This job listing has expired
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years ago - Applications have closed
Related Jobs
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years 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.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
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 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.
-
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
Paraplanner – Part or fully qualified considered
Location – Reading
Salary up to £45000 DOE
Hybrid working with up to 3 days from home
- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
Experience & Qualifications:
Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
Desirable:
- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
- Familiarity with research tools and software (e.g., cashflow models and FE Analytics).
- Knowledge in areas such as protection, inheritance tax planning, and structured products.
- Experience in identifying process improvements and implementing effective solutions.
Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
- Full support with continuing professional development through exams.
-
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 IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
Paraplanner – Part or fully qualified considered
Job Type: Paraplanners
Location: Reading
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years 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.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
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.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, then please apply for the role and we can run through in more detail.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years ago - Applications have closed
This job listing has expired
Related Jobs
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
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 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.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
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 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.
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/Wealth Management Administrator
- Sales Support
- Berkshire
Posted 2 years ago - Applications have closed
This job listing has expired
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Wealth Planning Administrator (SJP Practice)
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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
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Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
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Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
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- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
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Job Type: Paraplanners
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- Are you a dedicated Paraplanner seeking to be part of a dynamic business?
- Do you want to work for a company that values a holistic approach and fosters a supportive team culture?
Our client, a well-established financial planning firm, is looking for a Paraplanner to join their team and contribute to delivering exceptional service to their clients, through working collaboratively with the advisers, whilst receiving administrative support.
About the Role:
As a Paraplanner, you will play a pivotal role in supporting advisers and ensuring the seamless delivery of high-quality financial advice. Your responsibilities will include:
- Collaborating closely with advisers, interpreting data from client meetings, and developing tailored financial solutions.
- Preparing comprehensive suitability reports, including client-specific illustrations and key features documents.
- Analyzing clients’ existing portfolios, identifying gaps, and providing solutions that align with their needs and objectives.
- Maintaining strong relationships with product providers and leveraging these connections when needed.
- Preparing research, valuations, and portfolio commentary for client meetings and updates.
- Liaising with advisers and other team members to ensure client cases progress smoothly, with clear communication throughout the process.
- Assisting with training and coaching junior team members, fostering a collaborative and supportive work environment.
This is an opportunity to work within a team that values proactive financial planning and prioritizes both client success and employee development.
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Essential:
- Previous experience working within a financial advice firm with a solid understanding of investment products and platforms.
- High numeracy and analytical skills with exceptional attention to detail.
- Self-motivated, able to work independently, and a proactive team player.
- Proficiency in Office 365, including Word, Excel, and Outlook.
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- Working towards or achievement of Paraplanning qualification and/or Level 4 Diploma.
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Why Join Us?
- Our client is committed to providing a supportive and collaborative work environment where every team member’s contribution is valued. They have a reputation for delivering clear, practical, and actionable advice to help clients achieve their financial goals. By joining their team, you’ll have the opportunity to grow professionally, share ideas, and be part of a firm that prioritizes both client success and employee development.
- Other benefits include flexibility with home working – this role will operate a hybrid working function with up to 3 days from home
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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.
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Job Type: Sales Support
Location: Guildford
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Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge?
Then we have the role for you…
The role/company
Our client is a boutique, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.