Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Wiltshire
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: 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.
-
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 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: 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.
-
Job Type: Sales Support
Location: Berkshire
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£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.
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: Wiltshire
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: 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.
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: Surrey
-
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
-
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
-
Working hours: 9am-5pm
-
Salary up to £35,000
-
23 days holiday + BH
IFA Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 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: 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.
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 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: 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.
Job Type: Sales Support
Location: Berkshire
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
- Paraplanners
- West Sussex
Posted 8 months ago
- Applications have closed
Related Jobs
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Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£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.
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: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
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.
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 experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£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.
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.