Senior Paraplanner – Chartered

Overview

Senior Paraplanner – Chartered

Rochester outskirts

£45,000 – £55,000 depending upon experience

Hybrid Working

 

Are you an experienced Paraplanner who is now considering your next move?

  • Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
  • Would you like to work for one of the largest practices in the area – who have significant plans for the future?
  • Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?

 

The role/Company:

  • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
  • You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
  • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
  • Route through to advice if desired.

 

So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
role and company in more detail.

Related Jobs

  • Paraplanner Team Leader

    Job Type: Paraplanners

    Location: Bishops Stortford

    Senior Paraplanner – Chartered

    Overview

    Senior Paraplanner – Chartered

    Rochester outskirts

    £45,000 – £55,000 depending upon experience

    Hybrid Working

     

    Are you an experienced Paraplanner who is now considering your next move?

    • Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
    • Would you like to work for one of the largest practices in the area – who have significant plans for the future?
    • Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?

     

    The role/Company:

    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
    • You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
    • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
    • Route through to advice if desired.

     

    So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
    role and company in more detail.

    Related Jobs

    • Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme

      Job Type: Sales Support

      Location: Bourne End

      Trainee IFA/Wealth Planning Administrator – Graduate (or equivalent) programme

      Bourne End – Buckinghamshire

      Salary: up to £26000 DOE

       

      Are you a recent graduate (or equivalent) and looking to kick start your career within Financial Planning?

      Perhaps you have gained experience within other areas of financial services, and are now keen to develop wealth management knowledge and build a career within financial planning?

      Our client is looking for a Trainee Administrator to join their business, and build experience to provide first-class support to our growing client bank

       

      The company:

      An independent financial planning practice, who for 25 years have been a firm where clients feel at home and where high levels of professional service, jargon-free straight-talking, and a friendly approachable team are the standard.

      This client has built a reputation for creating fantastic client relationships, based on a thorough and detailed understanding of a client’s financial hopes, needs, aspirations and objectives – and they value their team who help them to maintain and enhance their reputation for excellence.

       

      The role/Requirements:

      This client is looking for someone with an enthusiastic attitude and a great eye for detail. You’ll become a key member of our team, supporting our Financial Planners to ensure our clients receive the very highest standards of advice and service.

       

      Duties will include:

      • Collating client information
      • Processing Investment Platform administration
      • Undertaking research
      • Producing client illustrations
      • Helping manage the advice process through to completion.

       

      This role would suit anyone who has an interest in the financial services industry, would like to develop and gain good technical knowledge and is willing to train on various investment platforms and other financial services systems

      Benefits:

      • Fantastic training and development from highly experienced individuals
      • Opportunity to work as part of a close team, and therefore gain really thorough and varied exposure to all aspects of financial planning.
      • A great office environment at their Bourne End premises with ample parking
      • A salary of up to £26,000 depending on skills/experience
      • A holiday entitlement of 24 days plus bank holidays
      • A pension scheme with enhanced employer contributions
      • Contributions towards training and development – full exam support and development opportunities and progression within the business.

       

      If this role sounds like the right fit for you then please apply.

      Read More

    • Senior IFA Administrator

      Job Type: Sales Support

      Location: Grimsby

      Senior IFA Administrator

      Based Grimsby – Hybrid & Flexible working available

      Salary – £27,000 – £34,000 depending upon experience

       

      Are you an IFA / Wealth Planning Administrator who is now looking for their next move?

      • Would you like to have 2 days working from home and the chance to have flexible working as well?
      • Do you want to work for a family feel business whilst retaining superb employee benefits and a company with established processes and procedures?
      • Is the work you do not reflected in your salary, and you know you are being paid under market rate?
      • Would you like to work for a company who are committed to career development and are looking to progress through the business?

       

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

      The role/company:

      • Our client is one of the largest independently owned IFA in the North with 6 offices based throughout Lincolnshire
      • 32 in the team with 11 Advisers
      • There is a clear pathway for progression through the company with a career roadmap planned
      • You will be provided with full study support and exams (if desired)
      • You will gain a full range of exposure across the whole of the market working with a high net worth client bank
      • Employee ownership annual bonus

       

      So if you feel like you would like to join a company with more flexible working options… then please apply and we can run through the role in more detail

      Read More

    • Wealth Planning Administrator (SJP Practice)

      Job Type: Sales Support

      Location: Rochester

      Wealth Planning Administrator (SJP Practice)

      Location: Rochester

      Salary: £32,000 – £35,000 depending upon experience

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

       

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

      Or are you feeling like your career is developing enough with your current SJP practice?

      Would you like to join a company which offers hybrid working?

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

       

      The role/Company:

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

       

      As a Wealth Planning Administrator

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

       

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

      Read More

    Read More

  • Paraplanner – Diploma qualified

    Job Type: Paraplanners

    Location: Hereford

    Senior Paraplanner – Chartered

    Overview

    Senior Paraplanner – Chartered

    Rochester outskirts

    £45,000 – £55,000 depending upon experience

    Hybrid Working

     

    Are you an experienced Paraplanner who is now considering your next move?

    • Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
    • Would you like to work for one of the largest practices in the area – who have significant plans for the future?
    • Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?

     

    The role/Company:

    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
    • You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
    • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
    • Route through to advice if desired.

     

    So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
    role and company in more detail.

    Related Jobs

    • Paraplanner – route to Advice

      Job Type: Paraplanners

      Location: Reigate

      Paraplanner – route to Advice

      Based Leatherhead outskirts

      Salary up to £45,000

       

      Are you a part or fully qualified Paraplanner looking for a route to advice?

      Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company?

      Are you feeling that your technical research skills aren’t being utitlised?

      Do you enjoy dealing with ultra-high net clients?

      If so, then we may have the role for you….

       

      Company/Role information:

      • This is a unique opportunity for a Paraplanner to develop their research and recommendation skills in order to progress in the future into an advisory role.
      • This is an independent boutique firm with a very established client bank – with a typical ultra net worth
      • Hybrid working is considered after probationary period
      • Basic up to £45,000 with discretionary bonus. Hours of work 9am-5pm

       

      So, if you are thinking you need a fresh start and to gain more technical experience and a route to advice, then please apply and then we can run through the role in more detail.

      Read More

    • Trainee IFA Administrator

      Job Type: Sales Support

      Location: Greater Manchester

      Trainee IFA Administrator

      Location – Stockport

      Salary: £22,000 rising to £24,000 after probation

      Do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered working for an IFA?

      For this role – Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/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 Stockport 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 and the chance to build strong relationships with a bank of clients.

      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.

      Read More

    • Technical IFA Administrator

      Job Type: Sales Support

      Location: Northampton

      Technical IFA Administrator

      Based Northampton

      Salary: £27,000 – £32,000 + discretionary bonus

      Are you an IFA Administrator who wants to improve your technical skills?

      • Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career?
      • Or have you been promised exams or study support, and this hasn’t materialised? Or is your salary now not reflecting your technical admin experience?
      • Would you like to work for a company who are committed to career development and are looking to progress through the business?

      If so, we have the opportunity for you…..

      The company and role:

      • Our Client is a Chartered Independent IFA who are now looking for a Technical IFA Administrator to join their team of 60
      • This is working with 1-2 Advisers looking after their specific client bank, so you will be building up close relationships with the clients
      • There are 16 Advisers, and over 30 on the support side within the company
      • They offer a structured career development and exam plan based around your goals -whether that be working towards an Advisory position or continuing to Chartered.

      The role:

      You will be providing comprehensive support to at least one of their advisers which would

      include the following tasks;

      • Preparing Client Portfolio reviews
      • Fund/Plan Performance analysis
      • Trades/Switches (processing through to sign off)
      • Sourcing/generating provider Illustrations
      • Income Modelling/Cashflow Planning (depending on experience)
      • Gathering tax information/ Tax calculations
      • Pension calculations (depending on experience)
      • New Business (processing through to sign off)
      • Drafting meeting summary communications for adviser
      • Drafting Suitability Letters
      • Providing any other assistance the financial adviser may require in line with company procedures.

      Further information

      • Full time, office-based role
      • 7.5hrs per day – flexibly anytime between 8am-6pm
      • DIS, Health cash plan, enhanced company pension contribution (after qualifying period)
      • 22 days holiday initially increasing to 25 days.
      • Discretionary staff bonuses paid half yearly in May and October

      So, if you are thinking you need a fresh start and to gain more technical experience and a route through the business then please apply and then we can run through the role in more detail.

      Read More

    Read More

  • Financial Services Administrator

    Job Type: Sales Support

    Location: London

    Senior Paraplanner – Chartered

    Overview

    Senior Paraplanner – Chartered

    Rochester outskirts

    £45,000 – £55,000 depending upon experience

    Hybrid Working

     

    Are you an experienced Paraplanner who is now considering your next move?

    • Are you an experienced Paraplanner who is at Chartered level (or 2 x off)
    • Would you like to work for one of the largest practices in the area – who have significant plans for the future?
    • Would you like to play a key role within the practice, dealing with the more complex cases and mentoring and developing the junior Paraplanners?

     

    The role/Company:

    • They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion. There are currently 11 Advisers within the practice.
    • You will have full exam support and development – whether that’s completing your continuing your Chartered exams or taking any additional exams
    • You will be working closely with a range of Advisers and providing full paraplanning support on the more technical cases -with full admin support
    • Route through to advice if desired.

     

    So, if the time is right to move roles into a practice which places a huge importance on collaboration and you feel that you would like to use your technical skills in a larger practice, then please apply and we can run through the
    role and company in more detail.

    Related Jobs

    • Paraplanner – Diploma qualified

      Job Type: Paraplanners

      Location: Hereford

      Paraplanner – Diploma qualified

      Location: Hereford

      Salary: up to £35,000 – £45,000 + Bonus

       

      Are you an experienced Diploma Qualified Paraplanner looking for your next 1-1 role?

      Do you feel that you are not using your technical skills as much as you should be?

      Would you like to work in a truly collaborative environment where you are part of the

      whole process – including full research, bespoke reports and cash flow modelling?

      Do you enjoy working 1-1 with an Adviser?

       

      If so, we can help

      Company/Role Information:

      • Our client is an established independent IFA, based in Hereford
      • This role is all about collaborating with the Adviser on each client’s financial plan – they are looking for someone who loves to be involved in the research side andwho can offer their technical expertise.
      • Salary is flexible depending upon experience – if you are Chartered then the salary may be higher than added here.
      • Please note this role is office based. Hours 9am-5pm, 25 days holiday – plus the chance to purchase additional days, quarterly bonus + 6% employer pension contributions

       

      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.

      Read More

    • 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.

      Read More

    • Wealth Planning Administrator

      Job Type: Sales Support

      Location: Canford Cliffs

      Wealth Planning Administrator

      Based Canford Cliffs

      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.

      Read More

    Read More

Contact us

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