IFA Administrator / Wealth Planning Administrator

  • IFA Administration
  • Reading
  • Posted 1 week ago

Overview

IFA Administrator / Wealth Planning Administrator

Based near Winnersh, outskirts of Reading

Salary up to £32,000 + bonus

 

Are you currently working as an IFA Administrator / Wealth Planning Administrator in

financial services and looking for your next challenge?

Then we have the role for you…

 

The role/company:

Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.

They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.

The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.

 

Other key responsibilities of the role:-

  • Organising the Advisers diary
  • Managing the Advisers inbox
  • Planning ahead and getting everything ready for their client meetings
  • Working closely with the Advisers to ensure clients are offered exceptional care
  • Contacting existing clients to organize their annual reviews and booking into theAdvisers diary

Benefits and Additional information:

  • The Hours are 9am-5pm
  • Salary up to £32,000 + discretionary bonus
  • Pension – 6% employer contribution
  • Holiday – 25 days + BH
  • Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
  • Full study support and ample opportunity for progression into Paraplanning down the line.

 

Who this role would suit….

  • This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
  • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
  • Someone who is looking for the opportunity to continue professional development

 

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

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    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
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    • Posted 1 week ago

    Overview

    IFA Administrator / Wealth Planning Administrator

    Based near Winnersh, outskirts of Reading

    Salary up to £32,000 + bonus

     

    Are you currently working as an IFA Administrator / Wealth Planning Administrator in

    financial services and looking for your next challenge?

    Then we have the role for you…

     

    The role/company:

    Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.

    They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.

    The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.

     

    Other key responsibilities of the role:-

    • Organising the Advisers diary
    • Managing the Advisers inbox
    • Planning ahead and getting everything ready for their client meetings
    • Working closely with the Advisers to ensure clients are offered exceptional care
    • Contacting existing clients to organize their annual reviews and booking into theAdvisers diary

    Benefits and Additional information:

    • The Hours are 9am-5pm
    • Salary up to £32,000 + discretionary bonus
    • Pension – 6% employer contribution
    • Holiday – 25 days + BH
    • Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
    • Full study support and ample opportunity for progression into Paraplanning down the line.

     

    Who this role would suit….

    • This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
    • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
    • Someone who is looking for the opportunity to continue professional development

     

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

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    IFA Administrator / Wealth Planning Administrator

    • IFA Administration
    • Reading
    • Posted 1 week ago

    Overview

    IFA Administrator / Wealth Planning Administrator

    Based near Winnersh, outskirts of Reading

    Salary up to £32,000 + bonus

     

    Are you currently working as an IFA Administrator / Wealth Planning Administrator in

    financial services and looking for your next challenge?

    Then we have the role for you…

     

    The role/company:

    Our client is a boutique, chartered independent wealth planning company with gorgeous barn conversion offices.

    They are now looking for an IFA Administrator / Wealth Planning Administrator to join their team of 15.

    The role is hugely varied, offering collaboration with the Paraplanners and Advisers and the opportunity to be trained to take on more technical aspects such as Basic suitability reports and cash flow modelling.

     

    Other key responsibilities of the role:-

    • Organising the Advisers diary
    • Managing the Advisers inbox
    • Planning ahead and getting everything ready for their client meetings
    • Working closely with the Advisers to ensure clients are offered exceptional care
    • Contacting existing clients to organize their annual reviews and booking into theAdvisers diary

    Benefits and Additional information:

    • The Hours are 9am-5pm
    • Salary up to £32,000 + discretionary bonus
    • Pension – 6% employer contribution
    • Holiday – 25 days + BH
    • Dedicated Operations Manager who truly values employee welfare and helping everyone to feel supported
    • Full study support and ample opportunity for progression into Paraplanning down the line.

     

    Who this role would suit….

    • This would suit someone who is already working as a IFA Administrator / Wealth Planning Administrator who loves the client contact / admin side of the role
    • Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
    • Someone who is looking for the opportunity to continue professional development

     

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

    Related Jobs

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      Job Type: Administrator

      Location: Corsham

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      Salary up to £35000

       

      Are you a Wealth Planning Administrator Looking for your next challenge?

      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, and 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, with great staff retention.

      They offer a structured career development and exam plan based around your goals – whether that be working towards a paraplanning position, an Adviser role or to progress within administration. They also offer pay rises for each exam passed and full financial support with these too.

      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.

      Read More

    • Trainee Financial Planner / IFA – Graduate or Equivalent Programme.

      Job Type:

      Location: London

      Trainee Financial Planner / IFA – Graduate or Equivalent Programme.

      Based London, City

      Salary £30000 – £35000 – depending on skills and experience + bonus

       

      • Are you a graduate or equivalent motivated to build a career in Wealth Planning?
      • Do you know that becoming an Adviser within wealth planning is your ambition
      • Would you thrive in an environment that can offer a clear progression road map and is goal orientated?

       

      Our client, a dynamic and ever-growing award-winning financial planning company, is now looking for its next selection of Trainee Financial Planners, after several successful years of hiring at this level and nurturing these individuals

      into successful advisers. This is an exceptional opportunity for an ambitious and high-achieving individual to

      work with a focussed and friendly team and relish the chance to cultivate a career within Financial Planning.

      The company are a Chartered firm, standing at around 90 employees and one of the other fantastic benefits with this role, is the team itself. Highly Supportive, encouraging, driven, and social – A perfect environment to learn and grow.

      With this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.

      Beginning as a Trainee Financial Planner, firstly learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser. Ideal for someone who is

      and outgoing with a strong commitment to self-leadership.

       

      Benefits of the role:

      • Full progression through to adviser – but also with opportunities to branch out into other areas of the business as you develop your career and experience if desired.
      • Full time, office-based role for probationary period of 6 months – then moving to a hybrid set up with 2 days from home
      • Bonus scheme of up to 12% per year
      • A dedicated academy manager to keep you on track and support you through the dedicated milestones.
      • Clear financial milestones to achieve with pay rises for exams passed.

      To be considered for this role, you must have:

      • Degree educated (or equivalent)
      • Passion for Financial Planning
      • Have superb attention to detail and excellent numerical skills
      • Desirable aspects for the role include:
      • Any completed exams towards the Diploma in financial planning (or equivalent)
      • Any prior experience working within financial services, or a wealth planning environment.

       

      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.

      Read More

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Contact us

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