Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Stockbridge
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
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. There are also more managerial/senior/team leader based roles available.
Although growing, they 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.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
-
Team Leader – Wealth Planning experience crucial.
Job Type: Sales Support
Location: Shaftesbury
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 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: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- 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 don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
-
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: 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.
Job Type: Paraplanners
Location: Stockbridge
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
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. There are also more managerial/senior/team leader based roles available.
Although growing, they 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.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
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. There are also more managerial/senior/team leader based roles available.
Although growing, they 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.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
Team Leader – Wealth Planning experience crucial.
Job Type: Sales Support
Location: Shaftesbury
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
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: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- 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 don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
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: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Harrogate
Wealth Planning Administrator
Location: Harrogate
Salary: £25,000 – £32,000 depending upon experience
Hours: Full time
- 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 don’t feel valued and looking for a wealth planning practice that prioritises staff development?
If so, then we may have the opportunity for you…
The role/Company:
- Our client is a wealth planning practice based in Harrogate
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion – already growingfrom 7 to 14 Advisers over the last 3 years
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with assigned Advisers and provide full admin support – the range of which will depend upon your experience
As a Wealth Planning Administrator:
- You will need previous experience within a wealth planning practice
- You may have taken some professional qualifications already however this is not essential
If you are ready for a change to an expanding wealth planning practice then please apply.
- Please note your application will be automatically rejected if you do not have wealth planning experience
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
Senior IFA Administrator / Wealth Planning Administrator
- Sales Support
- Teddington
Posted 4 months ago
- Applications have closed
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IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
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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.
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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.
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
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Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator seeking your next career opportunity?
Do you find yourself in a situation where:
- You desire to work for a family-oriented business that values its employees while offering excellent benefits and established processes?
- You believe your hard work isn’t reflected in your salary and know you deserve more?
- You want to be part of a company that is truly committed to your career development?
If so, we may have the perfect opportunity for you!
About the Company/Role
Our client is a well-established family-run business known for its caring and friendly approach to both clients and employees. This supportive environment ensures that everyone feels valued and included.
In this role, you will:
- Collaborate closely with the Director, providing comprehensive administrative support.
- Experience a working atmosphere that is both enjoyable and challenging—a blend of professionalism and personal touch.
- Receive ongoing support for your personal development and any necessary training for your role.
What We Offer
Join a company that values its employees and provides superb benefits, including:
- A friendly, supportive team environment where collaboration is encouraged.
- Opportunities for career progression and personal development.
- A family-oriented culture that promotes work-life balance and employee well-being.
If you are looking to thrive in a company that truly invests in its people and offers fantastic benefits and career opportunities, please apply today! We’d love to discuss this exciting role with you in more detail.
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: 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.