This job listing has expired
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Horsham
Salary: £25,000-£32,000
Are you looking for your next challenge within financial services / wealth planning?
Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their busy fast paced practice. The role involves handling all aspects of administration and client servicing for pensions, protection and investments, and also working very closely with the paraplanners within the business. The administration team is currently made up of four people, and the new recruit would work closely within this hub working alongside the other administrators, gaining full training and mentoring where needed.
The role is based in Horsham with ample free off-street parking close by or a short walk from the station.
Experience:
• Experience within IFA administration is preferred but not essential.
• Any experience within financial services background, such as pensions, mortgages administration or working within a provider is essential
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 roles 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.
-
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 / Trainee Paraplanner
Job Type: IFA Administration
Location: Hertfordshire
Based St Albans
Salary £27,000 -£32,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you ?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
- Our client are looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 40 of them in the team and you will have full support and mentoring
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Kent
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
-
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
-
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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.
-
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
-
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to Paraplanning then please apply and then we can run through the role in more detail.
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Horsham
Salary: £25,000-£32,000
Are you looking for your next challenge within financial services / wealth planning?
Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their busy fast paced practice. The role involves handling all aspects of administration and client servicing for pensions, protection and investments, and also working very closely with the paraplanners within the business. The administration team is currently made up of four people, and the new recruit would work closely within this hub working alongside the other administrators, gaining full training and mentoring where needed.
The role is based in Horsham with ample free off-street parking close by or a short walk from the station.
Experience:
• Experience within IFA administration is preferred but not essential.
• Any experience within financial services background, such as pensions, mortgages administration or working within a provider is essential
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 roles 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.
-
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 / Trainee Paraplanner
Job Type: IFA Administration
Location: Hertfordshire
Based St Albans
Salary £27,000 -£32,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you ?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
- Our client are looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 40 of them in the team and you will have full support and mentoring
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Sussex
Location: Horsham
Salary: £25,000-£32,000
Are you looking for your next challenge within financial services / wealth planning?
Our client, a well-established independent company are looking for an IFA Administrator / Wealth Planning Administrator to join their busy fast paced practice. The role involves handling all aspects of administration and client servicing for pensions, protection and investments, and also working very closely with the paraplanners within the business. The administration team is currently made up of four people, and the new recruit would work closely within this hub working alongside the other administrators, gaining full training and mentoring where needed.
The role is based in Horsham with ample free off-street parking close by or a short walk from the station.
Experience:
• Experience within IFA administration is preferred but not essential.
• Any experience within financial services background, such as pensions, mortgages administration or working within a provider is essential
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 roles 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.
Entry level role – Trainee Wealth Management/IFA Administrator
Job Type: IFA Administration
Location: Surrey
Location: Reigate
Salary: £25,000 – £28,000
Are you a graduate or equivalent looking for your next challenge, or perhaps someone with experience within financial services, and have you considered wealth planning?
Due to continued expansion and growth, our client, a well-established Practice based in Reigate is looking for a new individual to join their friendly and supportive team, as a trainee IFA Administrator / Wealth Planning Administrator.
For this role – The client would be keen to connect with any graduates or equivalent looking to start their career within wealth planning.
Any transferable skills from working within any area of financial services would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their existing skills across to an IFA environment.
The main benefits of this role includes the ultra-friendly, warm and supportive team and the option for anyone with a transferable skillset within financial services or customer services, to build and grow their skills and become proficient in all aspects of IFA Administration and Client Services.
Key attributes to be successful within the role:
- Strong work ethic
- strong customer services background
- 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 / Trainee Paraplanner
Job Type: IFA Administration
Location: Hertfordshire
Based St Albans
Salary £27,000 -£32,000 depending upon experience
Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you ?
- Or have you been promised exams or study support and this hasn’t materialised?
- Or is your salary now not reflecting your technical admin experience?
Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have the opportunity for you…..
- Our client are looking for someone who has been working within an IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner, working to write up suitability reports
- There are 40 of them in the team and you will have full support and mentoring
So if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Kent
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
-
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
-
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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.
IFA Administrator / Wealth Planning Administrator – Office Based
Job Type: IFA Administration
Location: London
Location: London City
Salary: £25,000 – £33,000 DOE
If you are currently working as an experienced IFA Administrator who enjoys working as part of a close-knit team and is passionate about the wealth planning industry, then we may have the perfect job for you.
You will be working closely within the Paraplanning team, alongside Advisers as administration support for all cases going through the practice.
Our client is very supportive and offers progression within the role to a paraplanning position in the future.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant.
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- 1 years’ experience within a similar role in Financial Services / Wealth Planning.
- Broad and current knowledge of financial services and financial planning.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain `calm and work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads and meet deadlines
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high-quality operational process, as well as business profit.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
IFA Administrator / Wealth Planning Administrator – 2 days Home Working
Job Type: IFA Administration
Location: London
Location: London
Salary: Dependent on your experience.
Are you looking for your next challenge within financial services/wealth planning?
Due to expansion over the past 18 months, one of our oldest clients based in the city is now looking to recruit an experienced IFA Administrator.
The ideal candidate must have at least 1 years’ experience as an IFA Administrator.
This role offers 2 days home based working and 3 days office based and comes with superb benefits.
This position offers a great opportunity to work within an established financial services team and would suit anyone with the genuine desire to contribute to the future development of the business.
Key attributes to be successful within the role:
- Strong work ethic
- Good telephone manner
- Experience of dealing with customers both written and verbally
- 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.
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
Technical IFA Administrator / Trainee Paraplanner – Hybrid Working
- IFA Administration
- South West, Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
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Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
-
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to Paraplanning then please apply and then we can run through the role in more detail.
Technical IFA Administrator – Hybrid Working
Job Type: IFA Administration
Location: Buckinghamshire
Location: Marlow
Salary: £30,000 – £40,000
Are you looking for your next challenge within financial services which offers a clear progression path into Paraplanning and Advice?
Our client, a well-established firm are looking for an experienced IFA Administrator, who has good technical insight, to join their friendly team, providing the highest quality of support to the Financial Planners.
Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.
Purpose of Role:
- To guide administration and Paraplanning teams on a day to day basis to ensure the smooth running of a busy financial planning practice ensuring systems and processes are adhered to.
- Oversight of administration work flows to ensure work is being managed within
- reasonable timescales.
- Be proactive in identifying any potential issues before they arise, identifying any obstacles and finding a solution before it becomes problematic; strengthening working relationships.
- To coach and mentor members of the non-sales team, driving the team to continually seek process improvements and efficiency savings.
- Involvement with local support team recruitment, induction, training and development.
- Performance management of team, including managing absence and sickness.
- To provide an efficient private client and corporate administration and technical support
- service to a team of financial planners and clients.
- Continually provide a high quality service to the advisers and clients in the processing of new business and the ongoing servicing of existing clients, continually striving to exceed
- expectations.
- Ensure a constant dialogue is maintained with all parties involved and provide regular updates in order to manage adviser/client expectations.
Key Responsibilities:
- Point of contact for administration support team for any queries on systems/technical questions – ensure queries are dealt with quickly and efficiently, allowing tasks to be progressed with no impact on workflows.
- Ensure processes are followed through to fruition by liaising with the support teams to ensure each team member fully understands where their input is required in the “advice process” and ultimately get business across the line as soon as possible.
- Ensure all business transacted by the team is compliant
- Provide support to each team member to aid their knowledge and development; aiding the teams to become more self-sufficient and therefore more efficient.
- Support new joiners through their probation and training programme.
- Carry out regular performance reviews, implementing goals and realistic objectives to work
- towards whilst providing direction and support in achieving this.
- Ensure team comply with internal mandatory training programmes.
Skills & Qualifications:
- Broad and current knowledge of financial services and financial planning.
- Good people management skills.
- Excellent interpersonal skills, both oral and written.
- Confident and self-assured with a positive approach to change, ability to remain calm and
- work well under pressure.
- Detailed and accurate in every aspect of the role.
- Good knowledge of Microsoft Office/IT skills.
- Good planning and organisational skills, with the ability to organise and prioritise workloads
- and meet deadlines.
- Proactive and flexible in their approach to work and willing to go the extra mile.
- Self-driven, results-oriented with a positive outlook.
- A clear focus on delivering a high quality operational process, as well as business profit.
- Empathic communicator, able to see things from the other person’s point of view.
- Customer focused, ensuring positive customer experience is at the core of all activities undertaken.
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.
IFA Administrator / Junior Paraplanner – Flexible WFH – 3 days
Job Type: IFA Administration
Location: Shropshire
Location: Telford
Salary: £26,000 – £35,000
Are you looking for your next challenge within financial services?
Our client is looking for a bright, conscientious individual to join our client friendly team. As this role will be supporting the IFA’s and Paraplanners this role is extremely varied.
The core responsibilities of the role are to develop long term relationships with the firm’s clients and to support our Financial Advisers and Paraplanners . This includes processing new business and liaising with external providers regarding new and existing clients.
This role comes with many benefits including full exam support with clear progression path.
Main Duties
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices.
- Deliver training to new employees as defined in the company’s Business processes.
- Processing new business including obtaining initial quotations, checking and sending off application forms, monitoring and chasing all outstanding items, and issuing
- policy documentation on completion.
- Preparing client valuations – gathering details of client holdings and updating database accordingly.
- Carry out research into possible solutions for clients.
- Creating and maintaining client files and records.
- Meet and greet Clients.
- Carry out any other duties which fall within the broad spirit, scope and purpose of this job description and which are commensurate with the post.
- Maintain appropriate CPD.
Personal Attributes
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Have an interest in financial markets.
- Can work on your own initiative and as part of a team.
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Be a good “team player”.
- Able to manage priorities/deadlines.
- Have a methodical, ordered and structured approach to tasks.
Experience / Qualifications
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator.
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational and record keeping skills.
- Ability to liaise in a professional and concise manner.
- Have experience working within an independent wealth management or financial planning firm.
- Comprehensive industry experience/knowledge – pensions, investments and
- taxation etc.
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.
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Surrey
Based Wallington
Hours 9am-5pm
Salary £25,000-£33,000
- Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Are you stuck where you are and there isn’t the progression into paraplanning where you?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we have a role which can develop you through the next step of your career:-
They are looking for a Technical IFA Administrator / Trainee Paraplanner who they can mentor and develop through the business to eventually become an Adviser
You will be provided with full study support and exams
You will gain a full range of exposure across the whole of the market
The company and role
They are a fully independent privately owned IFA and as they are not tied the role will they offer the chance to be fully involved in fund analysis and comparisons working across multiple platforms and providers.
There is a structured career development and exam plan based around your goal of working towards either an Advisory position or continuing your exams through to Chartered.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to Paraplanning then please apply and then we can run through the role in more detail.