This job listing has expired
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Bristol
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
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: Bristol
IFA Administrator
Based South of Bristol
Salary – £25,000 – £33,000 depending upon experience/qualifications
Are you an IFA Administrator considering your next job move?
Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship for their employees?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth
recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any IFA Administrator to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced Administrators within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams (if required)
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, as an IFA Administrator is essential.
If you would like to learn more about this exciting opportunity please apply.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
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 currentpractice?
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: Reigate
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Leatherhead
Paraplanner – route to Advice
Based Leatherhead outskirts
Salary up to £45,000
Are you a part or fully qualified Paraplanner looking for a route to advice?
Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?
Are you feeling that your technical research skills aren’t being utitlised?
Do you enjoy dealing with ultra-high net clients?
If so, then we may have the role for you….
Company/Role information:
- This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
- This is an independent boutique firm with a very established client bank – with a typical ultra net worth
- Hybrid working is considered after probationary period
- Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm
So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
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 currentpractice?
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.
-
Wealth Planning Administrator – SJP experience
Job Type: Sales Support
Location: Outskirts Chatham
Wealth Planning Administrator – SJP experience
Location: Outskirts Chatham
Salary: £25,000 – £28,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Chatham and 14 in the admin team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full adminsupport
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Job Type: Sales Support
Location: Bristol
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and 40 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice
- You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Practice Operations Manager – Wealth Planning
Job Type: Sales Support
Location: London
Practice Operations Manager – Wealth Planning
Based London – Bank
Salary £50,000 – £65,000 depending upon experience + Bonus
Our client is a boutique financial planning company, who are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are a growing financial planning firm with high productivity, searching for a star performer to run the day-to-day IFA business, manage our admin and paraplanning team, and report-to and work alongside the Managing Director, and with the other Financial Advisers.
We pride ourselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
With our clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London our office is based in a busy and buzzy WeWork on Bank.
The Role
This is a senior position within the firm, working alongside the senior management team.
The ideal person will be able to work across multiple areas (compliance, operations,
business strategy, team management and workflow management management)
They are looking for an individual who has a good understanding of financial advice and the wealth management process through their own experience within different areas of wealth planning. Desirable experience would include time themselves in administration, compliance, paraplanning roles.
The individual will be the person in the business tasked with looking across all areas, considering how they fit together and discussing proposed changes with the MD. They would be able to bring ideas into the business around how to appropriately implement different processes and procedures whilst continuing to ensure their clients receive a high level of service.
You should be comfortable and confident working at a senior level, with good communication skills. You should be able to work alone, and as part of a wide team. It’s important that you can work on your own initiative and be proactive in your day-to-day role, as well as being someone who enjoys getting involved with the work as much as manging it.
Your Strengths
- Min 4 years working within an IFA practice.
- University degree.
- Impeccable written and spoken English.
- Strong communication skills, client-facing and inter-company.
- High level of numeracy.
- Technologically competent, using new software and back-office systems.
- Advanced Microsoft Office skills (including analysis and presentations) – Excel, Word, Powerpoint, Co-Pilot
- Experienced in mail-merge/bulk-emailings and Docusign and preferably, bulk client acquisitions and on-boarding.
- Comfortable in a highly productive, dynamic working environment.
- Ability to adapt and thrive under pressure while remaining focused and calm.
- Happy to muck-in as much as manage your team.
- Maintain good relationships with providers.
Your Experience
- Ideally 4 years or more in a Financial Services role, preferably within a Financial Planning business.
- Experience across a variety of roles would be welcomed, such as administration, operations, compliance and paraplanning/planning.
- They would prefer an individual who has knowledge of compliance and FCA requirements.
- Experience of managing others would also be preferable but not essential.
Responsibilities:
Operations and Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing Clients.
- Review & Optimise all Company Processes.
- Compliance – liaise between our Network and the Company to ensure policies and procedures remain compliant.
- Assist MD in annual audit of Company methodology documentation.
- Review Firm Revenue to ensure Company on track to meet annual targets.
- Assisting MD with monthly Adviser Performance Reviews.
- Manage Administration and Paraplanning Team.
- Improving the current broader client communication and engagement processes.
- Manage Client Servicing & Communication.
- People management – ability to draw together, manage and work alongside differing personalities and departments to get the best out of everyone.
HR
- Responsibility for Staff Reviews, Disciplinaries, Training and CPD.
- Managing Staff Leave and Sickness.
- Main liaison between HR support agency and the Company.
- Review and upkeep of Company HR policies and procedures.
Package:
- Full Time role
- £50,000 – £65,000 basic salary, depending on qualifications and experience
- Discretionary Bonus scheme
- 4x basic salary death in service
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
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: Bristol
IFA Administrator
Based South of Bristol
Salary – £25,000 – £33,000 depending upon experience/qualifications
Are you an IFA Administrator considering your next job move?
Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship for their employees?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth
recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any IFA Administrator to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced Administrators within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams (if required)
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, as an IFA Administrator is essential.
If you would like to learn more about this exciting opportunity please apply.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
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 currentpractice?
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.
Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Job Type:
Location: London
Job Title: Paraplanner role – Junior paraplanners, IFA Admin or Diploma qualified considered
Location: London, City
Salary: DOE – ranging between £36000 and £44000 plus up to 12% bonus
- Are you an IFA Administrator looking for your next step into Paraplanning and a company that will recognise your ability to step up into this role?
- Or perhaps you have begun your paraplanning career and are looking for a company that will truly support and encourage further and continued development
- If you are Diplom qualified, have paraplanning experince, and want to be part of a well establish company, with multiple progression options – then this role is also for you.
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.
This is truly a fantastic opportunity to join a company that we have worked with for many years. It is a varied and dynamic team of around 80 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
They are now looking for an abitious individual to join their paraplanning department, and can consider multiple levels of experince for this exciting role. You will work alongside other Paraplanners, and receive whatever mentoring and support is needed to harness your development.
This is a company that pride themselves on their clear progression paths and structures. They encourage development, provide clear milestones to keep you motivated and have an excellent managemnt system to keep you on track – pogression opportunities include moving through to Chartered, Senior Paraplanner, subject matter expert, Manager or Adviser.
Other benefits include:
- Hybrid working between home and office – after probationary period – 2 days from home
- This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
- Highly Social and supportive team and various team incentives and team events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners and someone who is working towards their Diploma in Financial Planning, or has a strong desire to start this study.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
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: Bristol
IFA Administrator
Based South of Bristol
Salary – £25,000 – £33,000 depending upon experience/qualifications
Are you an IFA Administrator considering your next job move?
Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship for their employees?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth
recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any IFA Administrator to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced Administrators within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams (if required)
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, as an IFA Administrator is essential.
If you would like to learn more about this exciting opportunity please apply.
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
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 currentpractice?
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: Reigate
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 10 months ago - Applications have closed
This job listing has expired
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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.
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