IFA Administrator/Client services representative

  • Sales Support
  • London
  • Posted 5 days ago

Overview

Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

Are you an IFA Administrator looking for your next challenge?

Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.

We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

Benefits include :
Hybrid working between home and office – after probationary period – 2 days from home
This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
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 now.

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

Related Jobs

  • IFA Admin role (experience from other areas of financial services considered)

    Job Type: Sales Support

    Location: London

    IFA Administrator/Client services representative

    • Sales Support
    • London
    • Posted 5 days ago

    Overview

    Job Title: IFA Administrator/Client services representative
    Location: London, City
    Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

    Are you an IFA Administrator looking for your next challenge?

    Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
    Would you relish the opportunity for genuine career progression options within a supportive structured environment.

    We have just the role for you…
    Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
    It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

    Benefits include :
    Hybrid working between home and office – after probationary period – 2 days from home
    This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
    This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
    Other Benefits include various team incentives and social events.
    Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
    Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
    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 now.

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

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      Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
      Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
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      They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
      Why Join Us?
      • A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
      • Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
      • Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
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      As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
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      • Flexibility: Smart working with core hours of 10am to 4pm.
      Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
      Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
      • Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
      • Social Events: Annual away days, Christmas parties, and other social activities.
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      • Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
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      Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
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      Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions? 
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      The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
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      Now is a perfect time to join and to be part of that success and to help shape the future.
      They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
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      Why Join them?
      • A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
      • Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
      • Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
      Your Role:
      As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
      You will be exposed to a wide variety of work across an exciting and varied client base
      • You will be responsible for producing suitability reports
      • You will be responsible for product selection and due diligence
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      • You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
      The Benefits:
      • Competitive Salary: Reflecting your skills and experience.
      • Flexibility: Smart working with core hours of 10am to 4pm.
      • Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
      • Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
      • Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
      • Social Events: Annual away days, Christmas parties, and other social activities.
      • Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
      • Sabbaticals and international secondments within the RBI network firms
      • Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
      • Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
       
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      If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.

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

      Or do you feel like your career is developing enough with your current practice?

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

       

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      • You will be working closely with a range of Advisers and providing full admin support from start to finish

       

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  • IFA Administrator

    Job Type: Sales Support

    Location: Anywhere

    IFA Administrator/Client services representative

    • Sales Support
    • London
    • Posted 5 days ago

    Overview

    Job Title: IFA Administrator/Client services representative
    Location: London, City
    Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

    Are you an IFA Administrator looking for your next challenge?

    Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
    Would you relish the opportunity for genuine career progression options within a supportive structured environment.

    We have just the role for you…
    Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
    It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

    Benefits include :
    Hybrid working between home and office – after probationary period – 2 days from home
    This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
    This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
    Other Benefits include various team incentives and social events.
    Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
    Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
    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 now.

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

    Related Jobs

    • Wealth Planning Administrator

      Job Type: Sales Support

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      Wealth Planning Administrator

      Location: Rochester

      Salary: £28,000 – £35,000 depending upon experience

      Hours: Full time, Hybrid Working 2-3 days in the office

       

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

      Or do you feel like your career is developing enough with your current practice?

      Would you like to join a company which offers hybrid working – 2-3 days in the office?

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

       

      The role/Company:

      • This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with a range of Advisers and providing full admin support from start to finish

       

      As a Wealth Planning Administrator

      • You will need previous experience within a wealth planning practice
      • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

       

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

      Read More

    • Paraplanner- Level 4 Diploma in financial planning or equivalent is essential

      Job Type: Paraplanners

      Location: London

      Paraplanner- Level 4 Diploma in financial planning or equivalent is essential
      London – Bank area
      Flexible working hours and working from home options
      Salary £40,000 – £60000 – DOE
      Are you an experienced paraplanner with a passion for helping to deliver tailored financial planning solutions? 
      Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses.
      The team of expert financial advisers support clients at every stage of their lives, through their holistic financial planning process.
      The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team.
      The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’.
      Now is a perfect time to join and to be part of that success and to help shape the future.
      They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
      They’re looking for a Paraplanner to play a vital role in their continued success.
      Why Join them?
      • A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
      • Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
      • Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
      Your Role:
      As a Paraplanner you’ll work closely with advisers and have full administration support to provide tailored financial planning solutions.
      You will be exposed to a wide variety of work across an exciting and varied client base
      • You will be responsible for producing suitability reports
      • You will be responsible for product selection and due diligence
      • You will work alongside a team of professionals whilst developing your technical skills and building a role around your strengths
      • You will get the chance to enjoy and participate in a wide range of the firm’s social events and external networking
      The Benefits:
      • Competitive Salary: Reflecting your skills and experience.
      • Flexibility: Smart working with core hours of 10am to 4pm.
      • Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
      • Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
      • Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
      • Social Events: Annual away days, Christmas parties, and other social activities.
      • Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
      • Sabbaticals and international secondments within the RBI network firms
      • Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
      • Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
       
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      Read More

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      Job Type: Sales Support

      Location: London

      Job Title: IFA Admin role (experience from other areas of financial services considered)

      Location: London, City

      Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

      Are you looking for a role within Wealth Planning

      Do you have experience from other areas of financial services and are keen to move into a financial planning role?

      Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.

      We have just the role for you…

      Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

      They are looking for an IFA administrator with a passion for the industry to join their wonderful team.

      The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.

      It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.They are now looking for an enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.

      Benefits include:

      • Hybrid working between home and office – after probationary period – 2 days from home
      • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
      • This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
      • Other Benefits include various team incentives and social events.

      Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.

      The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.

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

      Read More

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  • Wealth Planning Administrator

    Job Type: Sales Support

    Location: Rochester

    IFA Administrator/Client services representative

    • Sales Support
    • London
    • Posted 5 days ago

    Overview

    Job Title: IFA Administrator/Client services representative
    Location: London, City
    Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

    Are you an IFA Administrator looking for your next challenge?

    Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
    Would you relish the opportunity for genuine career progression options within a supportive structured environment.

    We have just the role for you…
    Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
    It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.

    Benefits include :
    Hybrid working between home and office – after probationary period – 2 days from home
    This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
    This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
    Other Benefits include various team incentives and social events.
    Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners – although not essential as long as there is a desire to build a career within the wealth management space.
    Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
    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 now.

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

    Related Jobs

    • IFA Administrator

      Job Type: Sales Support

      Location: Anywhere

      IFA Administrator
      London – Bank area
      Flexible working hours and working from home options
      Salary £30,000 – £40000 – DOE
      Are you an experienced administrator with a passion for supporting a dynamic wealth management team?
      Our client is a Partner accountancy tax advisory and wealth management practice, and the Wealth Management arm is a thriving financial services business providing Independent financial advice to private clients and businesses. The company is also the founder member of the award-winning global network Russell Bedford International. Due to a period of considerable growth, they plan to expand their team. The overarching strategy of the firm at the heart of their success is their vision to ‘redefine exceptional’. Now is a perfect time to join and to be part of that success and to help shape the future.
      They have a diverse range of clients, both within the UK and around the world, who cover a vast array of sectors. With such a diverse client base our work is both challenging and gratifying and offers our people many opportunities to gain exposure to new industries, or to specialise.
      They’re looking for a Wealth Management Administrator to play a vital role in their continued success.
      Why Join Us?
      • A Thriving Business: Be part of a company that’s experiencing substantial growth and is redefining exceptional service in financial planning.
      • Holistic Approach: Collaborate with expert advisers to provide tailored financial solutions that truly make a difference in clients’ lives.
      • Career Progression: They believe in tailored development plans and clear paths for advancement, all the way to partner if desired, and understand each individual has unique progression aspirations
      Your Role
      As a Wealth Management Administrator, you’ll work closely with advisers and paraplanners to ensure seamless client service and operational excellence. You’ll liaise with product providers, onboard new clients, and provide critical support in client meetings and financial planning processes.
      The Benefits:
      • Competitive Salary: Reflecting your skills and experience.
      • Flexibility: Smart working with core hours of 10am to 4pm.
      Bonus Opportunities: · Discretionary bonus scheme plus 2% bonus at Christmas
      Comprehensive Benefits: Including private medical and dental insurance and enhanced family leave packages, as well as 4 or 5% pension (matched)
      • Wellbeing Initiatives: Quarterly massages, wellbeing seminars, free fruit and snacks, and an annual wellbeing calendar.
      • Social Events: Annual away days, Christmas parties, and other social activities.
      • Professional Development: Support for exams, mentorship, and a clear path for growth including their ‘Path-to-Partner’ training and mentoring programme
      • Sabbaticals and international secondments within the RBI network firms
      • Heavily engaged in social mobility and charitable activities giving you the opportunity to give back
      • Employee wellbeing, flexibility and a quality working environment are at the core of the firm’s values.
      Why This Role?
      If you’re looking for a position where you can grow, make an impact, and be part of a supportive team culture, this is your opportunity. Join a company that values your career goals and provides the tools to achieve them.

      Read More

    • Wealth Planning Administrator

      Job Type: Sales Support

      Location: Rochester

      Wealth Planning Administrator

      Location: Rochester

      Salary: £28,000 – £35,000 depending upon experience

      Hours: Full time, Hybrid Working 2-3 days in the office

       

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

      Or do you feel like your career is developing enough with your current practice?

      Would you like to join a company which offers hybrid working – 2-3 days in the office?

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

       

      The role/Company:

      • This practice is based near Rochester and working in an admin team of 5 you will be supporting 9 Advisers
      • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion
      • You will have full exam support and development – whether that’s completing your Diploma or continuing your Chartered exams
      • You will be working closely with a range of Advisers and providing full admin support from start to finish

       

      As a Wealth Planning Administrator

      • You will need previous experience within a wealth planning practice
      • You may have some professional qualifications already (although not essential) or be keen to continue, if so, full support is available to help you do this.

       

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

      Read More

    • IFA Admin role (experience from other areas of financial services considered)

      Job Type: Sales Support

      Location: London

      Job Title: IFA Admin role (experience from other areas of financial services considered)

      Location: London, City

      Salary: DOE – ranging between £30000 and £34000 plus up to 12% bonus

      Are you looking for a role within Wealth Planning

      Do you have experience from other areas of financial services and are keen to move into a financial planning role?

      Would you relish the opportunity to join a company with exceptional training mentoring and management and the opportunity for structured career progression options within a supportive social environment.

      We have just the role for you…

      Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

      They are looking for an IFA administrator with a passion for the industry to join their wonderful team.

      The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.

      It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.They are now looking for an enthusiastic individual to join their client servicing team, and play a key role in supporting financial advisers with back office administration.

      Benefits include:

      • Hybrid working between home and office – after probationary period – 2 days from home
      • This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
      • This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
      • Other Benefits include various team incentives and social events.

      Desirable experience includes previous experience of working within a wealth management environment, supporting financial planners and/or paraplanners – however experience from other areas of financial services, such as experience with pensions, working within a provider, accountancy experience, or mortgage experience for example is also highly considered.

      The main requirement is an understanding of a role within Financial Planning and a desire to build a career in this industry – and someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.

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

      Read More

    Read More

Contact us

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