Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
-
Job Type: Paraplanners
Location: Leatherhead
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
Requirements
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
-
Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Cambridgeshire
IFA Administrator / Wealth Planning Administrator
Cambridge, Cambridgeshire
Salary up to £32,500 + bonus
Are you an experienced IFA Administrator who’s looking for hybrid working?
Would you like to work for a company that offers exceptional benefits, including 30 days
holiday + bank holidays + an additional day for wellness and your birthday off?
If so, then we have the role for you…
The role/company
Our client is a wholly independent wealth planning company based in Cambridge.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
Who this role would suit….
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
Hybrid working; 2 days working from home
Salary up to £32,500 depending on experience
Pension – Up to 5% matched employer contribution
Holiday – 30 days + BH + wellness day + birthday off
If you are looking for a whole round administration role with lots of client contact as well as superb benefits, then please apply.
-
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
-
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
Job Type: Sales Support
Location: Cambridgeshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
Processing of new business
-
This would suit someone who is able to work in a whole of the market, busy environment.
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Paraplanner – SJP – Part or Fully qualified
Job Type: Paraplanners
Location: Swindon Outskirts
Paraplanner – SJP experience – Part or Fully qualified
Location: Swindon Outskirts
Salary: £25,000 – £30,000 depending upon experience
Hours: Full time
Are you currently working for a smaller SJP practice and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
Or maybe you are currently working in an IFA but are looking to transition to SJP
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based on the outskirts of Swindon and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice or IFA
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice then please apply.
IFA Administrator / Trainee Paraplanner
Job Type: Sales Support
Location: Gloucestershire
Technical IFA Administrator / Trainee Paraplanner
Based Gloucester
Hours 9am-5pm
Salary up to £35,000 depending upon experience
Are you a technical IFA Administrator who wants to progress your technical skills?
- Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
- Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
- Would you like to work for a company who are committed to career development and are looking to progress through the business – through to advice if desired?
If so, we have the opportunity for you…..
The company and role
Our client is looking for someone who has been working within a Technical IFA Administration / Trainee Paraplanner role and who is looking to gain more technical experience.
You will be involved in technical calculations, valuations and project based client planning. The level of client care within the firm is on a completely different level and therefore it’s an incredibly collaborative environment to work out the best plan for each client. You will also be writing suitability reports.
This is a boutique wealth planning company in a rural location so you would need to drive. They offer a structured career development and exam plan based around your goals – whether that be working towards an Advisory position or continuing to Chartered.
After the initial training period then there is the possibility of hybrid working.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to through the business then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hertfordshire
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Based, Winnersh
Salary up to £32,000 + bonus
Do you love organising, planning and thinking ahead?
Are you currently working as a IFA Administrator / Wealth Planning Administrator in
financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, chartered independent wealth planning company based in Winnersh in offices based in a converted barn.
They are now looking for an experienced IFA Administrator / Wealth Planning Administrator to join their team of 15. There are 4 Advisors, 4 in the Admin team and 5 Paraplanners.
Key responsibilities of the role:-
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
Who this role would suit….
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
Additional information
The Hours are 9am-5pm
Salary up to £32,000 + discretionary bonus
Pension – 6% employer contribution
Holiday – 25 days + BH
If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.
-
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
-
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
Job Type: Sales Support
Location: Berkshire
-
Organising the Advisers diary
-
Managing the Advisers inbox
-
Planning ahead and getting everything ready for their client meetings
-
Working closely with the Advisers to ensure clients are offered exceptional care
-
Contacting existing clients to organize their annual reviews and booking into the Advisers diary
-
This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role but doesn’t want to progress into paraplanning
-
Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
IFA Administrator / Junior Paraplanner
Job Type: Sales Support
Location: West Sussex
IFA Administrator / Junior Paraplanner
Based Burgess Hill
Salary – £26,000 – £35,000 depending upon experience
Are you a Technical IFA Administrator / Junior Paraplanner?
- You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t materialised? ·
- Your skills aren’t being utilised properly and your career is not developing to the next level quick enough?
- Are you unable to gain more technical experience as you are still spending so much time on admin tasks? ·
- Do you feel frustrated that you are not using your theoretical knowledge gained in your exams in your everyday work?
If so, we have a role which can develop you through the next step of your career:
- They are looking for a Junior Paraplanner who they can mentor and develop through the business. There are 48 in the company and 7 in the paraplanning team
- You will be provided with full study support and exams
- Superb range of benefits including private medical insurance, 5% pension contributions
- Reduced working hours of 9am-1pm on Friday (subject to workloads)
- Up to 25 x days holiday + BH
- Modern offices with onsite gym, garden, parking and breakout areas
If you feel that now is the right time to consider a move, then please apply and we can run through the role in more details.
Pensions and Investment Administrator / IFA Administrator
Job Type: Sales Support
Location: West Sussex
Pensions and Investment Administrator / Wealth Planning Administrator
Based Horsham
Salary up to £30,000
Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a highly successful wealth planning company with purpose built offices based in Horsham.
They are now looking for a Wealth Planning Administrator to join their team
Key responsibilities of the role:-
- Submit pension and investments to providers online
- Planning ahead and getting everything ready for their client meetings
- Working closely with the Advisers to ensure clients are offered exceptional care
- Contacting existing clients to organize their annual reviews and booking into the Advisers diary
- Chasing Providers, sending out LOA’s, processing new business
Info on role
There are 90 at their Head Office based in Horsham with a network of Advisers.
The Hours are 9am-5pm
Salary up to £30,000
To find out more about the role and company please apply
Job Type: Paraplanners
Location: Leatherhead
Trainee IFA Administrator
- Sales Support
- Greater Manchester
Posted 1 month ago
- Applications have closed
Related Jobs
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
IFA Administrator / Wealth Planning Administrator
Location: Bradfield, Berkshire
Salary: £28,000 – £33,000
Are you an IFA Administrator looking for your next role?
-
Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
If so, we can help
Company/Role Information
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Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
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You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
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This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits
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Full exam support to complete your diploma / chartered exams
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25 days holiday – hours 9am – 5pm
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Private medical insurance, critical illness and DIS
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Ample parking at office
Requirements
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Minimum 1 year’s experience working as an IFA Administrator
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Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.
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Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Paraplanners
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: City of London
Salary: £32,000 – £40,000 depending upon experience
Hours: Full time, 4 days in the office, 1 x day working from home
Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?
Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?
Or are you feeling like your career is developing enough with your current SJP practice?
If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in the City and has over 20 in the team
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with the Paraplanners and producing full illustrations, cash flow modelling and writing in-depth suitability reports
As a Paraplanner:
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.
If you are ready for a change to an expanding SJP practice in the City, then please apply.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Berkshire
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Do you feel that you are underpaid or undervalued working for a larger IFA?
-
Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
-
Are you looking to work for a company that offers growth and support?
-
Our client is a boutique, independent IFA who have an established and expanding client bank consisting of ultra-high net worth clients
-
You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
-
Working in an established practice with strong procedures and processes, you will be working in a close knit team of 6
-
This is a dual role, between IFA Administrator duties and Trainee Paraplanner duties whilst you progress through your qualifications and gain more technical experience.
-
Full exam support to complete your diploma / chartered exams
-
25 days holiday – hours 9am – 5pm
-
Private medical insurance, critical illness and DIS
-
Ample parking at office
-
Minimum 1 year’s experience working as an IFA Administrator
-
Excellent attention to detail and competent on CRM systems
-
Fantastic telephone manner and strong inter-personal and relationship building skills
Paraplanner – 2 x days in the office
Job Type:
Location: London
Paraplanner
Location: City, London
Hybrid working – 2 days per week in the office
Salary: £35,000 – £48,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next role?
- Are you looking to work closely with an Adviser so you can build and develop strong relationships with the clients?
- Do you feel that you are not using your technical skills as much as you should be?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help…
Company/Role Information
- Our client is an established independent IFA, based in a convenient location in centre of London – 5 mins walk to City Thameslink or St Pauls tube
- They are partnered with an Accountancy practice, so whilst the wealth planning team is smaller the main company has over 50 staff in the office. You will be working in a pod system with 2 x Adviser and 1 x experienced Administrator
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Hybrid working – 2 days in the office – no set days required