This job listing has expired
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Hampshire
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Northamptonshire
Location: Northampton
Salary: £24,000-£28,000
If you are an IFA Administrator who loves to learn and is passionate about the wealth planning industry, then we have the perfect role for you.
Our client is now looking for an IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service. Working in a friendly and supportive environment, where staff feel included and valued.
Job Role:
- Ensuring back-office systems are kept up to date, including the client portal
- Filtering financial planners’ general information, queries, phone calls and invitations
- Opening, scanning, logging and allocating incoming post
- Completing timesheets and updating adviser dashboard
- Support with business activities
- Participating in internal meetings with aim of continuous improvement
- Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
- Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
Personal Skills & Qualities
Essential
- Microsoft Word, Excel, and electronic diary management
- Knowledge of financial services products and basic compliance requirements
- Trustworthy, reliable and takes pride in their work.
- Good communicator (both verbal and written) with a pleasant telephone manner and numerate
- Highly organised, methodical and disciplined
- Self-motivated and takes personal responsibility for completing tasks
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Trainee IFA/Wealth Planning Administrator – Graduate Programme
Job Type: IFA Administration
Location: London
Based Hackney
Salary – £24,000-£28,000
Are you looking to kickstart your career within financial services? This opportunity could be the right next step for you. Our Client, currently a highly successful mortgage and wealth adviser within a family business, has recently embarked on a new adventure – setting up his own Mortgage and Wealth Management business, based in Hackney, London.
This is a fantastic opportunity for any trainee to join and become a part of an energetic, supportive close team, that currently stands at 4 people – 2 advisers, one administrator and one paraplanner. The opportunity will involve the successful new hire being trained and developing skills in all aspects of mortgage and IFA admin support to assist the 2 advisers, as the client continues to manage his built-up client bank as well as grow the business.
Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided, and the main thing is attention to detail, a can-do attitude, and a desire to learn and develop skills in Mortgages and Wealth Management.
This is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment. Equally, anyone with direct IFA experience can thrive in this position as well.
The opportunity begins with full training to understand all aspects of mortgage and wealth management admin support if needed and continued professional development will be encouraged. The client would love to see this person take on studies such as CeMap or the Diploma in Financial Planning etc – Progression opportunities through to paraplanner is an option due to the fact that the current paraplanner will look to retire in a couple of years, and so it’s a fantastic chance for anyone to continue to build on from their admin skills and take on paraplanner responsibilities later down the line, whilst taking full advantage of training and mentoring from the current paraplanner.
This business has a proven track record of progressing staff and ensuring their happiness – something we have seen first hand after our last hire into the company 6 months ago is really happy, feeling thoroughly supported and has now been handed over the responsibility of the initial training and mentoring of this new hire.
Other benefits with this role include regular staff days out, discretionary bonuses and one of the main desirable features of this role is the office space. The office is based in a shared co working office – beautifully decorated and full of life and likeminded professionals making the most of the trendy set up and communal areas. Truly an exciting setting for anyone looking to embark on their career within financial services.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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 within the 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 things that could be more suitable.
-
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 within the 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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Hybrid Working
Job Type: IFA Administration
Location: Midlands
Location: Warwick
Salary: £25,000 – £30,000 Depending on experience
Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management?
Our client is currently looking for an IFA Administrator to join their friendly team to provide efficient and effective administrative support. This encompasses the processing and management of client documentation.
The successful applicant will be joining an incredibly flexible company – benefits include flexible working and exam support with clear progression. You must have minimum of 12 months IFA Administration experience.
Job Role:
- Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
- Carry out electronic identity data verification (EIDV) of clients where appropriate.
- Chase new business applications and other client requests/transactions through to completion.
- Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
- Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
- Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
- Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
- Where required: Assist in provision of quotations, key features, applications and other relevant paperwork to advisers for their client meetings.
- Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
- Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
- Ensure all correct documentation is provided to clients in a timely manner.
- Respond promptly to queries from clients, providers and advisers.
- Process and chase death or other policy claims through to completion.
- Complete additional one off jobs when they arise.
- Promote professional behavior by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
- Ensuring health and safety policies are observed.
- Completion of other reasonable duties, as defined by the Senior Management Team.
Skills Required:
- IT literate, including all Microsoft Packages.
- Confidence to develop strong, sustainable relationships with clients, colleagues and product providers.
- Excellent written and verbal communication skills.
- Self-motivated.
- Customer focused.
- Problem Solving.
- Decision-making.
- Ability to efficiently manage priorities and workloads.
- Ability to meet strict deadlines.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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 – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- 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?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
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.
Technical IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Hampshire
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Northamptonshire
Location: Northampton
Salary: £24,000-£28,000
If you are an IFA Administrator who loves to learn and is passionate about the wealth planning industry, then we have the perfect role for you.
Our client is now looking for an IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service. Working in a friendly and supportive environment, where staff feel included and valued.
Job Role:
- Ensuring back-office systems are kept up to date, including the client portal
- Filtering financial planners’ general information, queries, phone calls and invitations
- Opening, scanning, logging and allocating incoming post
- Completing timesheets and updating adviser dashboard
- Support with business activities
- Participating in internal meetings with aim of continuous improvement
- Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
- Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
Personal Skills & Qualities
Essential
- Microsoft Word, Excel, and electronic diary management
- Knowledge of financial services products and basic compliance requirements
- Trustworthy, reliable and takes pride in their work.
- Good communicator (both verbal and written) with a pleasant telephone manner and numerate
- Highly organised, methodical and disciplined
- Self-motivated and takes personal responsibility for completing tasks
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Trainee IFA/Wealth Planning Administrator – Graduate Programme
Job Type: IFA Administration
Location: London
Based Hackney
Salary – £24,000-£28,000
Are you looking to kickstart your career within financial services? This opportunity could be the right next step for you. Our Client, currently a highly successful mortgage and wealth adviser within a family business, has recently embarked on a new adventure – setting up his own Mortgage and Wealth Management business, based in Hackney, London.
This is a fantastic opportunity for any trainee to join and become a part of an energetic, supportive close team, that currently stands at 4 people – 2 advisers, one administrator and one paraplanner. The opportunity will involve the successful new hire being trained and developing skills in all aspects of mortgage and IFA admin support to assist the 2 advisers, as the client continues to manage his built-up client bank as well as grow the business.
Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided, and the main thing is attention to detail, a can-do attitude, and a desire to learn and develop skills in Mortgages and Wealth Management.
This is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment. Equally, anyone with direct IFA experience can thrive in this position as well.
The opportunity begins with full training to understand all aspects of mortgage and wealth management admin support if needed and continued professional development will be encouraged. The client would love to see this person take on studies such as CeMap or the Diploma in Financial Planning etc – Progression opportunities through to paraplanner is an option due to the fact that the current paraplanner will look to retire in a couple of years, and so it’s a fantastic chance for anyone to continue to build on from their admin skills and take on paraplanner responsibilities later down the line, whilst taking full advantage of training and mentoring from the current paraplanner.
This business has a proven track record of progressing staff and ensuring their happiness – something we have seen first hand after our last hire into the company 6 months ago is really happy, feeling thoroughly supported and has now been handed over the responsibility of the initial training and mentoring of this new hire.
Other benefits with this role include regular staff days out, discretionary bonuses and one of the main desirable features of this role is the office space. The office is based in a shared co working office – beautifully decorated and full of life and likeminded professionals making the most of the trendy set up and communal areas. Truly an exciting setting for anyone looking to embark on their career within financial services.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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 within the 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 things that could be more suitable.
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Northamptonshire
Location: Northampton
Salary: £24,000-£28,000
If you are an IFA Administrator who loves to learn and is passionate about the wealth planning industry, then we have the perfect role for you.
Our client is now looking for an IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service. Working in a friendly and supportive environment, where staff feel included and valued.
Job Role:
- Ensuring back-office systems are kept up to date, including the client portal
- Filtering financial planners’ general information, queries, phone calls and invitations
- Opening, scanning, logging and allocating incoming post
- Completing timesheets and updating adviser dashboard
- Support with business activities
- Participating in internal meetings with aim of continuous improvement
- Understanding and adhering to the Financial Conduct Authority Tier 1 Conduct Rules
- Maintaining sufficient knowledge on regulatory matters relevant to own role and tasks (these will be explained during your induction and ongoing training & development)
Personal Skills & Qualities
Essential
- Microsoft Word, Excel, and electronic diary management
- Knowledge of financial services products and basic compliance requirements
- Trustworthy, reliable and takes pride in their work.
- Good communicator (both verbal and written) with a pleasant telephone manner and numerate
- Highly organised, methodical and disciplined
- Self-motivated and takes personal responsibility for completing tasks
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
Trainee IFA/Wealth Planning Administrator – Graduate Programme
Job Type: IFA Administration
Location: London
Based Hackney
Salary – £24,000-£28,000
Are you looking to kickstart your career within financial services? This opportunity could be the right next step for you. Our Client, currently a highly successful mortgage and wealth adviser within a family business, has recently embarked on a new adventure – setting up his own Mortgage and Wealth Management business, based in Hackney, London.
This is a fantastic opportunity for any trainee to join and become a part of an energetic, supportive close team, that currently stands at 4 people – 2 advisers, one administrator and one paraplanner. The opportunity will involve the successful new hire being trained and developing skills in all aspects of mortgage and IFA admin support to assist the 2 advisers, as the client continues to manage his built-up client bank as well as grow the business.
Any transferable skills within administration and customer service, and from working within a different role within the financial services industry is desirable but not essential. Full training can be provided, and the main thing is attention to detail, a can-do attitude, and a desire to learn and develop skills in Mortgages and Wealth Management.
This is a fantastic opportunity for anyone looking to transition their skills across to an IFA environment. Equally, anyone with direct IFA experience can thrive in this position as well.
The opportunity begins with full training to understand all aspects of mortgage and wealth management admin support if needed and continued professional development will be encouraged. The client would love to see this person take on studies such as CeMap or the Diploma in Financial Planning etc – Progression opportunities through to paraplanner is an option due to the fact that the current paraplanner will look to retire in a couple of years, and so it’s a fantastic chance for anyone to continue to build on from their admin skills and take on paraplanner responsibilities later down the line, whilst taking full advantage of training and mentoring from the current paraplanner.
This business has a proven track record of progressing staff and ensuring their happiness – something we have seen first hand after our last hire into the company 6 months ago is really happy, feeling thoroughly supported and has now been handed over the responsibility of the initial training and mentoring of this new hire.
Other benefits with this role include regular staff days out, discretionary bonuses and one of the main desirable features of this role is the office space. The office is based in a shared co working office – beautifully decorated and full of life and likeminded professionals making the most of the trendy set up and communal areas. Truly an exciting setting for anyone looking to embark on their career within financial services.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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 within the 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 things that could be more suitable.
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 within the 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.
IFA Administrator – New Business Servicing Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 – £32,000
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support New Business Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These will include:
• Processing of all new business – investments (ISA’s, Bonds, Investment Accounts), pensions, protection for individual clients and business.
• Book annual review meetings
• Raise new business invoices
• Managing pipeline – seeing the case through to completion
• New Business queries – from Advisers, clients & provider.
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
Senior IFA Administrator – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 within the 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.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Senior IFA Admin / Junior Paraplanner
- IFA Administration
- Midlands
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Hybrid Working
Job Type: IFA Administration
Location: Midlands
Location: Warwick
Salary: £25,000 – £30,000 Depending on experience
Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management?
Our client is currently looking for an IFA Administrator to join their friendly team to provide efficient and effective administrative support. This encompasses the processing and management of client documentation.
The successful applicant will be joining an incredibly flexible company – benefits include flexible working and exam support with clear progression. You must have minimum of 12 months IFA Administration experience.
Job Role:
- Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
- Carry out electronic identity data verification (EIDV) of clients where appropriate.
- Chase new business applications and other client requests/transactions through to completion.
- Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
- Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
- Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
- Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
- Where required: Assist in provision of quotations, key features, applications and other relevant paperwork to advisers for their client meetings.
- Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
- Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
- Ensure all correct documentation is provided to clients in a timely manner.
- Respond promptly to queries from clients, providers and advisers.
- Process and chase death or other policy claims through to completion.
- Complete additional one off jobs when they arise.
- Promote professional behavior by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
- Ensuring health and safety policies are observed.
- Completion of other reasonable duties, as defined by the Senior Management Team.
Skills Required:
- IT literate, including all Microsoft Packages.
- Confidence to develop strong, sustainable relationships with clients, colleagues and product providers.
- Excellent written and verbal communication skills.
- Self-motivated.
- Customer focused.
- Problem Solving.
- Decision-making.
- Ability to efficiently manage priorities and workloads.
- Ability to meet strict deadlines.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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 – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- 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?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
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.
IFA Administrator / Wealth Planning Administrator – Hybrid Working
Job Type: IFA Administration
Location: Midlands
Location: Warwick
Salary: £25,000 – £30,000 Depending on experience
Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management?
Our client is currently looking for an IFA Administrator to join their friendly team to provide efficient and effective administrative support. This encompasses the processing and management of client documentation.
The successful applicant will be joining an incredibly flexible company – benefits include flexible working and exam support with clear progression. You must have minimum of 12 months IFA Administration experience.
Job Role:
- Check and then process all new business applications and associated paperwork through to submission to Providers either electronically or via hard copy as appropriate.
- Carry out electronic identity data verification (EIDV) of clients where appropriate.
- Chase new business applications and other client requests/transactions through to completion.
- Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
- Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
- Create, manage and complete tasks on Intelligent Office in accordance with Company procedures.
- Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
- Where required: Assist in provision of quotations, key features, applications and other relevant paperwork to advisers for their client meetings.
- Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
- Receive and deal with incoming documentation or correspondence relating to clients of their select team of advisers as appropriate.
- Ensure all correct documentation is provided to clients in a timely manner.
- Respond promptly to queries from clients, providers and advisers.
- Process and chase death or other policy claims through to completion.
- Complete additional one off jobs when they arise.
- Promote professional behavior by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
- Ensuring health and safety policies are observed.
- Completion of other reasonable duties, as defined by the Senior Management Team.
Skills Required:
- IT literate, including all Microsoft Packages.
- Confidence to develop strong, sustainable relationships with clients, colleagues and product providers.
- Excellent written and verbal communication skills.
- Self-motivated.
- Customer focused.
- Problem Solving.
- Decision-making.
- Ability to efficiently manage priorities and workloads.
- Ability to meet strict deadlines.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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 – progression through to paraplanner
Job Type: IFA Administration
Location: London
Location: City of London
Salary: Negotiable depending on experience
Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role that can involve technical administrative aspects such as cash flow, valuations and analytics? With this role, you will have the opportunity to work as part of a company that recognises the value of Senior Administrators and the crucial function they play in their business.
Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.
The setup currently involves advisers and senior administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.
This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and level of responsibility in their role. However, for those looking to harness the current role and grow from it, the opportunity for growth into Paraplanner is there. The administrators can be placed on a development plan that involves them developing into handling full Paraplanner responsibilities such as the research and the suitability report writing, and having the basic administration duties passed on, which would enable them to harness the senior admin/paraplanning functions.
It’s a fantastic opportunity for anyone who thoroughly enjoys a varied technical role with progression prospects, and that would enjoy working closely with advisers in this way.
Benefits
Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.
Desirable experience
Experience within an IFA Administration role is essential.
If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.
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.
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.
If this role sounds as though it aligns with your desire to have a career that comes with
fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- 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?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
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.