Trainee IFA Administrator

Overview

Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience

Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?

For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.

Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.

If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.

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    Trainee IFA Administrator

    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
    receive full training and development through a structured development programme.

    Key attributes to be successful within the role:
    · Strong work ethic
    · Thriving within a busy varied role
    · Can do attitude
    · Team player but also self-motivated and able to work on own initiative
    · Keen to learn and develop skills to ensure develop best competency within the role
    · Organisational and prioritisation skills
    · Strong attention to detail.

    If this role sounds as though it aligns with your desire to have a career within Financial Services
    / Wealth Planning that comes with fantastic ongoing career development prospects and a high
    level of compensation, please email your CV with a covering letter now.
    Please note that due to the high level of response; only shortlisted candidates will be
    contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
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    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
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    Key attributes to be successful within the role:
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    · Thriving within a busy varied role
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    · Organisational and prioritisation skills
    · Strong attention to detail.

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      Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
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      Due to continued expansion and growth, our client, a well-established wealth planning practice based in Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.
      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.
      The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.
      Key attributes to be successful within the role:
      • Strong work ethic
      • Thriving within a busy varied role
      • Can do attitude
      • Team player but also self-motivated and able to work on own initiative
      • Keen to learn and develop skills to ensure develop best competency within the role
      • Organisational and prioritisation skills
      • Strong attention to detail.
      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

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    Trainee IFA Administrator

    Overview

    Trainee IFA Administrator
    Location – Horsham
    Salary: up to £30,000 depending upon experience

    Are you a Pension Administrator or do you currently have some experience working within the
    financial services sector, and you are now looking for your next challenge and have considered
    wealth planning?

    For this role – Any transferable skills from working within pensions or any other area of financial
    services such as Pensions/investments/banking etc would be desirable.
    Full training can be provided and so this is a fantastic opportunity for anyone looking to
    transition their skills across to a wealth planning environment
    Due to continued expansion and growth, our client, a well-established wealth planning practice
    based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
    join their friendly and supportive team.
    The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
    option for anyone with a transferable skill set within financial services to build and grow their
    skills and become proficient in all aspects of IFA administration and client services.
    The role offers the opportunity to work within an established financial services company and
    receive full training and development through a structured development programme.

    Key attributes to be successful within the role:
    · Strong work ethic
    · Thriving within a busy varied role
    · Can do attitude
    · Team player but also self-motivated and able to work on own initiative
    · Keen to learn and develop skills to ensure develop best competency within the role
    · Organisational and prioritisation skills
    · Strong attention to detail.

    If this role sounds as though it aligns with your desire to have a career within Financial Services
    / Wealth Planning that comes with fantastic ongoing career development prospects and a high
    level of compensation, please email your CV with a covering letter now.
    Please note that due to the high level of response; only shortlisted candidates will be
    contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
    and may have other vacancies that will be more suited to your skill set.

    Related Jobs

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      Job Type: Sales Support

      Location: West Sussex

      Trainee IFA Administrator

      Location – Worthing, West Sussex

      Salary Range: £24,000 to £26,000

      Are you a Pension Administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?

      For this role – Any transferable skills from working within pensions would be desirable.

      Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment

      Due to continued expansion and growth, our client, a well-established wealth planning practice based in Worthing is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

      The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

      The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.

      Key attributes to be successful within the role:

      • Strong work ethic
      • Thriving within a busy varied role
      • Can do attitude
      • Team player but also self-motivated and able to work on own initiative
      • Keen to learn and develop skills to ensure develop best competency within the role
      • Organisational and prioritisation skills
      • Strong attention to detail.

      If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      Please note that due to the high level of response; only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.

      Read More

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      Location: Merseyside

      Senior IFA Administrator / Wealth Planning Administrator
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      Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in
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      Then we have the role for you…
      The role/company
       
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      • This would suit either some who is already working as an IFA Administrator / Wealth
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      • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
      Additional information:
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      • Flexible working hours – ability to start and leave earlier / later
      • 25 x days holiday + BH
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      If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.

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      Job Type: Sales Support

      Location: Kent

      Paraplanner
      Location: Canterbury
      Salary: £33,000 – £37,500
      Are you an experienced Paraplanner looking for your next role?
      Are you looking to work closely with the Advisers 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 across the whole of the market, bespoke reports and cash flow modelling?
      If so, we can help
      Company/Role Information:
      • Our client is an independent wealth planning company based in Canterbury in a beautiful office environment with parking available
      • The company is a boutique wealth planning company and you will be working closely with the Advisers
      • 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.
      • Full study and exam support if looking to continue to Chartered status, an annual discretionary bonus, pension scheme membership, group life and income protection. 25 days holiday + BH + an additional day off for your birthday
       
      So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.

      Read More

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837