Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.
Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- 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
-
Team Leader – Wealth Planning experience crucial.
Job Type: Sales Support
Location: Shaftesbury
Team Leader – Wealth Planning experience crucial.
Location: Shaftesbury (or other office locations)
Hours: 9 am – 5 pm
Salary: Up to £35,000 + Travel Expenses
Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?
Do you thrive in a hands-on, solution-focused role where you can make a real difference? If you’re looking for a new challenge, we have a fantastic opportunity for you to lead a growing, dynamic team!
About the Role:
As a Team Leader, you’ll be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). The team is currently in a growth phase, and with many members being relatively new to the industry, your financial services expertise will be vital in coaching and mentoring them.
You’ll work closely with advisers on complex cases, ensuring work is allocated efficiently and that productivity remains high. But most importantly, you’ll play a key role in shaping and developing the careers of your team members, fostering a collaborative and supportive culture where everyone feels valued.
Why Join This Client?
Our client is a highly respected Wealth Management practice with over 50 professionals across four offices. With a reputation for excellence, they have built a strong presence in their communities, while also offering the resources and stability of a larger organization.As part of a rapidly expanding team, you’ll have access to well-defined processes,
- A Collaborative, Supportive Culture: You’ll be joining a team where coaching, mentoring, and people development are at the heart of everything we do. Our leadership team is passionate about helping everyone see their value and grow.
- Proactive, Not Pushy: We’re looking for someone who’s proactive in finding solutions and rolling up their sleeves to get involved, but also knows how to bring the team along on the journey in a collaborative way.
- Flexibility & Trust: While this is an in-office role, we understand the importance of work-life balance. Our client offers flexibility where needed, trusting team leaders to manage their schedules effectively.
- Growth & Development: With a growing team, you’ll have plenty of opportunities to shape the future of the department and make a significant impact.
Additional Benefits:
- Travel expenses covered (mileage at 45p per mile)
- Flexibility in work hours to help manage traffic or personal commitments
- Be part of a supportive, growth-oriented team
Key Responsibilities:
- Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
- Coaching & Development: Spend time working closely with the team, understanding their processes, and identifying areas for improvement. Your financial services background will be crucial in helping the team navigate challenges and improve efficiency.
- Collaboration: Work closely with other team leaders and senior management to ensure smooth operations and a unified approach to team development.
- Proactive Problem Solving: A hands-on approach to managing workloads and addressing any issues that arise, ensuring solutions are found efficiently and effectively.
- Conduct Reviews: Lead 1:1 meetings, probation reviews, and performance evaluations to ensure team members are supported and held accountable where necessary.
- Liaise with Advisers: Assist with queries and provide support on more technical cases when needed.
- Travel Flexibility: Be comfortable traveling to any of their 4 office locations as required (mileage and parking expenses covered).
If you’re ready to take the next step in your leadership career and want to be part of a company that values your input and cares about the development of its people, we’d love to hear from you. Apply today to find out more about this exciting opportunity!
-
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.
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
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.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday 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?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- 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 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
-
Job Type: Sales Support
Location: Sherborne
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.
Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Nottinghamshire
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
Related Jobs
-
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.
Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- 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
-
Team Leader – Wealth Planning experience crucial.
Job Type: Sales Support
Location: Shaftesbury
Team Leader – Wealth Planning experience crucial.
Location: Shaftesbury (or other office locations)
Hours: 9 am – 5 pm
Salary: Up to £35,000 + Travel Expenses
Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?
Do you thrive in a hands-on, solution-focused role where you can make a real difference? If you’re looking for a new challenge, we have a fantastic opportunity for you to lead a growing, dynamic team!
About the Role:
As a Team Leader, you’ll be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). The team is currently in a growth phase, and with many members being relatively new to the industry, your financial services expertise will be vital in coaching and mentoring them.
You’ll work closely with advisers on complex cases, ensuring work is allocated efficiently and that productivity remains high. But most importantly, you’ll play a key role in shaping and developing the careers of your team members, fostering a collaborative and supportive culture where everyone feels valued.
Why Join This Client?
Our client is a highly respected Wealth Management practice with over 50 professionals across four offices. With a reputation for excellence, they have built a strong presence in their communities, while also offering the resources and stability of a larger organization.As part of a rapidly expanding team, you’ll have access to well-defined processes,
- A Collaborative, Supportive Culture: You’ll be joining a team where coaching, mentoring, and people development are at the heart of everything we do. Our leadership team is passionate about helping everyone see their value and grow.
- Proactive, Not Pushy: We’re looking for someone who’s proactive in finding solutions and rolling up their sleeves to get involved, but also knows how to bring the team along on the journey in a collaborative way.
- Flexibility & Trust: While this is an in-office role, we understand the importance of work-life balance. Our client offers flexibility where needed, trusting team leaders to manage their schedules effectively.
- Growth & Development: With a growing team, you’ll have plenty of opportunities to shape the future of the department and make a significant impact.
Additional Benefits:
- Travel expenses covered (mileage at 45p per mile)
- Flexibility in work hours to help manage traffic or personal commitments
- Be part of a supportive, growth-oriented team
Key Responsibilities:
- Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
- Coaching & Development: Spend time working closely with the team, understanding their processes, and identifying areas for improvement. Your financial services background will be crucial in helping the team navigate challenges and improve efficiency.
- Collaboration: Work closely with other team leaders and senior management to ensure smooth operations and a unified approach to team development.
- Proactive Problem Solving: A hands-on approach to managing workloads and addressing any issues that arise, ensuring solutions are found efficiently and effectively.
- Conduct Reviews: Lead 1:1 meetings, probation reviews, and performance evaluations to ensure team members are supported and held accountable where necessary.
- Liaise with Advisers: Assist with queries and provide support on more technical cases when needed.
- Travel Flexibility: Be comfortable traveling to any of their 4 office locations as required (mileage and parking expenses covered).
If you’re ready to take the next step in your leadership career and want to be part of a company that values your input and cares about the development of its people, we’d love to hear from you. Apply today to find out more about this exciting opportunity!
-
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Hungerford
IFA Administrator / Wealth Planning Administrator
Location: Hungerford, Berkshire
Salary £28,000 – £35,000
Hours full time – however 4 day week considered
If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you.
Our client, a boutique independent wealth planning company in Hungerford, is looking for a proactive Wealth Planning Administrator to join their team.
As an administrator, you will play an essential role in ensuring the smooth running of the business process by handling new business processing, client review process, liaising with product providers and maintaining client records.
Responsibilities:
- Actively participate in the client annual review process
- Process new business submissions and ensure smooth and timely business processing
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- Develop knowledge of financial products, including both individual and employer pension knowledge, investments, and protection products
Company/Role Information:
- Our client is a boutique, independent IFA who have an established and expanding client bank
- Working in an established practice with strong procedures and processes, you will be working in a close knit team of 4
NB: Due to the rural location of the office, you would require your own mode of transportation
Benefits:
- Full exam support to complete your diploma (if desired)
- 24 days holiday – hours 9am – 5.30pm + Additional day off for your bday and closed over Xmas
- Ample parking at office
- Flexible hours available / possibility of 4 day week
Requirements:
- Minimum 1 year’s experience working as an IFA Administrator
- 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
Team Leader – Wealth Planning experience crucial.
Job Type: Sales Support
Location: Shaftesbury
Team Leader – Wealth Planning experience crucial.
Location: Shaftesbury (or other office locations)
Hours: 9 am – 5 pm
Salary: Up to £35,000 + Travel Expenses
Are you an experienced leader within the financial services sector, passionate about developing and coaching teams?
Do you thrive in a hands-on, solution-focused role where you can make a real difference? If you’re looking for a new challenge, we have a fantastic opportunity for you to lead a growing, dynamic team!
About the Role:
As a Team Leader, you’ll be responsible for overseeing a team of 7 administrators, with plans to also manage 4 Personal Assistants (PAs). The team is currently in a growth phase, and with many members being relatively new to the industry, your financial services expertise will be vital in coaching and mentoring them.
You’ll work closely with advisers on complex cases, ensuring work is allocated efficiently and that productivity remains high. But most importantly, you’ll play a key role in shaping and developing the careers of your team members, fostering a collaborative and supportive culture where everyone feels valued.
Why Join This Client?
Our client is a highly respected Wealth Management practice with over 50 professionals across four offices. With a reputation for excellence, they have built a strong presence in their communities, while also offering the resources and stability of a larger organization.As part of a rapidly expanding team, you’ll have access to well-defined processes,
- A Collaborative, Supportive Culture: You’ll be joining a team where coaching, mentoring, and people development are at the heart of everything we do. Our leadership team is passionate about helping everyone see their value and grow.
- Proactive, Not Pushy: We’re looking for someone who’s proactive in finding solutions and rolling up their sleeves to get involved, but also knows how to bring the team along on the journey in a collaborative way.
- Flexibility & Trust: While this is an in-office role, we understand the importance of work-life balance. Our client offers flexibility where needed, trusting team leaders to manage their schedules effectively.
- Growth & Development: With a growing team, you’ll have plenty of opportunities to shape the future of the department and make a significant impact.
Additional Benefits:
- Travel expenses covered (mileage at 45p per mile)
- Flexibility in work hours to help manage traffic or personal commitments
- Be part of a supportive, growth-oriented team
Key Responsibilities:
- Team Leadership: Manage a team of administrators and PAs, providing mentorship and support to help them grow in their roles.
- Coaching & Development: Spend time working closely with the team, understanding their processes, and identifying areas for improvement. Your financial services background will be crucial in helping the team navigate challenges and improve efficiency.
- Collaboration: Work closely with other team leaders and senior management to ensure smooth operations and a unified approach to team development.
- Proactive Problem Solving: A hands-on approach to managing workloads and addressing any issues that arise, ensuring solutions are found efficiently and effectively.
- Conduct Reviews: Lead 1:1 meetings, probation reviews, and performance evaluations to ensure team members are supported and held accountable where necessary.
- Liaise with Advisers: Assist with queries and provide support on more technical cases when needed.
- Travel Flexibility: Be comfortable traveling to any of their 4 office locations as required (mileage and parking expenses covered).
If you’re ready to take the next step in your leadership career and want to be part of a company that values your input and cares about the development of its people, we’d love to hear from you. Apply today to find out more about this exciting opportunity!
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.
IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Cobham
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
Related Jobs
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IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
-
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.
-
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday 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?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- 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 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
IFA Administrator/Wealth Planning Administrator
Job Type: Sales Support
Location: London
IFA Administrator/Wealth Planning Administrator
Based London – Bank
Salary £27000 – £35000 depending upon experience + Bonus
Are you at the beginning of your IFA Administration career, and looking for a company
that will provide invaluable exposure to all aspects of wealth planning, and prioritise your development?
Are you looking for the opportunity to progress into a paraplanner or adviser role down
the line?
If so, this opportunity could be your next step.
The company:
Our client is a boutique financial planning company, who are part of Best Practice IFA Group.
They are highly established and providing advice on all aspects of financial planning. They are now looking for an IFA administrator to join their boutique but expanding team.
The pride themselves on supplying a modern financial planning experience: blending a personalised client service with modern financial tech.
The role:
- The role encompasses a variety of administrative and client facing responsibilities, and also offers the opportunity to work closely with established Paraplanners, therefore gaining exposure to many technical aspects.
- You will work alongside a small team of administrators and paraplanners collaboratively to support the three advisers within the business.
- Our agency has personally worked with this company on a number of occasions to help them secure ambitious administrators and paraplanners, all of which have been progressed as desired. They are incredibly supportive and are looking for someone with ambition and initiative who is looking immerse themselves in this crucial role within the business, and who has ambitions to continue professional developmentthrough to paraplanner or adviser
Benefits:
As well as this progression opportunity they also offer:
- Discretionary Bonus scheme
- Buzzy we work office space based right by bank station.
- 25 days holiday
- Option for hybrid working available (min 3 days in the office)
Desirable candidates:
The company are ideally looking for someone who has some exposure to IFA administration, and the role would really suit anyone who is early on in their financial planning career and looking to continue to develop.
A minimum of 1 years experience in a similar wealth planning admin role is desirable
If you think this role could be your next step, then please apply.
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.
Paraplanner – SJP experience – Part or Fully qualified
Job Type: Sales Support
Location: London
Paraplanner – SJP experience – Part or Fully qualified
Location: Canary Wharf
Salary: £35,000 – £42,000 depending upon experience
Hours: Full time, 3 days in the office, Monday and Friday 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?
Would you thrive in a senior paraplanner role working with a variety of Advisers If so, then we may have the opportunity for you…
The role/Company:
- This SJP practice is based in Canary wharf and has over 25 in the team
- 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 3 other Paraplanners under the support of a Paraplanning Manager – producing full illustrations, cash flow modelling and writing in-depth suitability reports
Other benefits include
Discretionary bonuses
Two days from home
As a Paraplanner
- You will need previous experience within an SJP practice
- You will have experience of paraplanning duties and enjoy writing a variety of writing suitability reports
- You may have taken some professional qualifications already or be keen to continue, if so, full support isavailable to help you do this.
If you are ready for a change to an expanding SJP practice then please apply
Job Type: Sales Support
Location: Sherborne
Senior IFA Administrator
- Sales Support
- Grimsby
Posted 5 months ago
- Applications have closed
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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
-
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
-
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.
Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Cambridgeshire
Paraplanner – Part of Fully Qualified
Location: Cambridge
Hybrid working available
Salary: £33,000 – £45,000 depending upon experience
Are you an experienced Paraplanner looking for your next role?
Are you looking to work closely with the Advisers so you can build and develop strong relationships with the clients?
Do you feel that you are not using your technical skills as much as you should be?
Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is a rapidly growing company founded by two partners who are both Advisers
- The company is a boutique wealth planning company and you will be working with 2 Advisers with one IFA Administrator to support you
- This role is all about collaborating with the Advisers on each client’s financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise.
- If you are interested in progressing through to advice then that is an option if desired
- Hybrid working – 2-3 days in the office per week.
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
Practice Manager (Wealth Planning)
Job Type: Sales Support
Location: Lincoln
Practice Manager (Wealth Planning)
Location: Lincoln
Salary: £35,000 – £45,000
Are you a Wealth Planning Practice or Administration Manager who is now looking for their next challenge?
Do you love mentoring and developing staff?
Then this may be the role for you…
Our client is an expanding wealth planning company who are now looking for a Practice
Manager to join their team.
Main Duties:
- You will be part of the recruitment process and then manage the onboarding and continuing staff development programme through scheduled appraisals
- To maintain strict confidentiality in relation to the work undertaken and ensure that all confidential material is stored according to policies and procedures.
- Promote and support best working practices
- Working closely with all team to oversee processes, compliance and work flow
Personal Attributes:
- Passionate about helping other people.
- Have accuracy and pride in your work.
- Can confidently and effectively manage and motivate a team
- Friendly and approachable.
- Excellent communication skills – both verbal and written.
- Outstanding organisational skills.
- Able to manage priorities/deadlines.
- Have a methodical, ordered, and structured approach to tasks.
Experience / Qualifications:
- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills
- Excellent analytical and numerical skills
- Excellent time management, organisational, and record-keeping skills
- Ability to liaise in a professional and concise manner
- Have experience working within an independent wealth management or financial planning firm
- Team leader/supervisory experience is essential
- Comprehensive industry experience/knowledge – pensions, investment or a from a sector where there is a lot of compliance/regulation
If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.
Job Type: Sales Support
Location: West Sussex
Trainee IFA Administrator
Location – Horsham
Salary: up to £30,000 depending upon experience
Are you a Pension Administrator or do you currently have some experience working within the
financial services sector, and you are now looking for your next challenge and have considered
wealth planning?
For this role – Any transferable skills from working within pensions or any other area of financial
services such as Pensions/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to
transition their skills across to a wealth planning environment
Due to continued expansion and growth, our client, a well-established wealth planning practice
based in Horsham is looking for a trainee IFA Administrator / Wealth Planning Administrator to
join their friendly and supportive team.
The main benefits of this role includes the ultra-friendly, warm and supportive team, and the
option for anyone with a transferable skill set within financial services to build and grow their
skills and become proficient in all aspects of IFA administration and client services.
The role offers the opportunity to work within an established financial services company and
receive full training and development through a structured development programme.
Key attributes to be successful within the role:
· Strong work ethic
· Thriving within a busy varied role
· Can do attitude
· Team player but also self-motivated and able to work on own initiative
· Keen to learn and develop skills to ensure develop best competency within the role
· Organisational and prioritisation skills
· Strong attention to detail.
If this role sounds as though it aligns with your desire to have a career within Financial Services
/ Wealth Planning that comes with fantastic ongoing career development prospects and a high
level of compensation, please email your CV with a covering letter now.
Please note that due to the high level of response; only shortlisted candidates will be
contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients
and may have other vacancies that will be more suited to your skill set.