Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
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.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Horsham
Trainee Financial Adviser
Location: Horsham
Salary: Up to £50,000
Are you a Diploma Qualified Paraplanner ready to take the next step in your career towards becoming a fully qualified Financial Adviser?
Or perhaps you’re an IFA Administrator with strong exposure to the annual review process, looking to grow into a client-facing role?
If your goal is to provide advice and develop long-lasting relationships with clients, this could be the perfect opportunity for you.
The Client
Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.
The Role
In this pivotal role, you’ll take full responsibility for the annual review process of an existing portfolio of clients. You’ll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups. With around three review meetings a day, this is a fantastic opportunity to gain significant client-facing experience.Our client is looking for a Paraplanner or Administrator who’s ready to move into a Financial Adviser position. You will receive full support for your CASS status and be mentored by the firm’s Director, who is renowned for providing exceptional training and guidance to aspiring advisers.
Why Apply?
- Progression: Clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
- Mentorship: Receive hands-on mentoring from the firm’s Director, a highly experienced adviser, who will help you refine your client-facing skills and advisory knowledge.
- No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on development without the pressure of client acquisition.
- Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
Also Enjoy 9-5 working hours with free parking
What We’re Looking For
- Diploma Qualified: You must hold a diploma and have a passion for providing excellent client service.
- Client-Facing Experience: You should be comfortable building rapport with clients and working independently to manage your day-to-day responsibilities.
- Proactive and Organised: Self-motivation and an ability to work on your own initiative are essential for this role.
Interested?
If you’re ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we’d love to hear from you.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
-
Job Type: Sales Support
Location: West Sussex
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.
Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency 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.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
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.
-
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
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.
Trainee Paraplanner / Junior Paraplanner
Job Type: Paraplanners
Location: East Sussex
Trainee Paraplanner / Junior Paraplanner
Based Hailsham
Salary – £30,000 – £35,000
Are you a Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised?
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
- Are you looking for a company with a number of existing Paraplanners within the team who can mentor you?
If so, we have a role which can develop you through the next step of your career:-
- Our Client is looking for a Junior Paraplanner who they can mentor and develop through the business
- You will be provided with full study support and exams
- The company is part of a larger network where full support is available
- Based in a High Street location, they offer a range of benefits including 30 days holiday + bank holidays, private medical insurance. Hours 9am-5pm
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
Location: Horsham
Trainee Financial Adviser
Location: Horsham
Salary: Up to £50,000
Are you a Diploma Qualified Paraplanner ready to take the next step in your career towards becoming a fully qualified Financial Adviser?
Or perhaps you’re an IFA Administrator with strong exposure to the annual review process, looking to grow into a client-facing role?
If your goal is to provide advice and develop long-lasting relationships with clients, this could be the perfect opportunity for you.
The Client
Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.
The Role
In this pivotal role, you’ll take full responsibility for the annual review process of an existing portfolio of clients. You’ll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups. With around three review meetings a day, this is a fantastic opportunity to gain significant client-facing experience.Our client is looking for a Paraplanner or Administrator who’s ready to move into a Financial Adviser position. You will receive full support for your CASS status and be mentored by the firm’s Director, who is renowned for providing exceptional training and guidance to aspiring advisers.
Why Apply?
- Progression: Clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
- Mentorship: Receive hands-on mentoring from the firm’s Director, a highly experienced adviser, who will help you refine your client-facing skills and advisory knowledge.
- No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on development without the pressure of client acquisition.
- Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
Also Enjoy 9-5 working hours with free parking
What We’re Looking For
- Diploma Qualified: You must hold a diploma and have a passion for providing excellent client service.
- Client-Facing Experience: You should be comfortable building rapport with clients and working independently to manage your day-to-day responsibilities.
- Proactive and Organised: Self-motivation and an ability to work on your own initiative are essential for this role.
Interested?
If you’re ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we’d love to hear from you.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail
Job Type: Sales Support
Location: Horsham
Trainee Financial Adviser
Location: Horsham
Salary: Up to £50,000
Are you a Diploma Qualified Paraplanner ready to take the next step in your career towards becoming a fully qualified Financial Adviser?
Or perhaps you’re an IFA Administrator with strong exposure to the annual review process, looking to grow into a client-facing role?
If your goal is to provide advice and develop long-lasting relationships with clients, this could be the perfect opportunity for you.
The Client
Our client, a highly respected and established financial planning firm in Horsham, has been thriving for over 15 years. With a strong presence in the industry and a team of 15 dedicated professionals, the firm is committed to maintaining its supportive, family-like atmosphere even as it continues to grow. As part of a network, our client offers the infrastructure and resources needed to support your career development, with a culture of nurturing future advisers.
The Role
In this pivotal role, you’ll take full responsibility for the annual review process of an existing portfolio of clients. You’ll manage everything from booking meetings to leading client reviews and handling post-meeting follow-ups. With around three review meetings a day, this is a fantastic opportunity to gain significant client-facing experience.Our client is looking for a Paraplanner or Administrator who’s ready to move into a Financial Adviser position. You will receive full support for your CASS status and be mentored by the firm’s Director, who is renowned for providing exceptional training and guidance to aspiring advisers.
Why Apply?
- Progression: Clear pathway from Paraplanner to Financial Adviser, with full backing for exams and development.
- Mentorship: Receive hands-on mentoring from the firm’s Director, a highly experienced adviser, who will help you refine your client-facing skills and advisory knowledge.
- No Need to Bring Clients: Step into a role with a ready-made client base, so you can focus on development without the pressure of client acquisition.
- Supportive Environment: Be part of a firm with a collaborative team and a practice manager dedicated to your success.
Also Enjoy 9-5 working hours with free parking
What We’re Looking For
- Diploma Qualified: You must hold a diploma and have a passion for providing excellent client service.
- Client-Facing Experience: You should be comfortable building rapport with clients and working independently to manage your day-to-day responsibilities.
- Proactive and Organised: Self-motivation and an ability to work on your own initiative are essential for this role.
Interested?
If you’re ready to take the next step in your career and join a supportive firm that will help you achieve your ambitions, we’d love to hear from you.
Job Type: Sales Support
Location: London
Senior IFA Administrator – Hybrid 1-2 days office based
Based Farringdon, London
Salary £30,000 – £40,000
Are you a Senior IFA Administrator who is now looking for their next move?
Would you like a 1-1 role where you can use your technical admin experience?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working structure?
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist.
They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the
industry gold standard for financial planners evidencing ethical practice, professional, competent and
knowledgeable advice, and a commitment to providing service and support of the highest quality.
About the role
- Use appropriate systems and processes to submit new business to providers
- Assist with the preparation of meeting packs for client meetings and Annual Suitability Reviews
- Prepare application forms and other documents for client signing or approval
- Liaise with product providers to ensure all applications are received, completed carrying out switches if needed. Attend to outstanding requirements, keeping other members of the team informed as necessary
- Produce accurate client portfolio valuations and statements using Intelligent Office
- Complete and assist with trades and portfolio rebalancing, as required
- Assist with cash management control on client accounts (bonds, SIPPs, etc)
- Schedule and manage follow up tasks relating to client meetings and business submission using iO to monitor and accurately record tasks
- Ensure all client information (including meeting notes) is accurately maintained on internal
- You will be working in London 1-2 days per week (more in the initial training phase)
Experience and Qualifications
The successful candidate will have:
- 5+ years’ experience in an IFA administration role
- Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection
- Demonstrable experience of delivering client service at the highest level
- Experience of using Transact, iO or equivalent system to perform an administrative role
- Excellent IT skills with a good working knowledge of Excel
- Excellent written and verbal communication skills with a high level of attention to detail
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role
- Relevant industry qualifications will be an advantage, but are by no means essential.
Job Type: Sales Support
Location: West Sussex
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Merseyside
Posted 11 months ago
- Applications have closed
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· Strong work ethic
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/ 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.
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