Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
-
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
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Sales Support
Location: Guildford
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
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 IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
Related Jobs
-
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
-
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.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
Location: Rochester
Wealth Planning Administrator (SJP Practice)
Location: Rochester
Salary: £32,000 – £35,000 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 9 Advisers
- They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
- You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
- You will be working closely with a range of Advisers and providing full admin support from start to finish
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.
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
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
Related Jobs
-
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.
-
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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
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.
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.
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
Job Type: Sales Support
Location: Guildford
Wealth Planning Administrator
- Sales Support
- Canford Cliffs
Posted 6 months ago
- Applications have closed
Related Jobs
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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.
-
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
-
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: 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.
Mortgage Administrator – looking to develop into IFA Administrator
Job Type: Sales Support
Location: Horsham
Job Title: Mortgage Administrator – looking to develop into IFA Administrator
Location: Horsham Office
Salary – depending on experience. £23,000 – £30,000
- Are you a skilled mortgage and/or protection administrator looking for your next challenge?
- Do you have previous experience within mortgage administration, or a sales support role.
- Perhaps you have a transferable skill set within another area of financial services and are looking to build a career within mortgage and protection and further develop into full IFA administration
If so this exciting new opportunity could be for you.
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 administrator to join their existing team, initially within the mortgage and protection side, and then further developing into a full IFA administration role.
For this role any previous experience within Mortgage and or protection admin would be highly desirable, but the role does come with the opportunity for full training and development from a dedicated 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.
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.
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 prospectsn and a high level of compensation, please email your CV with a covering letter now.
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.