Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Grimsby
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
Job Type: Sales Support
Location: Cambridgeshire
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
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 looking to work for a company that offers growth and support?
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 in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
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: Paraplanners
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Job Type: Sales Support
Location: Grimsby
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
Related Jobs
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Job Type: Sales Support
Location: London
IFA Administrator/ Wealth Planning Administrator – 2 days per week in the office
Farringdon, London
Salary £25,000 – £30,000
Are you an IFA Administrator who is now looking for their next move?
Are you looking to work on more complex cases for Ultra High Net Worth clients?
Would you like a more hybrid working situation with 1/2 days a week in the office?
Do you thrive in a close team pod system?
Would you prefer a more boutique set up, but that can offer corporate benefits such as DIS, Private Medical and Discretionary Bonuses
About the Practice
Our client is a boutique independent wealth planner, asset manager and employee benefits specialist. They are also award winning, including 2021 and 2022 best financial adviser to work for. They have been awarded Corporate Chartered status by the Chartered Insurance Institute – the industry gold standard for financial planners evidencing ethical practice, professional, competent and knowledgeable advice, and a commitment to providing service and support of the highest quality.
Purpose of role
To provide administrative support to the Private Client Directors and other members of a busy and successful client-facing team. This is a demanding role assisting the team in delivering an outstanding holistic financial planning service to new and existing HNW clients, who typically have high expectations and complex planning needs. The role will suit a confident and experienced Private Client Administrator, who enjoys working autonomously, has exceptional attention to detail and the ability to work to tight deadlines. Experience of using Intelligent Office will be advantageous.
Accountabilities
The role comprises, but is not restricted to:
Client servicing, meeting preparation and general administration
- Liaising with clients and providers for relevant paperwork and information.
- Processing client risk questionnaires.
- Recording client data on IO, ensuring information remains up to date and creating fact finds when required.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews.
- Producing accurate client portfolio valuations and statements, predominantly using Excel.
- On occasion, sitting in on client meetings and taking notes.
- Using appropriate systems and processes to submit new business to providers.
- Preparing application forms and other documents for client signing or approval, liaising with product providers to ensure all applications are received and completed.
- Complete and assist with trades and portfolio rebalancing, as required.
- Assist with cash management control on client accounts (bonds, SIPPs, etc).
- Filing the teams post and client related documents to the virtual filing cabinet.
- Printing, scanning, and posting hard copy correspondence where necessary.
- Assisting with mass mail outs to clients on behalf of the team.
- Fielding calls and email queries as appropriate, acting on all non-technical queries in a professional and timely manner, and distributing to relevant members of the support team if required.
- Assisting with all other general administration actions as required.
Compliance with FCA and company procedures
- Assist the team in complying with FCA and internal compliance procedures, ensuring all client files and information remain compliant and confidential.
- Notify the adviser of any suspicion of a complaint and follow appropriate procedures within the complaints handling process.
- Follow Anti-Money Laundering Procedures and comply with the requirements of GDPR.
- Follow risk profiling procedures, record risk profile score in iO and save risk profile to the DMS.
- Record and file all relevant correspondence.
Experience and Qualifications
The successful candidate will have:
- 2+ years’ experience working in a relevant administrative role, ideally within a financial services / IFA setting.
- Good working knowledge of iO and other systems / software used by the firm to perform the role.
- A high degree of competency in Microsoft Office packages, with an excellent working knowledge of Excel.
- Excellent written and verbal communication skills with a high level of attention to detail.
- Sufficient understanding of the needs of Financial Services teams, FCA rules and compliances in order to effectively carry out the role.
- Basic technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection.
If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Teddington
Senior IFA Administrator / Wealth Planning Administrator
Based, Teddington
Salary up to £45,000
Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is an independent wealth planning company based in Teddington.
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their close knit team of 4 and to work 1-1 with one of the Directors.
Key responsibilities of the role:-
- Processing of new business
- Managing the Advisers inbox
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Varied role, including writing templated suitability reports
Additional information
The Hours are 9am-5.30pm
Salary up to £45,000
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
Paraplanner – Diploma qualified
Job Type: Paraplanners
Location: Hereford
Paraplanner – Diploma qualified
Location: Hereford
Salary: up to £35,000 – £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the
whole process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Hereford
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Job Type: Sales Support
Location: Berkshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Job Type: Sales Support
Location: Cambridgeshire
Technical IFA Administrator / Trainee Paraplanner
- Paraplanners
- Oxfordshire
Posted 8 months ago
- Applications have closed
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IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
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 looking to work for a company that offers growth and support?
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 in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
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: Paraplanners
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
-
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 looking to work for a company that offers growth and support?
-
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 in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
-
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
Job Type: Paraplanners
Location: Bristol
Junior Paraplanner
Based South of Bristol
Salary – £27,000 – £35,000 depending upon experience.
- Are you a Junior Paraplanner or Senior IFA Administrator considering your next job move?
- Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship into a fully technical paraplanner?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any Junior Paraplanner to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced paraplanners within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, either as an IFA Administrator, or Junior Paraplanner is essential, and anyone who has begun working towards their exams through the CII or similar is desirable.
If you would like to learn more about this exciting opportunity please Apply.
Job Type: Sales Support
Location: Berkshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients