Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 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 in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
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 Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- 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 may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
-
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Job Type: Sales Support
Location: Bourne End
Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme
Bourne End – Buckinghamshire
Salary: up to £26000 DOE
Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?
Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?
Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank
The company:
An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.
This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.
The role/Requirements:
This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.
Duties will include:
- Collating client information
- Processing Investment Platform administration
- Undertaking research
- Producing client illustrations
- Helping manage the advice process through to completion.
This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems
Benefits:
- Fantastic training and development from highly experienced individuals
- Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
- A great office environment at their Bourne End premises with ample parking
- A salary of up to £26,000 depending on skills/experience
- A holiday entitlement of 24 days plus bank holidays
- A pension scheme with enhanced employer contributions
- Contributions towards training and development – full exam support and development opportunities and progression within the business.
If this role sounds like the right fit for you then please apply.
Job Type: Sales Support
Location: Berkshire
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 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 in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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.
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: London
Wealth Planning Administrator (SJP Practice)
Location: City, London
Salary: £33,000 – £40,000 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 in the City and 40 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 a range of Advisers and providing full admin support
As a Wealth Planning Administrator
- You will need previous experience within an SJP practice or IFA
- You will have experience either in a wealth planning admin role
- 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.
Job Type: Sales Support
Location: London
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
-
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.
-
Have experience working within an independent wealth management or financial planning firm.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City, London
Salary: £40,000 – £65,000
Hours: 8.30am-5:30pm – Hybrid working
Are you currently working for an SJP practice, as a part or fully qualified paraplanner?
Do you want to join somewhere with genuine options for career growth working for a SJP practice who are expanding quickly?
Would you love the opportunity to play a key role in a business as the main paraplanner, with ample administrative support?
If any of these sounds like you, then this role could be a great next step.
The role/Company:
- This SJP practice is based in the City is a well-established practice with 20 employees, and plans to continue to expand
- They are looking for an individual to join them as the main Paraplanner
- You will be working closely with 2 other Junior Paraplanner and so anyone who enjoys mentorship will also thrive in this role
- The role will involve producing full illustrations, cash flow modelling and writing in-depth suitability reports
Things to note:
- Hybrid working – 2 days working from home – however can be flexible
- 25 days holiday
- Full support with the diploma and onto Chartered exams provided.
- Annual bonus
So, if you are ready for a change to an expanding SJP practice then please apply
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: London
Senior IFA Administrator
Location: City, London
Salary: £35,000 – £45,000
Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?
Then this may be the role for you…
The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.
Main Duties:
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
Why join our client?
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
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.
-
Have experience working within an independent wealth management or financial planning firm.
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
-
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
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.
Job Type: Sales Support
Location: London
-
To be the hub of the admin function within this growing practice
-
Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
-
Working closely with all team individuals to manage processes, compliance and work flow
-
This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
-
This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) – where you will be developing and mentoring any new ifa administrators who join.
-
Of if you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own!
-
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.
-
Have experience working within an independent wealth management or financial planning firm.
Job Type: Paraplanners
Location: West Sussex
Paraplanner – Part or Fully Qualified
Based: Haywards Heath – Hybrid Working
Salary: £33,000 – £46,000 depending upon experience
We are working with an IFA who currently have 4 offices and are expanding rapidly,
Due to this expansion they have an opportunity for either a part or fully qualified Paraplanner to join their team.
The head office is on the outskirts of Brighton, however Haywards Heath is a growing
office with over 10 staff. Fully independent they have over £1.5 billion under investment
and have over 90 employees spread over the 4 offices.
They have ambitious plans for the next phase of their growth. It is therefore a fantastic
time to become part of a growing and developing IFA.
The role / Company:
- This is a varied paraplanning role – working with a range of Advisers and cases.
- You will be conducting full research, cash flow forecasting and report writing
- In the Haywards Heath office there are 6 in the client support team, 4 Advisers and with Paraplanners offering additional support from the other 3 additional offices
- There is hybrid working available – 3 days in the office, 2 days working from home
- Full exam and study support for the Diploma and Chartered exams
- Hours are 9am – 5pm
- 25 x days holiday + BH
- A range of enhanced benefits
Who this would suit:
- You can be a part of fully qualified Paraplanner
- Have a minimum of 1 years experience in a paraplanning role working across a range of cases with report writing experience
- This would suit you if you feel that your career is not developing and your range of work is not varied enough? Or, that you don’t have enough admin support or you aren’t getting enough exam or study support?
If you would like to find out more about the role or the IFA in more detail, then please apply.
Technical IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: St Albans
Technical IFA Administrator / Trainee Paraplanner
Based St Albans
Salary £33,000 -£40,000 depending upon experience
Are you a Technical IFA Administrator who wants to progress into a Paraplanning role?
- Is your salary now not reflecting your technical admin experience?
- Are you frustrated by lack of exam support or options to continue to build paraplanning skill set
Or
Are you currently a Junior paraplanner looking for a company that has clear progression structure and support through to either adviser or chartered paraplanner?
Would you like to work for a company who are committed to career development
and are looking to progress you through the business?
If so, we have the opportunity for you…..
- Our client is looking for someone who has been working within a technical IFA Admin role and who is looking to gain more experience as a Trainee Paraplanner.
- There are 40 of them in the team and you will have full support and mentoring.
- There is a clear career path, with exam and study support to complete your Diploma.
They can also offer other additional benefits such as fantastic process and procedures in place, as well as a brilliant management team, and therefore fantastic company atmosphere and high staff retention.
Our agency has placed multiple people into this company, who are still there and thriving and so we know what a fantastic work place this is…could this be your next great career move?
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 Admin/Wealth Planning Administrator
Job Type: Sales Support
Location: Bourne End
Trainee IFA Administrator
- Sales Support
- West Sussex
Posted 11 months ago
- Applications have closed
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