, a well-established wealth planning practice based in Leeds is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
Key attributes to be successful within the role:
-
Strong work ethic
-
Thriving within a busy varied role
-
Can do attitude
-
Team player but also self-motivated and able to work on own initiative
-
Keen to learn and develop skills to ensure develop best competency withinthe role
-
Organisational and prioritisation skills
-
Strong attention to detail.
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 with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
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 a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
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
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
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.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers 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?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
IFA Administrator/Wealth Management Administrator
Job Type: Sales Support
Location: Berkshire
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
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.
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
Client Services Associate / IFA Administrator
Job Type: Sales Support
Location: London
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey – from £28,000 up to £35,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you. Our client, a boutique whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
-
Actively participate in the client annual review process
-
Process new business submissions and ensure smooth and timely business processing
-
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
-
Maintain client records and process annual review reports and new business processing using their back-office system
-
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
-
Proven experience in a Wealth Planning / IFA Administrator role
-
Excellent attention to detail and organizational skills
-
Proficient in using back-office systems and online portals
-
Strong interpersonal and communication skills
-
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
For more information about the role and practice, please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £27,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Hybrid working is also available with 2 days optional to work from home.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
Job Type: Sales Support
Location: Surrey
Title: Wealth Planning / IFA Administrator
Cranleigh, Surrey – from £28,000 up to £35,000
Job Summary:
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an
exciting opportunity for you. Our client, a boutique whole of the market wealth planning
company in Cranleigh, is looking for a talented and proactive administrator to join their
team. As an administrator, you will play an essential role in ensuring the smooth running of
the business process by handling new business processing, client review process, liaising
with product providers and maintaining client records.
Responsibilities:
-
Actively participate in the client annual review process
-
Process new business submissions and ensure smooth and timely business processing
-
Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
-
Maintain client records and process annual review reports and new business processing using their back-office system
-
Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Requirements:
-
Proven experience in a Wealth Planning / IFA Administrator role
-
Excellent attention to detail and organizational skills
-
Proficient in using back-office systems and online portals
-
Strong interpersonal and communication skills
-
Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
Additional Information:
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
For more information about the role and practice, please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £27,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Hybrid working is also available with 2 days optional to work from home.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: West Sussex
Job title: IFA Administrator
Salary – £22,000 to £35,000 – depending on experience.
Are you Currently working within Wealth planning or similar, and are looking for an opportunity to join a growing, Chartered wealth planners – where you can relish a varied role and ample opportunity for progression into either paraplanning or management?
Our agency is working with a Chartered financial Planning company, who are now searching for their next IFA Administrator to join their friendly team. This wonderful Financial Planning company are a boutique whole of the market company – medium sized and continuing to steadily grow their supportive team. The role would suit any individual who enjoys a varied role encompassing elements such as back office pre and post-sale administration, client servicing and working closely with advisers and paraplanners as a pinnacle part of the team. You will be part of a pool of other like minded administrators and supportive and social team atmosphere are truly one of the selling points for this role.
The role is open to someone who has experience within wealth planning administration and wants to progress through to more technical support aspects, or equally someone who is experienced and content to remain within the administration function and perhaps progress more down the managerial route moving forward.
Some key benefits to flag with this role includes the following.
- Fantastic team and working atmosphere
- Free parking included with offer of employment and a cycle to work scheme
- Full encouragement and study support towards financial planning exams
- Opportunity for progression, and they are a company well known for internally progressing their own team members to their desired goals.
- Generous discretionary bonuses each year
- PMI and DIS.
Key features of the role are detailed below:
Assisting with back-office administration. Including pre-sales related requests for illustrations, application forms and fact sheets. To process new business applications and deal with existing business-related enquiries
Key responsibilities and duties:
Client Administration
- To produce client portfolio valuations from various investment providers
- To produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
- To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
- To produce Letters of Authority for new clients to service policies
- To produce any Letters/Forms required for switches, encashments etc.
- Ensure compliance requirements are met on all new business cases
- Weekly chasing of all new business cases
- Weekly chasing of all existing business enquiries
- Scanning files onto client database records
- Maintaining client database records
General Administration
- Deal with answering telephone enquiries
- Maintaining filing systems
- Dealing with daily post
Skills and Experience
- Experience using Intelligent Office.
- IT literate and hold experience with Adobe and other paperless office software
- Numerate and literate with some knowledge various administrative systems specifically financial.
- Proven ability to demonstrate precise attention to detail.
- Experienced in managing and prioritising own workload.
- Experience of MS Office inc. Excel, Word, Outlook and Teams.
- Excellent interpersonal skills.
- Well-presented and professional in appearance.
- Excellent organisational and planning skills with the ability to multi-task.
- Have a good understanding of, and be committed to, the values and mission of ISWM Ltd.
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. Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful on this occasion. However, please keep applying as we work with some great local clients and may have something else more suited to your skill set.
IFA Administrator/Junior Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Paraplanner – part or fully qualified considered
- Sales Support
- Hertfordshire
Posted 1 month ago - Applications have closed
This job listing has expired
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Are you currently working as a IFA Administrator / Wealth Planning Administrator in
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-
Organising the Advisers diary
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Managing the Advisers inbox
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This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
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