Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
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 company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, 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 will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
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.
-
Job Type: Paraplanners
Location: Wimborne
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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 / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
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
- Chasing Providers, sending out LOA’s, processing new business
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- 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.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Senior IFA Administrator/Client services Administrator.
Leighton Buzzard
Salary up to £35000 depending on experience.
Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:
- 2 Advisers/Business Owners
- 1 Operations Director
- 2 Full time and 2 Part Time Qualified Paraplanners
- 2 Full Time Administrators
- 1 Full Time Project Analyst
- 1 Part Time bookkeeper
They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team and can offer the following benefits:
- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
- Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
- Hybrid working is available, based on three days office based and two days working from home.
- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications
The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager, and may also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.
Key responsibilities / accountabilities:
- Processing of pension, investment and protection business.
- Preparation of valuations and compliance paperwork required for client reviews.
- Preparation of Annual Review packs and non-advice related follow up with clients.
- Dealing with client queries.
- Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
- Working as part of a team and assisting other team members where necessary.
- Preparation of documentation.
- Production of illustrations and cost comparisons.
Key Experience
- Ideally 3 plus years’ experience in a financial planning support role
If you think this role matches your experience and could be of interest, then please apply.
-
Job Type: Sales Support
Location: Guildford
IFA Administrator
Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
-
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work 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?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.
-
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
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 company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, 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 will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
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.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.
Job Type: Sales Support
Location: Horsham
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
- Are you a Pension Administrator looking for a move into wealth management?
- Or do you currently have some experience working within other areas of the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
If so, then this opportunity could be for you.
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 company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
The role offers the opportunity to receive full training and development through a structured development program, 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 will also have full study support and progression through to paraplanning over time if desired.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport.
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.
Job Type: Paraplanners
Location: Wimborne
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
Related Jobs
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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 / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
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
- Chasing Providers, sending out LOA’s, processing new business
-
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- 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.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Senior Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £45,000 depending upon experience
Hours: Full time, Hybrid Working 3 days in the office
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?
Would you like to join a company which offers hybrid working?
If so, then we may have the opportunity for you…
The role/Company:
This SJP practice is based near Rochester and working in an admin team of 5 you will be supporting 1-1 the Director of the business
You will be working closely with the Directors ultra high net worth client bank, so experience of working with this type of client bank is beneficial
You will be dealing with a wide range of administrative duties and client services.
As a Wealth Planning Administrator:
You will need previous experience within an SJP practice
You may have some professional qualifications already (although not essential) 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 / Wealth Planning Administrator – Either Part or Full Time
Job Type: Administrator
Location: Horsham
IFA / Wealth Planning Administrator – Either Part or Full Time
Based Horsham
Salary up to £32,000 + bonus
- Do you love organising, planning and thinking ahead?
- Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?
- Do you enjoy a collaborative approach with other team members?
Then we have the role for you…
Info on role:
Our client is a Financial Advisers, who are part of the quilter network. The company operates a well-established Wealth department and also has a small but successful mortgage department.
They now require an experienced administrator to join their existing team.
This is a full-time role 9:00am to 17:00pm Monday to Friday. The role will be based in their modern and spacious Horsham offices with free parking.
The company are fast paced due to its volume of success and prides itself on excellent customer service. A role here therefore requires someone who thrives in a busy environment and is confident with client interaction, and building client rapport. The company is a social and supportive team of 15 in total, and the role would suit someone who enjoys being a Team player.
Who this role would suit….
- This would suit either someone who is already working as an IFA Administrator who loves the client contact / admin side of the role and is happy within this function long term.
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
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
- Chasing Providers, sending out LOA’s, processing new business
Job Type: Paraplanners
Location: Birmingham
Senior Paraplanner
Birmingham (North East outskirts of City Centre)
£30,000 – £40,000 depending upon experience
Are you an experienced Paraplanner who is now considering your next move?
- Would you like to work in a truly collaborative, technical environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
- Would you like to work for an independent practice where you can use your extensive technical skills to mentor more junior Paraplanners?
- Would you like to have full admin support?
If so, we can help…
Company/Role Information
- Our client is an independent advisory firm with 30 in the Birmingham office – including 4 Administrators
- As a Paraplanner you will support the Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products.
- 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.
- Hybrid working available after probation
- Hours 9am-5pm, 25 days holiday + BH
So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills with a route to management, then please apply and we can run through the role and company in more detail.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Trainee Paraplanner
- Paraplanners
- West Sussex
Posted 1 year ago
- Applications have closed
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Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
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Job Type: Sales Support
Location: Guildford
IFA Administrator
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Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
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Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work with an Adviser so you can build and develop strong relationships with the clients?
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- 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?
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Further information:
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So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.
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Job Type: Sales Support
Location: Leighton Buzzard
Senior IFA Administrator/Client services Administrator.
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Salary up to £35000 depending on experience.
Are you currently a Senior Financial Planning Administrator or similar, looking for your next opportunity?
Do you enjoy working closely with advisers and having variety within your role, working closely with clients.
If so, this Senior IFA admin role within a close team environment and a holistic financial planning business could be a great next step.
This whole of the Market financial planning company was established in 2011, and offer holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.
The business evolved from the desire of the founders to provide a truly client focused service to all clients. Since then, the business has quickly grown by attracting other similar minded financial advisers and is now a team of 11 made up of the following:
- 2 Advisers/Business Owners
- 1 Operations Director
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- 2 Full Time Administrators
- 1 Full Time Project Analyst
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- A total of 28 days paid holiday (excluding bank holidays), 4 days must be used during the Christmas and New Year break when the office will be closed. An additional day’s holiday after 2 years’ service, up to a maximum of 31 days.
- Contracted working hours for full time employment are 9am to 5.30pm, Monday to Friday, with a 60 minute unpaid lunch break.
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- Pension contribution as per auto-enrolment legislation.
- Membership of WPA NHS Top Up Scheme, on successful completion of the six-month probationary period.
- Assistance toward studying costs for appropriate qualifications
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- Processing of pension, investment and protection business.
- Preparation of valuations and compliance paperwork required for client reviews.
- Preparation of Annual Review packs and non-advice related follow up with clients.
- Dealing with client queries.
- Performing fund switches (observed by a Director/Paraplanner)• Updating of our client database (Intelligent Office).
- Working as part of a team and assisting other team members where necessary.
- Preparation of documentation.
- Production of illustrations and cost comparisons.
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Job Type: Sales Support
Location: Guildford
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Based outskirts of Guildford – Hybrid working with 2 days from home and flexible working hours
Salary: Up to £35000 depending upon experience
Are you currenely an IFA Administrator looking for your next role?
- Do you want to work in an environment that appreciates a life/work balance?
- Would you thrive in a collaborative team environment
- Are you working in a restricted practice and looking for a move to a whole of the market independent practice to continue to develop.
If so, this opportunity could be the perfect match for you.
About the company and what they can offer
- They are a fully independent IFA based in a stunning barn conversion on the outskirts of
- Guildford. Within a 5-minute walk of a well linked station, and ample free onsite parking.
- They have a very collaborative approach with every client’s plan carefully considered and researched thoroughly.
- This collaborative approach applies to the team as well, with everyone in each department working closely together to ensure the best client journey.
- The Administrators will work closely with the advisers and paraplanners and benefit from a fantastic management function, with employee wellbeing at the heart – demonstrated through their high staff retention.
- They also offer flexible working with start times between 8am-10am
- 23 x days holiday + Bank Hols and discretionary bonuses
So, if the time is right to move roles into a family orientated Practice, with work life balance on offer then please apply and we can run through the role and company in more detail.
Job Type: Paraplanners
Location: Wimborne
Paraplanner
Based Wimborne, Dorset
Salary: £30,000 – £35,000
Are you a Part or Diploma qualified Paraplanner who is looking for your next move?
- Are you looking to work 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?
- Would you like to work for a larger business with a full range of benefits?
If so, we have the opportunity for you…..
The company and role:
- Our client is an Independent IFA who are now looking for a Paraplanner to join their team.
- They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to be Chartered.
The role:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisor to implement and execute client strategies.
Further information:
- Discretionary bonus
- Healthcare
- 25 days holiday + 1 x Well being day + Bday off
- 2 x days study leave per exam
So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.