This job listing has expired
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 months ago - Applications have closed
Related Jobs
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
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.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
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.
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Stockport
IFA Administrator / Wealth Planning Administrator
Stockport
£24,000 – £30,000
Hybrid Working available
Are you an IFA Administrator who is now considering your next move?
- Are you fed up with working in the office full-time?
- Would you like to enjoy the benefits of flexible working and 50% home working (after completion of your probation)?
- Are you looking for a varied role where you can really add value?
If so, we can help…
Company/Role Information:
- Our client is a professional independent advisory firm which has Chartered Status
- As an IFA Administrator you will support the Financial Planners with new business processing including process transfers, top ups, withdrawals, Income,
- Contributions, Fund Switches, Bed and ISA and protection.
- You will be working in a pod system with 3 x Advisers, 2 x Administrator and 1 x Paraplanner.
- This is a very varied role – with lots of client contact, organizing the Advisers diaries, processing of new business
- Hybrid working – up to 50% home working after completion of your probation
- Hours 37.5 hours per week, but with flexible working – 26 x days holiday + your Birthday off + BH. Pension matched up to 7.5%,
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
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.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Senior Financial Services Administrator – Route into Practice Manager
Job Type: Sales Support
Location: Lincoln
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
- This is an established wealth planning practice based in Lincoln with a team of 12
- They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
- You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
- You will need previous experience within a wealth planning practice with experience of processing new business
- You will have experience of the administration of IHT and /Investment products
- You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique, Chartered firm, then please apply.
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: Northampton
Technical IFA Administrator
- Sales Support
- Wiltshire
Posted 12 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Job Type: Sales Support
Location: Corsham
Wealth Planning Administrator
Based Corsham
Hours 9am-5pm
Salary £26,000 – £28,000
Are you an experienced Wealth Planning Administrator?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current practice?
Or maybe you are looking to progress into paraplanning in the future, however
this isn’t an option at your current practice?
If so, then we may have the opportunity for you…
If so, we have the opportunity for you…..
The company and role:
Our client is looking for someone who has been working within a wealth planning role and who is looking to gain more experience.
There are 50 within the company based over four offices and they offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration.
They have expanded rapidly in the last few years, however have been very conscious to keep the ‘family feel’ of their practice.
Cultural fit is key as they are an integral part of each of the communities their office is based in.
Throughout the year there are a large number of both charity event fundraising and team socials.
They are based in a fantastic office environment in a High Street Location.
Please note due to the rural location you will need to be a driver.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: West Sussex
Technical IFA Administrator / Trainee Paraplanner
Based Horsham
Hours 9am-5pm
Salary up to £35,000 + Bonus
Are you a technical IFA Administrator who wants to progress your technical skills?
· Do you feel frustrated in your current role as you are not having the mentoring/training
to reach your next step in your career?
· Or have you been promised exams or study support, and this hasn’t materialised? Or is
your salary now not reflecting your technical admin experience?
· Would you like to work for a company who are committed to career development and
are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration
role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The
level of client care within the firm is on a completely different level and therefore it’s an
incredibly collaborative environment to work out the best plan for each client. You will also be
writing suitability reports.
There are 13 staff within the company based a purpose built refurbished office and they offer a
structured career development and exam plan based around your goals – whether that be
working towards an Advisory position or continuing to Chartered.
They have expanded rapidly in the last few years, however have been very conscious to keep
the ‘family feel’ of their practice. After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route
to through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: East Sussex
Job title: IFA Administrator / Wealth Planning Administrator
Location: Preston Park, Brighton
Salary: £25,000 – £35,000 depending upon experience
Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you.
Information on the role/company:
Our client is a wholly independent wealth planning company, who due to their expansion plans over the last few years, have recently relocated their office to Preston Park area of Brighton and also have further offices in Haywards Heath and Shoreham-on-Sea.
They are now looking for an IFA Administrator to join their team. This is an office based role, supporting the Advisers and Paraplanners in processing of new business, chasing providers, dealing with client queries and LOL’s.
As the company are expanding there is scope for fantastic career progression – whether that be into a Senior IFA admin role, gaining support for exams to move through into paraplanning (if desired).
Benefits / details of the role:
- Great location in Brighton – with parking available on a rota system
- Good sized company with scope to grow and develop your career
- Full study support and study leave to take exams
- 25 days holiday with chance to buy additional holiday
- DIS
- Private medical insurance
If this roles 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.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.