Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Bristol
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
-
Job Type: Sales Support
Location: Leamington Spa
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.
-
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
-
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
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 in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- 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
-
Job Type: Sales Support
Location: East Sussex
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Job Type: Sales Support
Location: Bristol
IFA Administrator
Based South of Bristol
Salary – £25,000 – £33,000 depending upon experience/qualifications
Are you an IFA Administrator considering your next job move?
Would you like the opportunity to work for a company with genuine progression prospects and who prioritise training and mentorship for their employees?
Would you like a 12.45pm finish on a Friday as well as some other great benefits such as:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
If so, we have a role for you.
The role/company:
Our client is an expanding Independent Financial Advisory firm who hold Chartered status.
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice, via word-of-mouth
recommendations from other happy clients and professional connections. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any IFA Administrator to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced Administrators within the team.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exams (if required)
Additional Information:
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
Person specification
A candidate with sound wealth management knowledge from previous roles within wealth management, as an IFA Administrator is essential.
If you would like to learn more about this exciting opportunity please apply.
-
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
-
IFA / Wealth Planning Administrator
Job Type: Sales Support
Location: Leamington Spa
IFA / Wealth Planning Administrator
Location: Leamington Spa
Salary: £26,000 – £32,000
Are you an IFA / Wealth Planning Administrator who is now looking for their next move?
- Has your existing practice been recently bought out by a larger firm and the culture of the company changed?
- Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
The Company/Role:
- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
- You will be working closely with the Director of the business, providing full admin support and building relationships with his bank of clients
- They have created a working environment which is enjoyable and challenging – making it professional but also personable.
- They offer support when needed with both personal development and any on-going training that may be required for your role.
If you are looking to work in a company with superb benefits and career progression opportunity, then please apply for the role and we can run through in more detail.
Job Type: Sales Support
Location: Bristol
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
-
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
-
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
Job Type: Sales Support
Location: Sherborne
Wealth Planning Administrator
Based Sherbourne
Hours 9am-5pm
Salary up to £30000
Are you an experienced Wealth Planning Administrator?
Are you looking for a route through to wealth planning administration?
Are you currently working for a smaller wealth planning practice and are looking to join a larger practice with established processes and procedures?
Or are you feeling like your career isn’t developing enough?
If so, we have the opportunity for you…..
The company and role
Our client is a well established Wealth Management Practice, is looking for their next wealth management administrator hire, both in their annual review department and also in their client services department.
They can consider a wide range of experience – any previous direct wealth panning support experience is desirable but not essential.
They are currently consisting of 50 within the company based over four offices. They have expanded rapidly in the last few years, and so this has opened up opportunities for employee growth and development, and the practice manager is hugely passionate about encouraging and developing employees, as well as managing processes and procedures and work flow to ensure a highly desirable working environment
They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position or to progress within administration. There are also more managerial/senior/team leader based roles available.
Although growing, they have been very conscious to keep the ‘family feel’ of their practice. Cultural fit is key as they are an integral part of each of the communities their office is based in.
Please note due to the rural location you will need to be a driver.
They operate 5 days in the office working week.
So, if you are thinking you need a fresh start and to gain more technical experience and a route to paraplanning, or want to be part of a well established, growing and hugely supportive team – then please apply and then we can run through the role in more detail.
Paraplanner – Diploma qualified
Job Type:
Location: Gloucestershire
Paraplanner – Diploma qualified
Location: Cheltenham
Salary: up to £45,000 + Bonus
Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole
process – including full research, bespoke reports and cash flow modelling?
Do you enjoy working 1-1 with an Adviser?
If so, we can help
Company/Role Information:
- Our client is an established independent IFA, based in Cheltenham
- There is 22 in the team including 4 Advisers, 7 Paraplanners and 3 Administrators
- This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
- Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus.
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
Paraplanner (Part or fully qualified considered)
Job Type: Paraplanners
Location: Earley
Paraplanner (Part or fully qualified considered)
Based, Earley
Salary between £35,000 and £45,000 DOE + bonus
Are you currently a Paraplanner looking for an opportunity to work for a chartered company with complex cases and variety of work.
Are you looking for a role that will continue to encourage your development, be that through to adviser or support with Chartered exams?
Then we have the role for you…
The role/company:
Our client is a boutique, chartered independent wealth planning company based on the
outskirts of Earley in a gorgeous, converted barn with ample free parking.
They are now looking for a Paraplanner to join their team of 15. There are currently 5
Advisors and 6 Paraplanners – plus full administration support from the admin team of 4.
Who this role would suit….
- A Diploma qualified Paraplanner – or working towards
- Ideally someone with at least a couple of years paraplanning experience who can demonstrate ability to work closely with advisers and is comfortable with research and a variety of suitability letter writing.
- Someone who enjoys being part of a close team dynamic and working with a variety of Advisers.
Additional information/Benefits:
The Hours are 9am-5pm
Salary between £35,000 and £45,000 DOE + discretionary bonus
Pension – 6% employer contribution
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.
Job Type: Sales Support
Location: Leamington Spa
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
Related Jobs
-
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.
-
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
-
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
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 in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- 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
Trainee Financial Planner – Graduate or equivalent Programme
Job Type: Paraplanners
Location: Bristol
Trainee Financial Planner – Graduate or equivalent Programme
South Bristol
Salary £20,000 to £25000
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Our client, a Chartered, independent financial planning company, is now looking for its next hire – to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is confident with a strong commitment to self-leadership.
All 4 current advisers within the business began as administrators so the progression is genuine and tried and tested. Other perks include:
- 25 days holiday + Bank holiday
- 8% company pension contribution
- Group Life Cover / Private Medical Insurance
- 12.45pm finish on a Friday
If so, we have a role for you.
The role/company:
Originally formed in 2005, the client growth has been completely organic, based entirely upon their reputation for highly professional financial advice. They pride themselves on their staff retention, and on home growing their employees and encouraging growth and development.
- Currently with 4 Advisers, 2 Paraplanners and three full time Administrators -the role offers the perfect opportunity for any aspiring Financial Planner or Adviser to be exposed to a great variety of work and have mentorship from working collaboratively with the other more experienced employees.
- There is a clear pathway for progression, and you will have a progression path mapped out with encouraging milestones and a road map to keep your career development moving forward.
- You will be provided with full study support and exam support.
Additional Information
- Hours: 8.45am – 5pm – Monday to Thursday / 8.45am – 12.45pm Friday
- Please note due to the rural location of our client you will need to be a car driver
- Person specification
If you would like to learn more about this exciting opportunity please Apply.
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
Job Type: Paraplanners
Location: Alderley Edge
Part or Qualified Paraplanner
Location: Alderley Edge
Salary: £33,000 -£40,000 depending upon experience
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 in a varied role
- Are you looking for a role where you can be involved in the client meetings?
- Would you like to work for a firm who offer a wealth of employee benefits including:
– Private medical
– Bupa cash plan
– 25 days holiday + BH + your bday off
– 5% employer pension contribution
– Annual Bonus
– DIS x 4
– Flexible working hours
– Full study support
– Daily fresh fruit
If so, we can help
Company/Role Information
- Our client is a boutique, independent IFA who have an established and expanding client bank consisting
- You will be fully supported in your career – whether that be progressing into a senior paraplanning role or into advice
- Working in an established practice with strong procedures and processes, you will be working in a pod system with 1 x Adviser and 1 x Administrator – working in a total team of 13
- The role will involve full holistic planning with emphasis on cash flow forecasting, research and writing reports
Requirements
- Minimum 1 year’s experience working as a Paraplanner
- Excellent attention to detail and competent on CRM systems
- 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
Job Type: Sales Support
Location: East Sussex
Wealth Planning Administrator (SJP Practice)
- Sales Support
- London
Posted 2 months ago
- Applications have closed
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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?
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- 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
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- 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
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If you are ready for a change to an expanding SJP practice in the City, then please apply
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- Is the work you do not reflected in your salary, and you know you are being paid under market rate?
- Would you like to work for a company who are committed to career development and are looking to progress through the business?
If so, we may have the opportunity for you…..
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- Our client is a well-established family run business that has a caring and friendly approach to both their clients and staff.
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