Technical IFA Administrator / Trainee Paraplanner

Overview

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.

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    Technical IFA Administrator / Trainee Paraplanner

    Overview

    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.

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      Location: West Sussex

      Trainee IFA Administrator
      Location – Horsham
      Salary: up to £30,000 depending upon experience

      Are you a Pension Administrator or do you currently have some experience working within the
      financial services sector, and you are now looking for your next challenge and have considered
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      For this role – Any transferable skills from working within pensions or any other area of financial
      services such as Pensions/investments/banking etc would be desirable.
      Full training can be provided and so this is a fantastic opportunity for anyone looking to
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      Due to continued expansion and growth, our client, a well-established wealth planning practice
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      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
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      skills and become proficient in all aspects of IFA administration and client services.
      The role offers the opportunity to work within an established financial services company and
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      Key attributes to be successful within the role:
      · Strong work ethic
      · Thriving within a busy varied role
      · Can do attitude
      · Team player but also self-motivated and able to work on own initiative
      · Keen to learn and develop skills to ensure develop best competency within the role
      · Organisational and prioritisation skills
      · Strong attention to detail.

      If this role sounds as though it aligns with your desire to have a career within Financial Services
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      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
      and may have other vacancies that will be more suited to your skill set.

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      IFA Administrator / Wealth Planning Administrator
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      Company/Role Information
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      Benefits
      • Full exam support to complete your diploma / chartered exams
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      • Minimum 1 year’s experience working as an IFA Administrator
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      Job Title: Client Services Associate / IFA Administrator
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      Opportunity
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      Company and Role:
       
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      Technology – The TFPS is centred around the effective use of technology to streamline our processes.
      Compliance – In all aspects work within our compliance structures to better client outcomes.
      Communicate – Liaise with clients as part of the implementation of their financial plans. Answering phone calls and managing client correspondence.
      Record – Collate, update and manage client data. Including managing CRM data and registers
      Utilise and Improve Processes – Play a key role in both utilising and improving our processes and workflows.
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    Technical IFA Administrator / Trainee Paraplanner

    Overview

    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.

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      Or is your salary now not reflecting your technical admin experience?
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      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.
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      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.

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      Based Burgess Hill

      Salary – £26,000 – £35,000 depending upon experience

      Are you a Technical IFA Administrator / Junior Paraplanner?

      • You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
      • Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
      • Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
      • Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?

      If so, we have a role which can develop you through the next step of your career:

      • They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
      • You will be provided with full study support and exams
      • Superb range of benefits including private medical insurance, 5% pension contributions
      • Reduced working hours of 9am-1pm on Friday (subject to workloads)
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      If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.

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  • Paraplanner

    Job Type: Paraplanners

    Location: London

    Technical IFA Administrator / Trainee Paraplanner

    Overview

    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.

    Related Jobs

    • Trainee IFA Administrator

      Job Type: Sales Support

      Location: West Sussex

      Trainee IFA Administrator

      Location – Worthing, West Sussex

      Salary Range: £24,000 to £26,000

      Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?

      For this role – Any transferable skills from working within pensions would be desirable.

      Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment

      Due to continued expansion and growth, our client, a well-established wealth planning practice based in Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

      The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.

      Key attributes to be successful within the role:

      • Strong work ethic
      • Thriving within a busy varied role
      • Can do attitude
      • Team player but also self-motivated and able to work on own initiative
      • Keen to learn and develop skills to ensure develop best competency within the role
      • Organisational and prioritisation skills
      • Strong attention to detail.

      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV 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 and may have other vacancies that will be more suited to your skill set.

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      Job Type: Sales Support

      Location: East Sussex

      Job title: IFA Administrator / Wealth Planning Administrator

      Location: Brighton

      Salary: £23,000 – £28,000 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.

      Our client, a well-established firm are looking for an IFA Administrator / Wealth Planning Administrator to join their friendly team, providing the highest quality of support.

      Main Duties

      • Provide high quality support to team
      • Assist Advisers in the production and issuing of client advice, including liaison with product providers and undertaking product research
      • Prepare and issue client reviews including obtaining product specific information, for example switch fees and funds available and charges
      • Issue client advice, correspondence and enclosures
      • Process all new business through to conclusion
      • Maintain task schedules and tracker spreadsheets to monitor service standards
      • Adhere to the FCA’s Conduct Rules
      • Act with honesty and integrity in all dealings with clients and peers alike
      • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily, actioning or allocating to others as necessary.
      • Ensure registers and logs are kept up to date and reviewed on a regular basis.

      Benefits / details of the role

      • Great location in Brighton
      • Good sized company with scope to grow and develop your career
      • Full study support and study leave to take exams
      • 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.

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      Job Type: Sales Support

      Location: Berkshire

      Job title: Trainee financial Planner

      Location: Hungerford

      Salary: £26,000 – £28,000

      • Are you thinking of beginning or building a career within Wealth Management?
      • Do you believe financial planning is the role for you?
      • Would you relish the opportunity to join a company and gain invaluable training, development and mentoring to help establish wealth management skills, and build up your skill set into becoming a qualified financial adviser?
      • Would you enjoy working in a boutique company, with a chance to work incredibly closely with a team and most importantly an adviser keen to develop your skill set.

      If so, this opportunity could be the one for you.

      Our agency has paired up with a well-established boutique wealth management company who are part of the Openwork network – to help them with hiring their next Trainee Financial Planner into the business. The company are boutique and can provide an opportunity to work in a family owned business with family values. The owners care passionately about providing quality service to their clients and also care deeply for those who work with them. As a result there is a supportive atmosphere and a high level of staff retention.

      The role will involve examination support along with a defined track provided by Openwork in association with “hands on” learning from the client.

      Although this is a relatively small financial advisory business, it has recently bought another firm and the combined funds are in excess of £160m. There is clear evidence of career progression. As demonstrated by another young Adviser who has, over the last 4 years, progressed rapidly under the senior financial planners wing. There is ample opportunity with leads provided and a segmentation strategy that facilitates the “handing down” of clients such that newly qualified advisers have a decent foundation on which to build a viable portfolio of clients.

      This is a genuine opportunity to join a boutique company and really work with them to cultivate a career.

      The Starting salary is £26,000 rising to £30,000 once the Level 4 diploma has been achieved.

      Other benefits include the option for home working once bedded in and up to scratch with in house training, as well as life cover, critical illness cover & income protection that is paid as a group insurance package.

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects, 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 for other roles that match your preferences, as we may have something else that matches your skill set.

      Read More

    Read More

Contact us

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