Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Location: Cobham
Salary: Up to £35,000
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.
About the Company:
Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.
Key Responsibilities:
- Processing new business and handling client documentation
- Managing the Advisers’ inbox and keeping everything running smoothly
- Proactively preparing for client meetings, ensuring all materials and reports are ready
- Coordinating with Advisers to provide outstanding service to clients
- Organising annual reviews for clients and scheduling these into the Advisers’ diaries
Why Join This Team?
- Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
- Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
- Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
- Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.
Additional Benefits:
- Competitive salary up to £35,000 plus exceptional bonuses
- Hours: 9am – 5pm
- 25 days holiday + bank holidays
- Free on site parking provided
- Full exam support and mentorship
If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Paraplanners
Location: Bishops Stortford
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Shaftesbury
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years 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
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Location: Cobham
Salary: Up to £35,000
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.
About the Company:
Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.
Key Responsibilities:
- Processing new business and handling client documentation
- Managing the Advisers’ inbox and keeping everything running smoothly
- Proactively preparing for client meetings, ensuring all materials and reports are ready
- Coordinating with Advisers to provide outstanding service to clients
- Organising annual reviews for clients and scheduling these into the Advisers’ diaries
Why Join This Team?
- Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
- Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
- Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
- Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.
Additional Benefits:
- Competitive salary up to £35,000 plus exceptional bonuses
- Hours: 9am – 5pm
- 25 days holiday + bank holidays
- Free on site parking provided
- Full exam support and mentorship
If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
IFA Administrator / Wealth Planning Administrator
Location: Cobham
Salary: Up to £35,000
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10. This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanning—should you wish to pursue it. Our agency has recently placed someone with this wonderful company, who feels supported and is thriving in their new role and we are excited to work with them again to find their next hire.
About the Company:
Our client is a well-respected, boutique wealth planning firm with a strong reputation for delivering exceptional service to their clients. Their team is made up of 4 Administrators, 2 Paraplanners, and 4 Advisers who work closely together to ensure client needs are met with precision and care. As part of this team, you’ll collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.
Key Responsibilities:
- Processing new business and handling client documentation
- Managing the Advisers’ inbox and keeping everything running smoothly
- Proactively preparing for client meetings, ensuring all materials and reports are ready
- Coordinating with Advisers to provide outstanding service to clients
- Organising annual reviews for clients and scheduling these into the Advisers’ diaries
Why Join This Team?
- Team Culture: Be part of a friendly, supportive environment where everyone works together to achieve success.
- Technical Growth: Gain hands-on experience working on complex financial cases, helping you build your technical skills and expertise.
- Professional Development: Full support for exams, with a clear pathway into paraplanning if you choose to explore that route.
- Mentorship: Work alongside experienced professionals who are eager to guide and support your career progression.
Additional Benefits:
- Competitive salary up to £35,000 plus exceptional bonuses
- Hours: 9am – 5pm
- 25 days holiday + bank holidays
- Free on site parking provided
- Full exam support and mentorship
If you’re looking to be part of a collaborative team in a boutique firm where your contributions will be valued and your growth supported, we’d love to hear from you. Apply today!
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Shaftesbury
Wealth Planning Administrator
Based Shaftesbury
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Bishops Stortford
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
Related Jobs
-
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Paraplanners
Location: Bishops Stortford
Paraplanner Team Leader
Location – Bishops Stortford
Salary £38,000 – £52,000
If you are an experienced Paraplanner who is looking for a new challenge then this may be the right opportunity for you…
One of our long standing clients, has opened up a new office in Bishops Stortford and is now looking for a Paraplanning Team leader to join their team.
This is a fantastic opportunity to be part of a growing office and progress into a management role.
In the office they have 3 Advisers, 1 x full time Administrator and this position is crucial to the growth of the business.
Whilst this office is brand new – you will be part of an established and successful wealth planning business that has 2 offices already.
- Working primarily with 3 Advisers
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports and cash flow forecasting. Supporting and mentoring more junior Paraplanners as the office grows
- There is hybrid working available with 1.5 x days working from home (after probation). Full range of benefits and salary up to £52,000 depending upon experience and qualifications.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Canford Cliffs
Wealth Planning Administrator
Based Canford Cliffs
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Shaftesbury
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- West Sussex
Posted 2 years ago
- Applications have closed
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Hours: 9am-5:30pm
Are you currently working for an SJP practice, as a Part or fully qualified paraplanner?
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IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
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Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
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- 25 days holiday
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Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
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Job Type: Paraplanners
Location: Stockbridge
Paraplanner
Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
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- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
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About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
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- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.
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:
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If you are ready for a change to an expanding SJP practice then please apply
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
Job Type: Paraplanners
Location: Stockbridge
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Location: Stockbridge – with up to 3 days working from home
Salary: Up to £52,000 DOEAre you an experienced Paraplanner seeking a role where you can truly make an impact?
Do you value being part of a close-knit, collaborative team while maintaining a healthy work-life balance? If so, this could be the perfect opportunity for you.Our client, a well-established whole-of-market financial planning company, is excited to welcome a skilled Paraplanner to play a pivotal role in their team.
You’ll be the key technical expert, working closely with a team of four advisers, who are eager to collaborate with you as they establish a robust paraplanning function.This role offers the chance to make a real difference within the business.
As the primary Paraplanner, you’ll focus on the technical aspects, while a dedicated team of three administrators provides full support, allowing you to concentrate on what you do best.What makes this role stand out?
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued. The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 3 days of remote work per week, along with core working hours of 9 to 5.
- A key role in the business: Up Until now the Advisers have conducted their own paraplanning, but they are hugely eager to introduce a paraplanner into the team and will cooperate and collaborate with you to help build a successful paraplanning function within the business. You’ll be the go-to technical expert, with the opportunity to significantly shape the paraplanning function.
About You:The ideal candidate will have:
- Strong knowledge of the wealth planning process, including research, product, and platform expertise.
- Experience drafting suitability letters and providing high-level technical support to advisers.
- The Level 4 Diploma in Financial Planning (desirable but not essential).
If this role sounds like the next step for your career then please get in touch.