Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
Experience / Qualifications:
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
-
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.
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- 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.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication 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,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good 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.
If this exciting opportunity sounds like the next step for you, then please apply
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
Related Jobs
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
Experience / Qualifications:
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: London
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
-
Be computer literate, competent with Word, Excel, Outlook, etc.
-
Be an experienced financial services administrator
-
Excellent written and oral communication skills.
-
Excellent analytical and numerical skills.
-
Excellent time management, organisational, and record-keeping skills.
-
Have experience working within an independent wealth management or financial planning firm.
Job Type: Sales Support
Location: Cambridgeshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
-
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.
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: Brixworth
Paraplanner – SJP experience – Part or Fully qualified
Location: Brixworth
Salary: £32,000 – £35,000
Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
Or perhaps as a Senior Administrator, working towards the diploma, with exposure to aspects of paraplanning such as suitability letter writing, cash flow and research?
Do you want to join somewhere with genuine options for career growth through to advice if desired?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in Brixworth is a well-established boutique practice with 8 employees, and plans to continue to expand steadily.
- They are looking for an individual to join them as the mai Paraplanner, supporting two Advisers.
- You will be working closely with 1 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
- The company is looking for their next hire, due to moving their current paraplanner through to an adviser role, and so backfilling. They are very happy to follow the same process with the new hire, and steadily move this individual through to advice as well if desired.
Things to note:
Ideally fully office based although some hybrid options can be discussed. 21 days holiday, rising to 25 with each year in the business. Full support with the diploma and onto Chartered exams provided.
If you are ready for a change to an expanding SJP practice then please apply
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.
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Senior IFA Administrator / Wealth Planning Administrator – Teddington
- Sales Support
- London
Posted 8 months ago
- Applications have closed
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Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
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Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- 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.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication 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,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good 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.
If this exciting opportunity sounds like the next step for you, then please apply
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Senior IFA Admin – Looking for management role
Job Type: Sales Support
Location: London
Senior IFA Administrator – Looking for Management role.
Based London – Bank
Salary between £40,000 – £55, 000 depending upon experience
If you are currently a Senior IFA Administrator, looking for an exciting opportunity to step into management? Then we have a great opportunity for you.
Our client is a boutique and expanding financial planning company, supplying a modern financial planning experience: blending a personalised client service with modern financial tech. They are part of Best Practice IFA Group – highly established and providing advice on all aspects of financial planning.
They are now searching for a star performer to join their team in a crucial role of managing the administrators and paraplanners, and reporting to and working alongside the Directors of the business.
Anyone with a thorough understanding of IFA Administration, financial advice and the wealth management process through their own experience is essential, and ideally you will also have some experience with aspects such as workflow management, training and mentoring.
The Role
With their clients – mostly senior company executives and high-net-worth private individuals – working in-and-around the City of London their office is based in a buzzy WeWork in Bank.
Responsibilities will include:
Management
- Oversee New Business Processing.
- Manage on-going annual reviews of existing clients.
- Review & optimise all company processes.
- 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.
The role boast fantastic opportunities to develop further and could grow to include working across multiple areas such as compliance, operations and business strategy. You will work closely with the Director of the business, and he highly values initiative and a solution focussed approach, as well as enthusiasm for implementing improvements.
You should be comfortable and confident working at a senior level, with goodcommunication 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,
Package:
Full Time role
Up to £55,000 basic salary, depending on qualifications and experience
Discretionary Bonus scheme
4x basic salary death in service
25 days holiday
Hybrid working available (min 3 days in the office)
Your Strengths:
Ideally a min 3 years working within an IFA practice.
University degree or equivalent
good written and spoken English.
Strong communication skills, client-facing and inter-company.
Technologically competent, using new software and back-office systems.
Good 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.
If this exciting opportunity sounds like the next step for you, then please apply