Wealth Planning Adminsitrator

  • Sales Support
  • Swindon
  • Posted 1 week ago

Overview

Financial Services Administrator

Location: Swindon outskirts

Salary: £22,000 – £26,000 depending upon experience

Hours: Full time, office based

Are working for a smaller SJP practice i and are looking to join a larger practice with

more career progression?

Or are you feeling like your career is developing enough with your current SJP practice?

Or maybe you have IFA experience and looking to transition to SJP?

If so, then we may have the opportunity for you…

The role/Company:

  • This SJP practice is based on the outskirts of Swindon and has over 21 in the team
  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
  • You will be providing a high level of technical and administrative support to the team
  • You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

As a Financial Services Administrator:

  • You will need previous experience within an SJP practice (or IFA) with experience of processing new business
  • You will have experience of the administration of IHT and /Investment products
  • You may have taken some professional qualifications already or be keen to begin, 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.

Related Jobs

  • Technical IFA Administrator

    Job Type: Sales Support

    Location: Wiltshire

    Wealth Planning Adminsitrator

    • Sales Support
    • Swindon
    • Posted 1 week ago

    Overview

    Financial Services Administrator

    Location: Swindon outskirts

    Salary: £22,000 – £26,000 depending upon experience

    Hours: Full time, office based

    Are working for a smaller SJP practice i and are looking to join a larger practice with

    more career progression?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Or maybe you have IFA experience and looking to transition to SJP?

    If so, then we may have the opportunity for you…

    The role/Company:

    • This SJP practice is based on the outskirts of Swindon and has over 21 in the team
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will be providing a high level of technical and administrative support to the team
    • You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

    As a Financial Services Administrator:

    • You will need previous experience within an SJP practice (or IFA) with experience of processing new business
    • You will have experience of the administration of IHT and /Investment products
    • You may have taken some professional qualifications already or be keen to begin, 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.

    Related Jobs

    • Paraplanner – SJP – Part or Fully qualified

      Job Type: Paraplanners

      Location: Swindon Outskirts

      Paraplanner – SJP experience – Part or Fully qualified

      Location: Swindon Outskirts

      Salary: £25,000 – £30,000 depending upon experience

      Hours: Full time

      Are you currently working for a smaller SJP practice and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      Or maybe you are currently working in an IFA but are looking to transition to SJP

      If so, then we may have the opportunity for you…

      The role/Company:

      • This SJP practice is based on the outskirts of Swindon and has over 20 in the team
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with the Advisers and producing full illustrations, cash flow modelling and writing in-depth suitability reports

      As a Paraplanner:

      • You will need previous experience within an SJP practice or IFA
      • You will have experience of paraplanning duties including cash flow modelling and writing suitability reports
      • You may have taken some professional qualifications already or be keen to continue, if so, full support is available to help you do this.

      If you are ready for a change to an expanding SJP practice then please apply.

      Read More

    • Senior IFA Administrator / Wealth Planning Administrator – Teddington

      Job Type: Sales Support

      Location: London

      Senior IFA Administrator / Wealth Planning Administrator

      Based, Teddington

      Salary up to £45,000

       

      Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?

      Would you thrive in a close team dynamic, and relish the opportunity to take responsibility of a varied role which would include suitability report writing and annual review responsibilities.

      Then we have the role for you…

       

      What they can offer

      The comapny can offer the opportunity for this senior member to become a highly valued member of their close team and can offer generous salary of up to £45,000 as well as the option for hybrid working. 

       

      The role/company:

      Our client is an independent wealth planning company based in Teddington.

      They are now looking for an experienced Senior IFA Administrator / Wealth Planning

      Administrator to join their close knit team of 4.

       

      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
      • Varied role, including writing suitability reports

       

      Who this role would suit….

      • This would suit either some who is already working as a IFA Administrator / Wealth Planning Administrator and is looking for more of a Senior IFA Administrator role.
      • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients

       

      Additional information:

      The Hours are 9am-5.30pm

      Salary up to £45,000

      Holiday – 25 days + BH

      If you are looking for a role where you will be a key member of the team and be part of a boutique chartered firm, then please apply.

      Read More

    • Paraplanner

      Job Type: Sales Support

      Location: Wetherby

      Paraplanner

      Based Wetherby

      Salary: £33,000 – £40,000

      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 flowmodelling?
      • 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.
      • This is working with 1 Adviser looking after their specific client bank, so you will be building up close relationships with the clients
      • 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:

      • 4 days in the office, 1 x day working from home
      • 7.5hrs per day – flexibly anytime between 8am-6pm
      • DIS, Enhanced company pension contribution and PMI (after qualifying period)
      • 25 days holiday

      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.

      Read More

    Read More

  • Senior Paraplanner – Chartered

    Job Type: Paraplanners

    Location: Cambridgeshire

    Wealth Planning Adminsitrator

    • Sales Support
    • Swindon
    • Posted 1 week ago

    Overview

    Financial Services Administrator

    Location: Swindon outskirts

    Salary: £22,000 – £26,000 depending upon experience

    Hours: Full time, office based

    Are working for a smaller SJP practice i and are looking to join a larger practice with

    more career progression?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Or maybe you have IFA experience and looking to transition to SJP?

    If so, then we may have the opportunity for you…

    The role/Company:

    • This SJP practice is based on the outskirts of Swindon and has over 21 in the team
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will be providing a high level of technical and administrative support to the team
    • You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

    As a Financial Services Administrator:

    • You will need previous experience within an SJP practice (or IFA) with experience of processing new business
    • You will have experience of the administration of IHT and /Investment products
    • You may have taken some professional qualifications already or be keen to begin, 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.

    Related Jobs

    • Financial Services Administrator

      Job Type: Sales Support

      Location: London

      Financial Services Administrator

      Location: City of London

      Salary: £28,000 – £32,000 depending upon experience

      Hours: Full time, 4 days in the office, 1 x day working from home

       

      Are you currently working for a regional SJP office and looking to work for an SJP practice based in London?

      Or maybe you are working for a small SJP practice in London and are looking to join a larger practice?

      Or are you feeling like your career is developing enough with your current SJP practice?

      If so, then we may have the opportunity for you…

       

      The role/Company:

      • This SJP practice is based in the City and has over 20 in the team
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will be providing a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice
      • You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

      As a Financial Services Administrator:

      • You will need previous experience within an SJP practice with experience of processing new business
      • You will have experience of the administration of IHT and / or Investment products
      • You may have taken some professional qualifications already or be keen to begin, if so, full support is availabl to help you do this

      If you are ready for a change to an expanding SJP practice in the City, then please apply

      Read More

    • Paraplanner – Full or Part Qualified

      Job Type: Sales Support

      Location: West Midlands

      Job Title: Paraplanner – Part qualified considered

      Location – Outskirts Kingswood

      Salary £33,000 – £40,000

      Are you a Paraplanner who thoroughly enjoys the technical aspects of paraplanning and variety in your role?

      Then this Paraplanning role with a well-established Financial Advisers could be the role for you.

      This boutique company are a team of 4 and some of the main benefits include a being part of a close supportive team and joining a company with impeccable staff retention.

      You will be work incredibly collaboratively with the Advisers to create financial plans, with the primary areas of business being:

      • Investment Planning and Financial Management
      • Pension Planning pre and post retirement
      • Trusts and IHT Estate Planning

      The role would be based at their office in Solihull and entail:

      • Supporting 2 Advisers who have about 200 clients between them
      • You will be collaboratively working with the Advisers to recommend financial solutions for their clients
      • Full admin support, so you can concentrate on paraplanning
      • They are fully independent, so you will be working across multiple platforms and providers
      • Located on the outskirts of Kingswood – car drive essential
      • Salary – up to £40,000 depending upon qualifications & experience
      • Hours 9am-5pm with 22 days holiday + days between Xmas and New Year + BH

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

      If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • Paraplanner – route to Advice

      Job Type: Paraplanners

      Location: Reigate

      Paraplanner – route to Advice

      Based Leatherhead outskirts

      Salary up to £45,000

       

      Are you a part or fully qualified Paraplanner looking for a route to advice?

      Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

      Are you feeling that your technical research skills aren’t being utitlised?

      Do you enjoy dealing with ultra-high net clients?

      If so, then we may have the role for you….

       

      Company/Role information:

      • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
      • This is an independent boutique firm with a very established client bank – with a typical ultra net worth
      • Hybrid working is considered after probationary period
      • Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.

      Read More

    Read More

  • IFA Administrator / Wealth Planning Administrator

    Job Type: Sales Support

    Location: East Sussex

    Wealth Planning Adminsitrator

    • Sales Support
    • Swindon
    • Posted 1 week ago

    Overview

    Financial Services Administrator

    Location: Swindon outskirts

    Salary: £22,000 – £26,000 depending upon experience

    Hours: Full time, office based

    Are working for a smaller SJP practice i and are looking to join a larger practice with

    more career progression?

    Or are you feeling like your career is developing enough with your current SJP practice?

    Or maybe you have IFA experience and looking to transition to SJP?

    If so, then we may have the opportunity for you…

    The role/Company:

    • This SJP practice is based on the outskirts of Swindon and has over 21 in the team
    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
    • You will be providing a high level of technical and administrative support to the team
    • You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers

    As a Financial Services Administrator:

    • You will need previous experience within an SJP practice (or IFA) with experience of processing new business
    • You will have experience of the administration of IHT and /Investment products
    • You may have taken some professional qualifications already or be keen to begin, 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.

    Related Jobs

    • Paraplanner

      Job Type: Paraplanners

      Location: East Sussex

      Job Title : Paraplanner
      Location – Brighton
      Salary – £30,000 – £38,000 depending upon experience
      Are you looking for your next Paraplanning role within a company who put their employee’s progression and development at the top of their priority list?
      Our client is a well established independent IFA firm who is now looking for a Paraplanner to join their growing team.
      As mentioned above the company really focuses on developing their employees skills, support is provided for CII exams including payment for study text & exam and study leave.
      The specific responsibilities of this role are as follows:
      • Work with a selected number of consultants, taking fact find, meeting notes and general guidance from the consultants to prepare reports/
      • Ensure sufficient client information obtained and analyse information gathered by the consultant and challenging advice where required.
      • Undertake sufficient product, investment and market
      • Attain and maintain the level of competence as required by the firm.
      • Maintain all standards of performance as required by the firm.
      • Provide the person undertaking the Compliance Oversight Function on an as identified basis with the relevant client information where any pension transfer/opt out has been arranged on an execution only, insistent customer or correspondence only basis.
      • Ensure relevant CPD is maintained and recorded accurately.
      • Assist to develop, support and maintain processes
      Benefits / details of the role:
      • Great location in Brighton
      • Good sized company with scope to grow and develop your career
      • Full study support and study leave to take exams
      • DIS
      • Private medical insurance
      If this roles sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

    • IFA Administrator / Wealth Planning Administrator

      Job Type: Sales Support

      Location: Hertfordshire

      IFA Administrator / Wealth Planning Administrator

      Location: Borehamwood

      Salary: £26,000 – £40,000 depending upon qualifications

      Are you an IFA Administrator looking for your next role?

      • Do you feel that you are underpaid or undervalued working for a larger IFA?
      • Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank?
      • Would you like to work for a firm that offers two additional bonuses?

      If so, we can help

      Company/Role Information

      • Our client is a boutique, independent IFA who have an established and expandin client bank consisting of ultra-high net worth clients
      • You will be fully supported in your career – whether that be progressing within IFA Administration, or into paraplanning or Advising
      • Working in an established practice with strong procedures and processes, you will be working alongside two experienced Advisers
      • The role will involve a wide range of tasks including processing of new business, fund switches, client relationship building and supporting the adviser and writing suitability reports

      Requirements

      • Minimum 1 year’s experience working as an IFA Administrator
      • Excellent attention to detail and competent on CRM systems
      • Ideally you will already have started your Diploma or looking to complete
      • Fantastic telephone manner and strong inter-personal and relationship building skills

      So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail

      Read More

    • Trainee Paraplanner

      Job Type: Paraplanners

      Location: West Sussex

      Trainee Paraplanner
      Based Horsham
      Salary c. £27,000
      Are you a technical IFA Administrator who wants to progress in the near future into a Paraplanning role?
      Do you feel frustrated in your current role as you are not having the mentoring/training to
      reach your next step in your career?
      Are you stuck where you are and there isn’t the progression into paraplanning where you ?
      Or have you been promised exams or study support and this hasn’t materialised?
      Or is your salary now not reflecting your technical admin experience?
      If so, we have the opportunity for you…..
      • Our client are looking for someone who has been working within an IFA Admin role and who has gained strong technical admin skills
      • The chance to grow and develop your career within this rapidly expanding business with full exam support provided.
      • Our client is based in a convenient location based near Horsham Train Station
      • Full exam and study support.
      • Hours 9am – 5pm
      So, if you are thinking you need a fresh start and to gain more technical experience and a route

      Read More

    Read More

Contact us

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