This job listing has expired
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- Dorset
Posted 2 months ago - Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Client Services Team
Job Type: IFA Administration
Location: Hampshire
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- 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: Shropshire
Location: Shrewsbury
Salary: Negotiable depending on experience
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 with administrative functions. This includes processing new business and liaising with external providers regarding new and existing clients.
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: 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.
-
Job Type: IFA Administration
Location: London
Based City, London
Salary £25,000-£30,000
Hours 9am-5pm
If you are an experienced Administrator who is now looking for a new challenge, then we have a role which may be suitable.
Our Client is a wealth planning IFA with offices in the City located within a 5 minute walk of Liverpool Street.
They are now looking for an experienced Administrator to join their team – no previous experience of wealth planning is required – the most important part of the role is superb attention to detail and fantastic organisational skills.
You will be supporting the team in various ways
* Organising their electronic files
* Sending out information to Clients
* Creating the meeting packs prior to clients coming into the office
* Scanning of information, answering inbound calls.
If you would like more information about the role, then please apply and then we can run through the role in more detail.
-
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Oxfordshire
Based outskirts Banbury
Hours 9am-5pm
Salary £23,000-£26,000
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 the opportunity for you…..
Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more technical experience to move into a paraplanning role
They are based in a fantastic office environment in a village on the outskirts of Banbury and after the initial training offer hybrid working.
The chance to grow and develop your career within this developing business – full exam support provided
The company and role
They are a fully independent IFA and there are 40 within the company and they work in a pod system with Adviser, Admin and Paraplanner – 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.
Please note due to the rural location you will need to be a driver.
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 / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 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 are?
- 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 is 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 13 of them in the team including a research department so there is a great opportunity for you to have full support
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
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator – Client Services Team
Job Type: IFA Administration
Location: Hampshire
Based Farnborough
Salary: £26,000 -£28,500
Do you have experience working within a pensions or investments company?
Are you looking for a new challenge where you can progress your career in a larger company?
Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
Working as part of the centralised administration & client servicing unit (currently a team of 18), the Business Support Service Administrator will meet consultant and client needs by the provision of a wide range of administrative and customer service duties.
These include-:-
Processing all servicing work in line with the Client Service Agreement Death notifications/claims, letters of authority, policy information requests, verification of identity.
Book annual review meetings Process all valuations
Servicing queries from Advisors, updates on cases, finance queries, policy information queries. Process provider queries from Advisers
The Company
Our client is a multi-award winning financial advice business, who have a highly qualified team of advisers throughout the UK who help both individual and organisations to make the best financial decisions.
Based in modern, purpose built offices with parking available
Benefits
• Life assurance • Pension – 6% Employer • Income protection • Critical illness • Private medical insurance • Family cover options • Childcare vouchers • Car Allowance • Buy/sell holiday • Cycle to work • Eye care vouchers * 1 day annual allowance for Charity work • Head office provisions of fruit & drink for staff in relaxing environment •
-
Trainee Financial Planner – Graduate or Equivalent Programme.
Job Type: IFA Administration
Location: London
Based City, London
Hours 9am-5pm
Salary £27500
Are you a Graduate or equivalent motivated to build a career in financial services? Would you thrive in an environment that can offer clear progression structure and is goal orientated?
Our client, a dynamic and ever-growing financial planner based in the city, is now looking for its next selection of trainee financial planners.
This is an exceptional opportunity for an ambitious and high-achieving individual to work with a dynamic and friendly team and relish the chance to focus on cultivating a career within Financial Planning. Beginning as a trainee financial planner, learning the ropes with administration, and then progressing through the ranks through to either senior paraplanner, or adviser – whichever you preferred. Individuals will be progressing quickly, with full support from the company to aid their development through support with exams and clear career milestones. There are clear job titles and goals to achieve with full support each step of the way to achieve your long-term goals – be that Advice or Senior Paraplanner.
The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees. This role offers fantastic scope for a bright, on-the-ball individual
Ideal for someone who is confident and outgoing with a strong commitment to self-leadership, there are fantastic opportunities to learn new skills and build valuable experience within a highly driven team.
If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.
Other benefits of this role include:
- A generous starting salary for a trainee – beginning on £27500 and raising to 30,000 after the completion of 3 exams
- 12% bonus programme – highly achievable
- Vibrant, energetic team, highly supportive and social – regular team incentives and the opportunity for those starting out to work alongside experienced individuals in admin and paraplanning hubs, to really get stuck in and be mentored.
To be considered for this role, you must have:
- Exceptional organisational skills
- Ability to manage multiple projects at any one time
- A proactive and flexible approach to work
- An enthusiastic attitude and bubbly personality
- A superb telephone manner
- Work well under pressure
- Thrive in a busy and demanding environment
- Be able to prioritise your own workload
- Have a keen eye for detail
If this role sounds as though it could well be the one you have been waiting for, please email your CV
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.
-
Investment Research Administrator / Fund Analyst
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience
Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?
Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?
Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?
Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?
If so, we may have the role for you…..
This is a fantastic opportunity for either an IFA Administrator or an Investment Administrator to gain more exposure to investment research.
Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update
Profile for the role
at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
A working knowledge of financial markets, investments and investment related administration
High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel
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 is looking for someone who has been working within their investment team and who is looking to gain more experience as an Investment Research Administrator
There are 13 of them in the team including a the IFA team
So, if you are thinking you need a fresh start then please apply and we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator – Client Services Team
Job Type: IFA Administration
Location: Hampshire
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- 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: Shropshire
Location: Shrewsbury
Salary: Negotiable depending on experience
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 with administrative functions. This includes processing new business and liaising with external providers regarding new and existing clients.
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: 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.
-
Job Type: IFA Administration
Location: London
Based City, London
Salary £25,000-£30,000
Hours 9am-5pm
If you are an experienced Administrator who is now looking for a new challenge, then we have a role which may be suitable.
Our Client is a wealth planning IFA with offices in the City located within a 5 minute walk of Liverpool Street.
They are now looking for an experienced Administrator to join their team – no previous experience of wealth planning is required – the most important part of the role is superb attention to detail and fantastic organisational skills.
You will be supporting the team in various ways
* Organising their electronic files
* Sending out information to Clients
* Creating the meeting packs prior to clients coming into the office
* Scanning of information, answering inbound calls.
If you would like more information about the role, then please apply and then we can run through the role in more detail.
IFA Administrator / Wealth Planning Administrator
Job Type: IFA Administration
Location: Shropshire
Location: Shrewsbury
Salary: Negotiable depending on experience
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 with administrative functions. This includes processing new business and liaising with external providers regarding new and existing clients.
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: 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.
Job Type: IFA Administration
Location: London
Based City, London
Salary £25,000-£30,000
Hours 9am-5pm
If you are an experienced Administrator who is now looking for a new challenge, then we have a role which may be suitable.
Our Client is a wealth planning IFA with offices in the City located within a 5 minute walk of Liverpool Street.
They are now looking for an experienced Administrator to join their team – no previous experience of wealth planning is required – the most important part of the role is superb attention to detail and fantastic organisational skills.
You will be supporting the team in various ways
* Organising their electronic files
* Sending out information to Clients
* Creating the meeting packs prior to clients coming into the office
* Scanning of information, answering inbound calls.
If you would like more information about the role, then please apply and then we can run through the role in more detail.
Practice Manager (Wealth Planning)
Job Type: Practice Manager
Location: Hampshire
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: Oxfordshire
Based outskirts Banbury
Hours 9am-5pm
Salary £23,000-£26,000
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 the opportunity for you…..
Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more technical experience to move into a paraplanning role
They are based in a fantastic office environment in a village on the outskirts of Banbury and after the initial training offer hybrid working.
The chance to grow and develop your career within this developing business – full exam support provided
The company and role
They are a fully independent IFA and there are 40 within the company and they work in a pod system with Adviser, Admin and Paraplanner – 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.
Please note due to the rural location you will need to be a driver.
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.
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IFA Administrator / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 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 are?
- 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 is 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 13 of them in the team including a research department so there is a great opportunity for you to have full support
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: Oxfordshire
Based outskirts Banbury
Hours 9am-5pm
Salary £23,000-£26,000
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 the opportunity for you…..
Our client is looking for someone who has been working within an IFA Admin role and who is looking to gain more technical experience to move into a paraplanning role
They are based in a fantastic office environment in a village on the outskirts of Banbury and after the initial training offer hybrid working.
The chance to grow and develop your career within this developing business – full exam support provided
The company and role
They are a fully independent IFA and there are 40 within the company and they work in a pod system with Adviser, Admin and Paraplanner – 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.
Please note due to the rural location you will need to be a driver.
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 / Trainee Paraplanner
Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary £28,000 -£35,000 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 are?
- 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 is 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 13 of them in the team including a research department so there is a great opportunity for you to have full support
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
Trainee IFA Administrator – Hybrid Working
- IFA Administration
- Dorset
Posted 2 months ago - Applications have closed
This job listing has expired
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Is your career getting stuck with no opportunity for growth?
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Our client, a dynamic and ever-growing financial planner based in the city, is now looking for its next selection of trainee financial planners.
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Based Farnborough
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Do you have experience working within a pensions or investments company?
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Is your career getting stuck with no opportunity for growth?
If so, then we may have the role for you?
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Are you a Graduate or equivalent motivated to build a career in financial services? Would you thrive in an environment that can offer clear progression structure and is goal orientated?
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- A generous starting salary for a trainee – beginning on £27500 and raising to 30,000 after the completion of 3 exams
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To be considered for this role, you must have:
- Exceptional organisational skills
- Ability to manage multiple projects at any one time
- A proactive and flexible approach to work
- An enthusiastic attitude and bubbly personality
- A superb telephone manner
- Work well under pressure
- Thrive in a busy and demanding environment
- Be able to prioritise your own workload
- Have a keen eye for detail
If this role sounds as though it could well be the one you have been waiting for, please email your CV
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.
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Job Type: IFA Administration
Location: London
Based outskirts Bromley
Salary – £30,000 – £35,000 depending upon experience
Are you currently working as an IFA Administrator but realised that it’s the investment side that you love?
Or are you already working as an Investment Administrator in a larger corporate and feel your career has stalled?
Or are you a recent graduate who wants to move into investment management, however doesn’t want to work in the City?
Would you like to work for a boutique firm which has both the wealth planning and investment arm of the business?
If so, we may have the role for you…..
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Support the Investment Managers in managing clients’ portfolios
Analyse investment products to develop customised financial strategies for clients’ financial needs
Monitoring the performance of current portfolios and making changes
Production of investment reports, performance analysis and benchmark comparison
Ad hoc projects and Executing ad-hoc investment instructions
Present written reports on general economic trends
Monitor, research and track financial update
Profile for the role
at least 1 year’s of experience in financial services, preferably in an investment administration or similar type role within Private Client Investment Management or Financial Planning
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High level of attention to detail, with strong analytical skills
Excellent working knowledge of Microsoft Office, in particular with Word and Excel
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