This job listing has expired
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Junior Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £30,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
Would you thrive in a company that can offer clear progression, structure and support through to either adviser or chartered paraplanner?
Or, have you become a Junior Paraplanner recently and looking for more training, development and progression opportunities?
Are you frustrated by lack of exam support or options to be surrounded by other paraplanners to help with mentoring and learning, and Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner. Or equally, the role will suit someone who has recently begun their paraplanner career and looking to thrive in a supportive environment and continue to develop.
- This whole of the market, well-established business has 40 in the team and in total – and you will join as part of their paraplanner team, who all work together to support one another.
- This business prides itself on its systems and processes and is confident in its training and mentoring on offer, so you would have full support from both the team and the wider business as a whole.
- There is a clear career path, with exam and study support to complete your Diploma, become a technical paraplanner, continue to chartered if desired, or move through to advice.
The whole business also prides itself on its supportive, team approach and its fantastic staff retention.
Hybrid working is also available with 1 day from home each week.
Our agency has placed multiple people into this company, who are still there, very happy and thriving and so we know what a fantastic workplace this is…could this be your next great career move?
If you feel it could be then please apply and attach your CV for consideration.
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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: Paraplanners
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Are you currently working in the office full time and looking for more flexibility?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
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
wealth planning?
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
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 Horsham 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.
-
Job Type: Sales Support
Location: Lincolnshire
Trainee IFA Administrator
Location – Stamford, Lincolnshire
Salary: £20,000 – £24,000
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 or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stamford 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.
-
Job Type: Sales Support
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: West Sussex
Job Title: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
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)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
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.
-
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 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.
IFA Administrator / Wealth Planning Administrator – up to £35,000
Job Type: Sales Support
Location: Wimbledon
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Junior Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £30,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
Would you thrive in a company that can offer clear progression, structure and support through to either adviser or chartered paraplanner?
Or, have you become a Junior Paraplanner recently and looking for more training, development and progression opportunities?
Are you frustrated by lack of exam support or options to be surrounded by other paraplanners to help with mentoring and learning, and Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner. Or equally, the role will suit someone who has recently begun their paraplanner career and looking to thrive in a supportive environment and continue to develop.
- This whole of the market, well-established business has 40 in the team and in total – and you will join as part of their paraplanner team, who all work together to support one another.
- This business prides itself on its systems and processes and is confident in its training and mentoring on offer, so you would have full support from both the team and the wider business as a whole.
- There is a clear career path, with exam and study support to complete your Diploma, become a technical paraplanner, continue to chartered if desired, or move through to advice.
The whole business also prides itself on its supportive, team approach and its fantastic staff retention.
Hybrid working is also available with 1 day from home each week.
Our agency has placed multiple people into this company, who are still there, very happy and thriving and so we know what a fantastic workplace this is…could this be your next great career move?
If you feel it could be then please apply and attach your CV for consideration.
-
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, then please apply for the role and we can run through in more detail
-
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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.
IFA Administrator/Junior Paraplanner
Job Type: Sales Support
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
Based St Albans – Hybrid working available
Salary £30,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
Would you thrive in a company that can offer clear progression, structure and support through to either adviser or chartered paraplanner?
Or, have you become a Junior Paraplanner recently and looking for more training, development and progression opportunities?
Are you frustrated by lack of exam support or options to be surrounded by other paraplanners to help with mentoring and learning, and Would you like to work for a company who are committed to career development and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner. Or equally, the role will suit someone who has recently begun their paraplanner career and looking to thrive in a supportive environment and continue to develop.
- This whole of the market, well-established business has 40 in the team and in total – and you will join as part of their paraplanner team, who all work together to support one another.
- This business prides itself on its systems and processes and is confident in its training and mentoring on offer, so you would have full support from both the team and the wider business as a whole.
- There is a clear career path, with exam and study support to complete your Diploma, become a technical paraplanner, continue to chartered if desired, or move through to advice.
The whole business also prides itself on its supportive, team approach and its fantastic staff retention.
Hybrid working is also available with 1 day from home each week.
Our agency has placed multiple people into this company, who are still there, very happy and thriving and so we know what a fantastic workplace this is…could this be your next great career move?
If you feel it could be then please apply and attach your CV for consideration.
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Remote – 1 x DAY PER QUARTER IN THE OFFICE
Remote Working – Office based in Horsham, Sussex
Salary £33,000-£38,500 depending upon experience
Are you an experienced Diploma qualified Paraplanner?
-
Do you feel frustrated that you work so well remotely, however now you are being asked to come back into the office more?
-
Do you feel that you are not being given enough autonomy in your role?
-
Would you like to work for a company where you can come into the office once per quarter and the rest of the time work remotely?
If so, then we are working with a company who can offer you the flexibility you are looking for:-
-
Our client is offering full remote working – the office is open and you are free to come and go whenever you want – however expectations are only once per quarter. There is an initial one week training at the Head office (all accommodation costs will be provided)
-
They offer a superb range of benefits
-
Hours are 9am -5pm
If you are looking for more flexibility, then please apply for the role and we can run through in more detail
Job Type: Paraplanners
Location: London
Job Title: Paraplanner
Location – Harrow
Salary £35,000 – £45,000 + bonus
Hybrid working – 2 – 3 days working from home
Are you a Paraplanner who thoroughly enjoys the technical aspects of
paraplanning and variety in their role?
Do you prefer working primarily with one adviser?
Are you looking for a role where you can progress into Advice if desired?
Then this Paraplanning role with a well-established Financial Advisers could be the role for you.
This boutique company are a team of 8 and some of the main benefits include a
being part of a close supportive team and joining a company with impeccable staff
retention. Being involved with holistic Financial Planning and a real variety in your
role, with the primary areas of business being:
-
Investment Planning and Financial Management
-
Pension Planning pre and post retirement
-
Trusts and IHT Estate Planning
-
Group Personal Pensions and Group Risk Benefits
The role would be based at their office in Harrow where you will go in 2-3 days
week and entail:
-
Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
-
Undertaking research using their in-house investment panel
-
Proficiency with Microsoft Word, Excel and Outlook is crucial
-
Drafting suitability reports
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
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: Paraplanners
Location: Hertfordshire
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Are you currently working in the office full time and looking for more flexibility?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
-
Job Type: Sales Support
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
wealth planning?
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
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 Horsham 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.
-
Job Type: Sales Support
Location: Lincolnshire
Trainee IFA Administrator
Location – Stamford, Lincolnshire
Salary: £20,000 – £24,000
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 or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stamford 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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Essex
IFA Administrator / Wealth Planning Administrator
Location: Stansted Mountfitchet
Hybrid Working – 3 x days office
Salary: £26,000 – £32,000
Are you an IFA Administrator looking for your next role?
- Do you feel that you are underpaid or undervalued working for a larger IFA?
- Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
- Are you currently working in the office full time and looking for more flexibility?
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
- You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
- Working in an established practice with strong procedures and processes, you will be working alongside a very experienced Senior IFA Administrator in a team of 18
- The role will involve processing of new business – including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners
Requirements
- Minimum 1 year’s experience working as an IFA Administrator
- Excellent attention to detail and competent on CRM systems
- Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Job Type: Sales Support
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
wealth planning?
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
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 Horsham 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.
Job Type: Sales Support
Location: Lincolnshire
Trainee IFA Administrator
Location – Stamford, Lincolnshire
Salary: £20,000 – £24,000
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 or any other area of financial services such as protection/mortgages/investments/banking etc 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 Stamford 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.
Job Type: Sales Support
Location: London
Technical IFA Administrator / Trainee Paraplanner
- Sales Support
- Berkshire
Posted 1 month ago - Applications have closed
This job listing has expired
Related Jobs
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Job Type: Sales Support
Location: West Sussex
Job Title: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
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)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
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.
-
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 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: West Sussex
Job Title: Mortgage Administrator
Location: Horsham Office
Salary – depending on experience. £22,000 – £34,000
- Are you a skilled administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection.
- If so this exciting new opportunity could be for you.
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department. They now require an experienced administrator to join their existing mortgage and protection brokerage firm.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
The role of the Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales, and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player. The mortgage department however is a close knit team of 2 currently, and so the person for this role would need to demonstrate initiative and being able to work autonomously as well at times. Good planning and effective organisational skills with a methodical approach to work
The role comes with the opportunity to continue professional development and be supported through mortgage exams to complete the CeMap and build a skill set to include more technical aspects of mortgage adviser support, including research and suitability letter writing. The role also comes with the opportunity to develop into a mortgage and protection adviser within the business.
Duties:
- Submission and progress of mortgage applications through to legal completion and beyond.
- Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolve any queries arising.
- Submission and progression of protection applications.
- Monitoring client emails, and account management of repeat clients.
- Act as the first port of call for queries from clients, lenders and conveyancers.
- General office administration duties such as filing, faxing, photocopying, and answering the telephone.
- Support with marketing activities as required.
- Updating and maintaining systems and files.
- Working with advisors to ensure all activities meet compliance and regulatory requirements.
Experience & Qualifications
- Proven administration experience within a mortgage or financial services environment.
- Excellent communication and customer services skills.
- Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
- Attention to detail and experience of working with prescribed systems and procedures.
- Self-motivated and professional individual.
- Ability to work under pressure without supervision.
Other Information and benefits with the role
- Office hours 9am-5pm Monday to Friday with a 45min lunch break.
- Company pension scheme
- Holiday: 23 days plus bank holidays increasing each year until 25 days
- Death in Service benefit
If this role sounds of interest then please apply.
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
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)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
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.
Paraplanner – Part qualified considered
Job Type: Sales Support
Location: Hertfordshire
Job Title: Paraplanner – Part qualified considered
Hybrid working options available
Location – St Albans
Salary £35,000 – £50,000
Are you a Paraplanner who is looking to work in an established wealth planning practice who can offer the following:
- Scope to develop your career through to Adviser or Chartered Paraplanner with full exam support?
- Fantastic processes and procedures and wonderful management, leading to a positive working atmosphere and high staff retention
- Hybrid working of up to 2 days a week from home
If so, then this role may be of interest
With over 40 members in the team this company has established clients and processes.
You will be joining a company where its large enough for career development and full support from an established Paraplanning team – however small enough that you will be a valued member of a close knit team. We have placed previous candidates into this company, who are still there and thriving and the atmosphere here is highly social and supportive.
The role would be based at their office in St Albans and entail:
- Working primarily with 1 adviser but occasionally supporting other advisers as and when necessary
- Proficiency with Microsoft Word, Excel and Outlook is crucial
- Drafting suitability reports
- There is hybrid working available with 2 x days working from home. Full range of benefits and salary up to £50,000 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.