Technical IFA Admin / Junior Paraplanner

Overview

Technical IFA Admin / Junior Paraplanner
Location: Hertford
Salary: £30,000 – £37,500
Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?
Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?
Do you feel like you aren’t receiving the right mentoring / career support?
Would you like to work for an independent IFA who can support you into a full paraplanning role?
If so, we can help
Company/Role Information:
  • Our client is an established independent IFA, based in a convenient location in Hertford
  • The company is a boutique wealth planning practice with 8 x members of staff
  • This role is supporting mainly one Adviser and you will receive full mentoring and development to complete your Diploma
  • There is scope to develop into an Advisory role in the future
  • The hours are 9-5pm with 25 x days holiday and BH
So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support,then please apply and we can run through the role in more detail.

Related Jobs

  • Wealth Planning / IFA Administrator

    Job Type: Sales Support

    Location: West Sussex

    Technical IFA Admin / Junior Paraplanner

    Overview

    Technical IFA Admin / Junior Paraplanner
    Location: Hertford
    Salary: £30,000 – £37,500
    Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?
    Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel like you aren’t receiving the right mentoring / career support?
    Would you like to work for an independent IFA who can support you into a full paraplanning role?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Hertford
    • The company is a boutique wealth planning practice with 8 x members of staff
    • This role is supporting mainly one Adviser and you will receive full mentoring and development to complete your Diploma
    • There is scope to develop into an Advisory role in the future
    • The hours are 9-5pm with 25 x days holiday and BH
    So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support,then please apply and we can run through the role in more detail.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Lincolnshire

      IFA Administrator / Wealth Planning Administrator
      Location: Lincoln
      Hybrid Working – 2-3 days in the office (with 100% remote considered )
      Salary: £22,000 – £26,000
      Are you an IFA Administrator looking for your next role?
      • Are you currently working in the office full time and looking for more flexibility?
      • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
      If so, we can help
      Company/Role Information:
      • Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank
      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
      • Working in an established practice with strong procedures and processes within a team of 8
      • The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
      Requirements:
      • Minimum 1 year’s experience working as an IFA Administrator
      • Excellent attention to detail and competent on CRM systems
      • Fantastic telephone manner and strong inter-personal and relationship building skills
      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

      Read More

    • Wealth Planning / IFA Administrator

      Job Type: Sales Support

      Location: West Sussex

      Title: Wealth Planning / IFA Administrator
      Worthing Sussex – from £25,000 up to £30,000
      Job Summary:
       
      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
      Responsibilities:
      • Actively participate in the client annual review process
      • Process new business submissions and ensure smooth and timely business processing
      • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
      • Maintain client records and process annual review reports and new business processing using their back-office system
      • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
       
      Requirements:
      • Proven experience in a Wealth Planning / IFA Administrator role
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
       
      Additional Information:
      • Working hours: 9am-5pm
      • Salary up to £30,,000
      • 25 days holiday
      • Bonus scheme available
      For more information about the role and practice, please apply.

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    • Paraplanner – 2 x days in the office

      Job Type:

      Location: London

      Paraplanner

      Location: City, London

      Hybrid working – 2 days per week in the office

      Salary: £35,000 – £48,000 + Bonus

      Are you an experienced Diploma Qualified Paraplanner looking for your next role?

      • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      If so, we can help…

      Company/Role Information

      • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
      • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
      • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
      • Hybrid working – 2 days in the office – no set days required

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  • Paraplanner – 2 x days in the office

    Job Type:

    Location: London

    Technical IFA Admin / Junior Paraplanner

    Overview

    Technical IFA Admin / Junior Paraplanner
    Location: Hertford
    Salary: £30,000 – £37,500
    Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?
    Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel like you aren’t receiving the right mentoring / career support?
    Would you like to work for an independent IFA who can support you into a full paraplanning role?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Hertford
    • The company is a boutique wealth planning practice with 8 x members of staff
    • This role is supporting mainly one Adviser and you will receive full mentoring and development to complete your Diploma
    • There is scope to develop into an Advisory role in the future
    • The hours are 9-5pm with 25 x days holiday and BH
    So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support,then please apply and we can run through the role in more detail.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Lincolnshire

      IFA Administrator / Wealth Planning Administrator
      Location: Lincoln
      Hybrid Working – 2-3 days in the office (with 100% remote considered )
      Salary: £22,000 – £26,000
      Are you an IFA Administrator looking for your next role?
      • Are you currently working in the office full time and looking for more flexibility?
      • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
      If so, we can help
      Company/Role Information:
      • Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank
      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
      • Working in an established practice with strong procedures and processes within a team of 8
      • The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
      Requirements:
      • Minimum 1 year’s experience working as an IFA Administrator
      • Excellent attention to detail and competent on CRM systems
      • Fantastic telephone manner and strong inter-personal and relationship building skills
      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

      Read More

    • Paraplanner – 2 x days in the office

      Job Type:

      Location: London

      Paraplanner

      Location: City, London

      Hybrid working – 2 days per week in the office

      Salary: £35,000 – £48,000 + Bonus

      Are you an experienced Diploma Qualified Paraplanner looking for your next role?

      • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      If so, we can help…

      Company/Role Information

      • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
      • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
      • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
      • Hybrid working – 2 days in the office – no set days required

      Read More

    • Wealth Planning / IFA Administrator

      Job Type: Sales Support

      Location: West Sussex

      Title: Wealth Planning / IFA Administrator
      Worthing Sussex – from £25,000 up to £30,000
      Job Summary:
       
      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
      Responsibilities:
      • Actively participate in the client annual review process
      • Process new business submissions and ensure smooth and timely business processing
      • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
      • Maintain client records and process annual review reports and new business processing using their back-office system
      • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
       
      Requirements:
      • Proven experience in a Wealth Planning / IFA Administrator role
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
       
      Additional Information:
      • Working hours: 9am-5pm
      • Salary up to £30,,000
      • 25 days holiday
      • Bonus scheme available
      For more information about the role and practice, please apply.

      Read More

    Read More

  • IFA Administrator / Wealth Planning Administrator

    Job Type: Sales Support

    Location: Lincolnshire

    Technical IFA Admin / Junior Paraplanner

    Overview

    Technical IFA Admin / Junior Paraplanner
    Location: Hertford
    Salary: £30,000 – £37,500
    Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move ?
    Are you looking to work 1-1 with an Adviser so you can build and develop strong relationships with the clients?
    Do you feel like you aren’t receiving the right mentoring / career support?
    Would you like to work for an independent IFA who can support you into a full paraplanning role?
    If so, we can help
    Company/Role Information:
    • Our client is an established independent IFA, based in a convenient location in Hertford
    • The company is a boutique wealth planning practice with 8 x members of staff
    • This role is supporting mainly one Adviser and you will receive full mentoring and development to complete your Diploma
    • There is scope to develop into an Advisory role in the future
    • The hours are 9-5pm with 25 x days holiday and BH
    So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support,then please apply and we can run through the role in more detail.

    Related Jobs

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Lincolnshire

      IFA Administrator / Wealth Planning Administrator
      Location: Lincoln
      Hybrid Working – 2-3 days in the office (with 100% remote considered )
      Salary: £22,000 – £26,000
      Are you an IFA Administrator looking for your next role?
      • Are you currently working in the office full time and looking for more flexibility?
      • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
      If so, we can help
      Company/Role Information:
      • Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank
      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
      • Working in an established practice with strong procedures and processes within a team of 8
      • The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
      Requirements:
      • Minimum 1 year’s experience working as an IFA Administrator
      • Excellent attention to detail and competent on CRM systems
      • Fantastic telephone manner and strong inter-personal and relationship building skills
      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

      Read More

    • Paraplanner – 2 x days in the office

      Job Type:

      Location: London

      Paraplanner

      Location: City, London

      Hybrid working – 2 days per week in the office

      Salary: £35,000 – £48,000 + Bonus

      Are you an experienced Diploma Qualified Paraplanner looking for your next role?

      • Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
      • Do you feel that you are not using your technical skills as much as you should be?
      • Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?

      If so, we can help…

      Company/Role Information

      • Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
      • They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
      • This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
      • Hybrid working – 2 days in the office – no set days required

      Read More

    • Wealth Planning / IFA Administrator

      Job Type: Sales Support

      Location: West Sussex

      Title: Wealth Planning / IFA Administrator
      Worthing Sussex – from £25,000 up to £30,000
      Job Summary:
       
      If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Worthing, is looking for a talented and proactive administrator to join their team. As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
      Responsibilities:
      • Actively participate in the client annual review process
      • Process new business submissions and ensure smooth and timely business processing
      • Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
      • Maintain client records and process annual review reports and new business processing using their back-office system
      • Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
       
      Requirements:
      • Proven experience in a Wealth Planning / IFA Administrator role
      • Excellent attention to detail and organizational skills
      • Proficient in using back-office systems and online portals
      • Strong interpersonal and communication skills
      • Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
       
      Additional Information:
      • Working hours: 9am-5pm
      • Salary up to £30,,000
      • 25 days holiday
      • Bonus scheme available
      For more information about the role and practice, please apply.

      Read More

    Read More

Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837