This job listing has expired
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
Related Jobs
-
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
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.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
-
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
-
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.
Senior IFA Administrator/Client services Administrator
Job Type: Sales Support
Location: Leighton Buzzard
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
Related Jobs
-
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
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.
-
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
-
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
Paraplanner – Part of Fully Qualified
Job Type: Paraplanners
Location: Fareham
Paraplanner – Part of Fully Qualified
Location: Fareham
Salary: £28,000 – £36,000 depending upon experience
• Are you an experienced Paraplanner, looking for a role that has close collaboration
with advisers, admin support and the opportunity to work closely and build
relationships with clients?
• Or perhaps you are a Junior Paraplanner, looking for that opportunity to develop and
grow within a stable and supportive team
Either way, this company could be for you.
The opportunity:
- Our client is an established IFA, based in purpose built offices just outside Fareham
- The company is a boutique wealth planning practice with 17 x members of staff
- This role is supporting mainly one Adviser and is a truly collaborative role where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
Benefits with this role:
- They have a supportive set up, including full admin support, an admin manager as well as a practice manager, with solid processes and procedures in place to help anyone thrive in their role.
- Any Paraplanner who is on their way with their studies or wants to continue through to chartered, you will receive full support to complete your Diploma
- For any Junior paraplanner, there is full scope for growth and development, and mentoring from more senior members is valued here.
- The standard hours are 9-5pm – but they also offer flexible working with the opportunity to start at 8.30/ 9 or 9.30. Other benefits also include 20 days holiday plus
- BH, rising to 22 and with 3 days given in-between Christmas and New Year
- They are also now Employee ownership Trust, meaning a great opportunity for extra income through profit shares.
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.
Senior IFA Administrator / Wealth Planning Administrator
Job Type: Sales Support
Location: Guildford
Senior IFA Administrator / Wealth Planning Administrator
Based Guildford
Salary £30,000 – £35,000 depending upon experience
Are you currently working as a Senior 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, independent wealth planning company based in Guildford
They are now looking for an experienced Senior IFA Administrator / Wealth Planning
Administrator to join their team.
Key responsibilities of the role:-
- Completing non-client facing tasks in relation to the preparation and administration of recommendations being made
- Liaising with the financial advisers as appropriate
- Acting as a potential point of contact for our clients and dealing with their queries in an efficient and timely manner
- Collecting all relevant information to support any recommendations to be made and submitting new advice application paperwork
- Making sure all relevant documentation held within a client file is compliant
- Back office maintenance using XPLAN
Who this role would suit….
- · This would suit either some who is already working as an IFA Administrator / Wealth Planning Administrator
- Someone who loves organising, planning, supporting the Advisers making sure that they are free to spend their time with their clients
If you are looking for a role where you will be a key member of the team and be part of a growing firm, then please apply.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
Senior Wealth Planning Administrator (SJP Practice)
Job Type: Sales Support
Location: Rochester
Trainee Paraplanner / Junior Paraplanner
- Paraplanners
- East Sussex
Posted 1 year ago - Applications have closed
This job listing has expired
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IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
-
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
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IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.
IFA Administrator/Client services representative
Job Type: Sales Support
Location: London
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.
Wealth Planning Administrator (SJP Practice)
Job Type: IFA Administration
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.
IFA Administrator/ Junior Paraplanner
Job Type: Sales Support
Location: Andover
IFA Administrator/ Junior Paraplanner
Location: Andover– with up to 2 days working from home
Full training and mentorship to build Paraplanner knowledge provided
Salary: Up to £32000 DOE plus bonuses
Are you currently an IFA/Wealth Planning Administrator, looking for that step into Paraplanning?
Or perhaps you are a Junior paraplanner looking to work directly with a Senior Paraplanner and relish the development opportunity?
Would you thrive working alongside a senior paraplanner, receiving hands on training and
mentorship and the opportunity to work collaboratively with advisers and have great technical exposure. If so, this could be the perfect opportunity for you.
Our client, a well-established whole-of-market financial planning company, is in the process of building a robust paraplanning function within the business. After hiring a Senior Paraplanner, they are now excited to hire a Junior Paraplanner, to work alongside their Senior Paraplanner and play a pivotal role in their team and assist with the support to 4 advisers.
You and the Senior Paraplanner will have a dedicated team of three administrators providing full support, allowing you to concentrate on building your technical skills.
- A key role in the business: Up until recently, the Advisers have conducted their own paraplanning, but they have recently introduced the paraplanning function into the team and are keen to cooperate and collaborate with the Senior Paraplanner and Junior Paraplanner to help build a successful paraplanning function within the business. You’ll be part of a pivotal function within the business.
- Training, Mentoring and support with exams. You will be working alongside a Senior Paraplanner with ample experience with managing, training and developing Junior Paraplanners. Continued professional development will be encouraged, through exam support and technical exposure.
- Collaborative team culture: You’ll be joining a company where teamwork is truly valued.
- The advisers are committed to working closely with you to ensure success, and the company’s excellent staff retention speaks to the supportive environment.
- Work-life balance: Enjoy the flexibility of up to 2 days of remote work per week, along with
- core working hours of 9 to 5.
- The company also offer 25 days holiday and a discretionary bonus scheme.
About You: The ideal candidate will have:
- Experience as either an administrator or junior paraplanner within wealth planning, and with supporting advisers and paraplanner is desirable
- A keen interest in developing paraplanning skills is essential
- Any exams towards the Diploma in Financial Planning or equivalent is desirable but not essential.
If this role sounds like the next step for your career then please get in touch.