The Opportunity The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service. We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of administrators to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. We are determined to ensure our clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties. Your Remit People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of administration team Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's Training and Development, using the appropriate tools to identifying training needs and delivering training as required. MI - working with the Client Servicing Director to development of KPI's for monitoring staff case load and performance and ensuring adherence to policy and process. Attending management meetings departmental meetings and managing administration team meetings as required. The Job Description Responsible for directly managing the IFA Administration Team Manage the day-to-day workload of the team. Ensuring all tasks are completed in a timely manner. Prioritise work queues and meet deadlines. Providing peer checking for new business and fund switches Working with financial planners, paraplanning team and the client servicing director to prioritise and meet the needs of the business and clients. Complete 121 reviews Providing objective and constructive feedback to staff that enables them to develop, dealing promptly and fairly with performance. Monitoring the work of staff and identifying training needs to minimise error rates and promote a "right first time", quality assured service. Coaching the team to help get the best performance from the individuals and the team. Run regular team meetings. Acting as an inspirational manager, able to mentor and motivate teams so they provide an excellent service to both clients and planners. Work with the Client Servicing Director to plan and manage Tax Year End Work with the Client Servicing Director to ensure business processes and policies are adhered throughout the office. Ensure adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures. Work with Client Servicing Director to deliver process improvements. Skills required To be considered for this unique opportunity, candidates need to have: Proven experience within a Financial Advice environment (preferably independent) Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication and interpersonal skills Experience using a range of Provider websites, including illustrations and New Business processing. Preferable experience with the main providers for Life Cover, Mortgage, Pensions and Investments. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook. Skills Desirable Chartered Insurance Institute or equivalent qualifications are highly desirable at diploma or advanced diploma level. Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few. Experience with increasing business production efficiency and managing a team to increase output Team Support/Communication It is important that the Financial Planners, Paraplanners and Administrators work well together, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You may at times be required provide support for other business areas, or absent colleagues for example: new business processing, income matching, collating, and providing management information and organizing future planning meetings with the client on behalf of the Financial Planning. Deal effectively with queries from clients and other parties through effective communication. Education, Qualifications & Training At least three years financial services experience Financial services qualifications are desirable. Personal Skills Communication: Ability to communicate effectively both verbally and in writing with individuals at all levels Team working: Ability to lead and contribute to a team's success. Professional integrity: Strength of character to explain a professional point while having empathy with colleagues, clients, and stakeholders. Relations with others: Active supporter and promoter of an open and constructive office which supports colleagues and clients alike. Flexibility: The flexibility for, and commitment to, continual development and improvement
Mar 29, 2024
Full time
The Opportunity The opportunity is for an IFA Administration Manager to join a rapidly expanding Financial Services Practice which provides a highly personalised financial planning and investment management service. We are looking for an IFA Administration Manager who has gained their experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of administrators to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. We are determined to ensure our clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties. Your Remit People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of administration team Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's Training and Development, using the appropriate tools to identifying training needs and delivering training as required. MI - working with the Client Servicing Director to development of KPI's for monitoring staff case load and performance and ensuring adherence to policy and process. Attending management meetings departmental meetings and managing administration team meetings as required. The Job Description Responsible for directly managing the IFA Administration Team Manage the day-to-day workload of the team. Ensuring all tasks are completed in a timely manner. Prioritise work queues and meet deadlines. Providing peer checking for new business and fund switches Working with financial planners, paraplanning team and the client servicing director to prioritise and meet the needs of the business and clients. Complete 121 reviews Providing objective and constructive feedback to staff that enables them to develop, dealing promptly and fairly with performance. Monitoring the work of staff and identifying training needs to minimise error rates and promote a "right first time", quality assured service. Coaching the team to help get the best performance from the individuals and the team. Run regular team meetings. Acting as an inspirational manager, able to mentor and motivate teams so they provide an excellent service to both clients and planners. Work with the Client Servicing Director to plan and manage Tax Year End Work with the Client Servicing Director to ensure business processes and policies are adhered throughout the office. Ensure adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures. Work with Client Servicing Director to deliver process improvements. Skills required To be considered for this unique opportunity, candidates need to have: Proven experience within a Financial Advice environment (preferably independent) Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication and interpersonal skills Experience using a range of Provider websites, including illustrations and New Business processing. Preferable experience with the main providers for Life Cover, Mortgage, Pensions and Investments. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook. Skills Desirable Chartered Insurance Institute or equivalent qualifications are highly desirable at diploma or advanced diploma level. Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few. Experience with increasing business production efficiency and managing a team to increase output Team Support/Communication It is important that the Financial Planners, Paraplanners and Administrators work well together, offering assistance to clients irrespective of whether or not the Financial Adviser is available. You may at times be required provide support for other business areas, or absent colleagues for example: new business processing, income matching, collating, and providing management information and organizing future planning meetings with the client on behalf of the Financial Planning. Deal effectively with queries from clients and other parties through effective communication. Education, Qualifications & Training At least three years financial services experience Financial services qualifications are desirable. Personal Skills Communication: Ability to communicate effectively both verbally and in writing with individuals at all levels Team working: Ability to lead and contribute to a team's success. Professional integrity: Strength of character to explain a professional point while having empathy with colleagues, clients, and stakeholders. Relations with others: Active supporter and promoter of an open and constructive office which supports colleagues and clients alike. Flexibility: The flexibility for, and commitment to, continual development and improvement
IFA Paraplanning Team Manager About Berkshire IFA Berkshire IFA specialises in the financial well being of our clients. We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security by offering the very highest levels of service and focusing on delivering the very best client outcomes. The Opportunity We are looking for an IFA Paraplanning Team Manager who has gained their experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. We are determined to ensure our clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties. The Remit Includes People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of paraplanning team when required. Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's T&C plans, using the appropriate tools to identifying training needs and delivering training as required. Process Improvement - work with the Client Servicing Director to improve efficiencies within the team. MI - working with the Client Servicing Director to development of KPI's for monitoring staff case load and performance and ensuring adherence to policy and process. Attending management meetings and team meetings as required. The Candidate The successful candidate may already be a successful IFA Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their own knowledge and experience to help deliver the highest level of service to our clients. The Job Description Your role will be managing the IFA Paraplanning Team in all aspects of the advice process: Responsible for directly managing the Paraplanning Team Manage the day-to-day workload of the team. Ensuring all tasks are completed in a timely manner. Prioritise work queues and meet deadlines. Monitor team workflows ensuring there is clear oversight over individual capacity and performance. Providing peer checking as appropriate. Work with financial planners, administration team and the client servicing director to prioritise and meet the needs of the business and clients. deal with any escalations in a timely and efficient manner. Complete Recommendation Reports: Analyse clients' financial needs and goals, to develop lifetime planning strategies and to proactively provide an ongoing advice service to our clients. Attend meetings with clients alongside advisers when required. Carry out product and fund research using research tools. Prepare cash flow modelling and pension income drawdown forecasts. Prepare illustrations, recommendation reports and client correspondence to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. • Complete 121 reviews: Provide new joiners a comprehensive induction and monitor/record the ongoing training requirements of the paraplanning team. Identify strengths and areas of development within the team and organise structured training to improve knowledge base and skills within the team. Encourage and support personal development, professional exams and progression within the support and wider teams as appropriate. Providing objective and constructive feedback to staff that enables them to develop, dealing promptly and fairly with performance. Monitoring the work of staff to minimise error rates and promote a "right first time", quality assured service. Coaching the team to help get the best performance from the individuals and the team. Leadership: Work with the Client Servicing Director to: Create and maintain all Suitability and letter templates are kept up to date. Run regular team meetings. Act as an inspirational manager, able to mentor and motivate teams so they provide an excellent service to both clients and planners. Plan and manage Tax Year End Ensure business processes and policies are adhered throughout the office. Ensure operational governanance and adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures. Deliver process improvements. Skills required: Diploma Level 4 qualifications. Proven experience within a Financial Advice environment (preferably independent). Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication and interpersonal skills. Experience using a range of Provider websites, including illustrations and New Business processing. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook). Skills Desirable: Continuation to Chartered or equivalent qualifications are highly desirable. Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few. Experience with increasing business production efficiency and managing a team to increase output
Mar 29, 2024
Full time
IFA Paraplanning Team Manager About Berkshire IFA Berkshire IFA specialises in the financial well being of our clients. We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security by offering the very highest levels of service and focusing on delivering the very best client outcomes. The Opportunity We are looking for an IFA Paraplanning Team Manager who has gained their experience while working in an IFA support team. This role will include all-encompassing aspects of people management, including mentoring, support, training, and recruitment within the team. You will be responsible for managing a team of paraplanners to deliver an exceptional level of service to both our financial planners and clients. The role is incredibly varied and demanding, you will require a high level of organisation and strong management and communication skills. We are determined to ensure our clients receive exemplary client service and it is vital that the function puts the client first in all aspects of its day-to-day duties. The Remit Includes People Management - manage a team of 4 (growing to 6), act as an inspirational manager, motivating and inspiring teams as well as managing performance when necessary, so it meets the expectations of the business. Recruitment - recruitment of paraplanning team when required. Management of Workflow - manage the day-to-day work of the team. Learning & Development - Monitoring of the team's T&C plans, using the appropriate tools to identifying training needs and delivering training as required. Process Improvement - work with the Client Servicing Director to improve efficiencies within the team. MI - working with the Client Servicing Director to development of KPI's for monitoring staff case load and performance and ensuring adherence to policy and process. Attending management meetings and team meetings as required. The Candidate The successful candidate may already be a successful IFA Paraplanning Manager or an experienced Paraplanner who is looking for their next move into management, with a well-established Financial Service firm. This candidate should be able to demonstrate their experience in training and coaching other team members. This candidate will aspire to use their own knowledge and experience to help deliver the highest level of service to our clients. The Job Description Your role will be managing the IFA Paraplanning Team in all aspects of the advice process: Responsible for directly managing the Paraplanning Team Manage the day-to-day workload of the team. Ensuring all tasks are completed in a timely manner. Prioritise work queues and meet deadlines. Monitor team workflows ensuring there is clear oversight over individual capacity and performance. Providing peer checking as appropriate. Work with financial planners, administration team and the client servicing director to prioritise and meet the needs of the business and clients. deal with any escalations in a timely and efficient manner. Complete Recommendation Reports: Analyse clients' financial needs and goals, to develop lifetime planning strategies and to proactively provide an ongoing advice service to our clients. Attend meetings with clients alongside advisers when required. Carry out product and fund research using research tools. Prepare cash flow modelling and pension income drawdown forecasts. Prepare illustrations, recommendation reports and client correspondence to target deadlines. Ensure all client work is compliant and supported with relevant paperwork. • Complete 121 reviews: Provide new joiners a comprehensive induction and monitor/record the ongoing training requirements of the paraplanning team. Identify strengths and areas of development within the team and organise structured training to improve knowledge base and skills within the team. Encourage and support personal development, professional exams and progression within the support and wider teams as appropriate. Providing objective and constructive feedback to staff that enables them to develop, dealing promptly and fairly with performance. Monitoring the work of staff to minimise error rates and promote a "right first time", quality assured service. Coaching the team to help get the best performance from the individuals and the team. Leadership: Work with the Client Servicing Director to: Create and maintain all Suitability and letter templates are kept up to date. Run regular team meetings. Act as an inspirational manager, able to mentor and motivate teams so they provide an excellent service to both clients and planners. Plan and manage Tax Year End Ensure business processes and policies are adhered throughout the office. Ensure operational governanance and adherence to FCA (Financial Conduct Authority) rules as defined in the firm's compliance procedures. Deliver process improvements. Skills required: Diploma Level 4 qualifications. Proven experience within a Financial Advice environment (preferably independent). Ability to motivate and coach teams to perform at a high level. Excellent organisational, communication and interpersonal skills. Experience using a range of Provider websites, including illustrations and New Business processing. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook). Skills Desirable: Continuation to Chartered or equivalent qualifications are highly desirable. Familiarity with all the major providers such as Transact, L&G, Aegon, Standard Life, Aviva and Prudential - to name a few. Experience with increasing business production efficiency and managing a team to increase output
Due to a period of extended growth, an award-winning independent Pensions consultancy and Trustee secretarial firm is currently looking for an experienced Governance Consultant to join their growing business. If you have proven experience of providing Pension consultancy, governance advice, administration and/or Trustee secretarial services and support to clients on their DB and DC Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pension, DIS cover and performance-related bonuses. There is also a degree of flexible, remote working on offer for this role. Please quote 49467 when calling Alexander Lloyd or email Aaron on. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Mar 29, 2024
Full time
Due to a period of extended growth, an award-winning independent Pensions consultancy and Trustee secretarial firm is currently looking for an experienced Governance Consultant to join their growing business. If you have proven experience of providing Pension consultancy, governance advice, administration and/or Trustee secretarial services and support to clients on their DB and DC Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pension, DIS cover and performance-related bonuses. There is also a degree of flexible, remote working on offer for this role. Please quote 49467 when calling Alexander Lloyd or email Aaron on. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Investments, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is £22,000-26,000. Responsibilities: Conduct research and gather information to support the financial advisors in their client meetings. Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements. Assist in the preparation and submission of regulatory compliance documentation. Collaborate with the team to improve processes and systems to enhance efficiency and productivity. Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organising meetings, and managing client communication. Requirements: Previous experience working in a similar role within the financial services industry, preferably within an IFA firm. Knowledge of financial products and services, including investments and pensions. Strong attention to detail and excellent organisational skills. If you are ready to start your career within financial services APPLY Now!
Mar 29, 2024
Full time
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is £22,000-26,000. Responsibilities: Conduct research and gather information to support the financial advisors in their client meetings. Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements. Assist in the preparation and submission of regulatory compliance documentation. Collaborate with the team to improve processes and systems to enhance efficiency and productivity. Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organising meetings, and managing client communication. Requirements: Previous experience working in a similar role within the financial services industry, preferably within an IFA firm. Knowledge of financial products and services, including investments and pensions. Strong attention to detail and excellent organisational skills. If you are ready to start your career within financial services APPLY Now!
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Mar 28, 2024
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
IFA Support Administrator, Uckfield Salary up to £32k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Uckfield area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and the management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 1 years experience in financial services administration Strong IT skills Salary range up to £32k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Mar 28, 2024
Full time
IFA Support Administrator, Uckfield Salary up to £32k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Uckfield area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and the management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 1 years experience in financial services administration Strong IT skills Salary range up to £32k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Hybrid managing admin Team in Nottingham Independent Financial Planner Development to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the administration teams. Initially, working with the Nottingham office the role could develop into managing a further site in Preston where you would effectively align administrative support to the Financial Planners. The role is to ensure that the admin team are operating effectively by training, managing, and providing support to a team of administrative personnel. This support function is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Candidates must have an administration manager background within financial services, working a in IFA or wealth management environment. Key responsibilities Hiring and training new administrative employees Evaluating the administrative department regularly and implementing improvements Planning and coordinating administrative procedures and devising ways to streamline processes. Managing the integration and change of administrative services across locations. Delegating specific projects to administrative employees Preparing and reviewing reports Liaising between administrative staff and senior management Evaluating administrative staff on an annual or biannual basis Assessing staff performance and providing coaching and guidance to ensure maximum efficiency The successful candidate will work very closely with the Admin team, key stakeholders, Advisers, Paraplanners, and Operations to support the delivery of advice to the Adviser's clients. The office environment is busy, and the role can be challenging, so the successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is the accuracy of output and working to agreed timescales. Candidates need to be computer literate with MS Office Suite experience, ideally with experience of IO, though not essential, and able to adapt to new ways of working.
Mar 28, 2024
Full time
Hybrid managing admin Team in Nottingham Independent Financial Planner Development to cover admin team across other sites Fram are working with an independent financial planning firm with offices in across the UK. Due to a growth within the firm, they are looking for a Head of Administration to take responsibility for the management and centralisation of the administration teams. Initially, working with the Nottingham office the role could develop into managing a further site in Preston where you would effectively align administrative support to the Financial Planners. The role is to ensure that the admin team are operating effectively by training, managing, and providing support to a team of administrative personnel. This support function is an integral and very important part of the delivery of advice services by the Advisers to their valued clients. Candidates must have an administration manager background within financial services, working a in IFA or wealth management environment. Key responsibilities Hiring and training new administrative employees Evaluating the administrative department regularly and implementing improvements Planning and coordinating administrative procedures and devising ways to streamline processes. Managing the integration and change of administrative services across locations. Delegating specific projects to administrative employees Preparing and reviewing reports Liaising between administrative staff and senior management Evaluating administrative staff on an annual or biannual basis Assessing staff performance and providing coaching and guidance to ensure maximum efficiency The successful candidate will work very closely with the Admin team, key stakeholders, Advisers, Paraplanners, and Operations to support the delivery of advice to the Adviser's clients. The office environment is busy, and the role can be challenging, so the successful candidate needs to be able to work as part of a team and adapt to changing requirements. Good communication skills will be important, as is the accuracy of output and working to agreed timescales. Candidates need to be computer literate with MS Office Suite experience, ideally with experience of IO, though not essential, and able to adapt to new ways of working.
James Phillip Financial Recruitment
Cheltenham, Gloucestershire
A leading Chartered IFA brokerage is currently seeking an ideally experienced IFA administrator to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. The ideal candidate will be working as an IFA administrator currently with two years+ experience and be looking for the next move in their career. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere.
Mar 28, 2024
Full time
A leading Chartered IFA brokerage is currently seeking an ideally experienced IFA administrator to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Additional duties will include day to day administration i.e. processing new business applications, chasing outstanding information, research reviews and renewals, valuations and dealing with external companies. The ideal candidate will be working as an IFA administrator currently with two years+ experience and be looking for the next move in their career. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere.
IFA Support Administrator, Leeds Salary up to £30k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Leeds area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and the management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 1 years experience in financial services administration Strong IT skills Salary range up to £30k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Death in Service / Critical illness cover Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
Mar 27, 2024
Full time
IFA Support Administrator, Leeds Salary up to £30k, and competitive Benefits. Parking and flexible working. Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support Administrator, for an opportunity to join a growing wealth management business, based in the Leeds area. This is a fantastic opportunity to progress in the Financial Services arena. Job Summary: You will be responsible for working closely with the advisers, paraplanners and the management team Liaise with product providers to ensure timely and accurate responses to clients Send Letters of Authority and gather accurate information Obtain illustrations and application forms Production of portfolio valuations Processing Letters of Authority Provide a friendly and professional point of contact for clients and enquiries You will play a key role in putting clients at ease and delivering excellent service Qualifications and Experience: - Minimum 1 years experience in financial services administration Strong IT skills Salary range up to £30k depending upon experience Pension and death in service benefits 25 days holiday (+ Bank Holidays) per annum Death in Service / Critical illness cover Support with further qualifications, including study leave If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN
This Head of Client Relationship Management job in Luton provides opportunity to lead a team of 6, consisting of Client Relationship Managers. This is an exciting, new management opportunity for an individual to lead their dedicated, talented team who provide quality support to their Financial Advisers and Paraplanners. The team is highly client focused, undertaking diary management, client liaison, administrative duties and ensuring the business continues to run smoothly. As Head of Client Relationship Management, it will be your responsibility to ensure the team have the right support to undertake their duties effectively. In addition, they are looking for you to undertake technical admin support, acting as a bridge between their Administrators and Paraplanners. Duties you will undertake include financial calculations, short reasons why letters and policy review checklists. This part of the role is evolving, with your suggestions being valued by the Senior Management team. Head of Client Relationship Management Requirements You must have 3+ years of experience working within an administrative capacity within a financial planning firm You must have 1+ years of team leadership / management experience You must be a people focused individual and enjoy working collaboratively together The Company This long established financial planning firm take great pride in the quality, bespoke service they provide to clients. Not satisfised standing still, the whole team consistently work together towards new goals and projects to improve the business for the benefit of their team and their clients. Head of Client Relationship Management Benefits Salary of £38,000 - £42,000 depending on experience Plus company benefits which include: company revenue bonuses, annual appraisal bonus, support to obtain industry exams with paid study leave and financial rewards for for every exam passed, auto enrolment and DIS Regular onsite and offsite social events, including trips away Office based role with up to 2 days from home once passed probation Opportunity to have a key role and be part of their Senior Management team Location Luton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Mar 27, 2024
Full time
This Head of Client Relationship Management job in Luton provides opportunity to lead a team of 6, consisting of Client Relationship Managers. This is an exciting, new management opportunity for an individual to lead their dedicated, talented team who provide quality support to their Financial Advisers and Paraplanners. The team is highly client focused, undertaking diary management, client liaison, administrative duties and ensuring the business continues to run smoothly. As Head of Client Relationship Management, it will be your responsibility to ensure the team have the right support to undertake their duties effectively. In addition, they are looking for you to undertake technical admin support, acting as a bridge between their Administrators and Paraplanners. Duties you will undertake include financial calculations, short reasons why letters and policy review checklists. This part of the role is evolving, with your suggestions being valued by the Senior Management team. Head of Client Relationship Management Requirements You must have 3+ years of experience working within an administrative capacity within a financial planning firm You must have 1+ years of team leadership / management experience You must be a people focused individual and enjoy working collaboratively together The Company This long established financial planning firm take great pride in the quality, bespoke service they provide to clients. Not satisfised standing still, the whole team consistently work together towards new goals and projects to improve the business for the benefit of their team and their clients. Head of Client Relationship Management Benefits Salary of £38,000 - £42,000 depending on experience Plus company benefits which include: company revenue bonuses, annual appraisal bonus, support to obtain industry exams with paid study leave and financial rewards for for every exam passed, auto enrolment and DIS Regular onsite and offsite social events, including trips away Office based role with up to 2 days from home once passed probation Opportunity to have a key role and be part of their Senior Management team Location Luton Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK click apply for full job details
Mar 27, 2024
Full time
Financial Planner Office-Based, Brighton and Hove Would you like: - A salary of up to £55,000 basic Both great monthly and yearly bonuses and benefits package A full client bank provided Paraplanner support. This award winning, wealth management company is ranked one of the most highest rated financial planning and investment companies in the UK click apply for full job details
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
Mar 27, 2024
Full time
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch. Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed. Benefits 25 days holiday Study support Bonus opportunity On site parking What are the day-to-day responsibilities of the IFA Administrator: Onboarding new clients Compile investment illustrations on behalf of Paraplanner Liaise with clients and providers regularly on queries, valuations, plan alterations etc Required Skills and Qualifications: Previous experience as an IFA Administrator Strong communication skills both verbal and written Detail focused with a strong work ethic If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. Hooray is acting as an agency on behalf of the client for this position. Our purpose as a business is to pioneer ethical recruitment for a better working world. Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body. DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! T&C's APPLY!
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What's needed to be considered? 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role Experience using IO is desirable Completion of some Level 4 Diploma R0 exams would be a great bonus Proven experience of providing quality support to Financial Planners & Paraplanners What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Mar 27, 2024
Full time
A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term.This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What's needed to be considered? 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role Experience using IO is desirable Completion of some Level 4 Diploma R0 exams would be a great bonus Proven experience of providing quality support to Financial Planners & Paraplanners What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
NEW Assistant Paraplanner Opportunity Manchester Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Manchester. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Mar 27, 2024
Full time
NEW Assistant Paraplanner Opportunity Manchester Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Manchester. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Antony James Recruitment Ltd
Southend-on-sea, Essex
Job Role - Senior Administrator / Paraplanner Our Southend-On-Sea based property finance client are seeking a Senior administrator/Paraplanner to join their thriving company. The role is full time Monday - Friday, 9-5:30. Offering salaries between £25000 - £30000 depending on experience. What will you be doing? You will be assisting brokers, researching, maintaining client relationships, administrative tasks, underwriting duties, submitting mortgage applications, Dealing with lenders, solicitors, and estate agents, and more. What skills will you have? You must have office experience and have experience and confidence with using telephone, you will have experience within a finance environment, and mortgage experience is also ideal. You will be able to prioritise large workloads in an organised manor and be motivated and wanting a career within this area. What is on offer? On offer are many benefits, such as salaries between £25000 - £30000, opportunity for career development, social events, 1 hour lunch and more. To apply to this role please click apply now.
Mar 27, 2024
Full time
Job Role - Senior Administrator / Paraplanner Our Southend-On-Sea based property finance client are seeking a Senior administrator/Paraplanner to join their thriving company. The role is full time Monday - Friday, 9-5:30. Offering salaries between £25000 - £30000 depending on experience. What will you be doing? You will be assisting brokers, researching, maintaining client relationships, administrative tasks, underwriting duties, submitting mortgage applications, Dealing with lenders, solicitors, and estate agents, and more. What skills will you have? You must have office experience and have experience and confidence with using telephone, you will have experience within a finance environment, and mortgage experience is also ideal. You will be able to prioritise large workloads in an organised manor and be motivated and wanting a career within this area. What is on offer? On offer are many benefits, such as salaries between £25000 - £30000, opportunity for career development, social events, 1 hour lunch and more. To apply to this role please click apply now.
IFA Administrator Based: St Albans, Hertfordshire Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience. Key attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. This is an excellent opportunity to develop your career with a proactive employer who will support your career growth.
Mar 26, 2024
Full time
IFA Administrator Based: St Albans, Hertfordshire Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience. Key attributes: An excellent telephone manner and customer service skills. The ability to work in a structured and planned manner especially when under pressure to meet deadlines. Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel. Being able to work in a team and also unsupervised to high standards. This is an excellent opportunity to develop your career with a proactive employer who will support your career growth.
If you are fed up of the commute into central London and perhaps looking for some work more local to home near Slough, perhaps this role may be of interest? We are delighted to offer a opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services. They are looking to employ a wealth planning administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the long run. The job role offers excellent career opportunities, with long term plans to train you and educate you on your path towards becoming an IFA or a Paraplanner, providing full study support towards your diploma in financial planning. Your role will be to handle the administration behind pensions, investments and other financial services products and services, as well as communicating with clients, preparing reports for client review meetings and other ad hoc tasks associated with the role. About you and your experience: This is an administrative role, but not an entry level one, so ideally you will have had some experience of working in an administrative role within a wealth management or IFA practice previously and have a good grasp and understanding of the workings of a financial advisor's role. You may also have taken steps towards getting your Diploma in Financial Planning or have a keen desire to do so. If you are interested in discussing this role further (ie who the employer is and their exact location) please contact me with a copy of your CV and a time when it is convenient for me to call you.
Mar 26, 2024
Full time
If you are fed up of the commute into central London and perhaps looking for some work more local to home near Slough, perhaps this role may be of interest? We are delighted to offer a opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services. They are looking to employ a wealth planning administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the long run. The job role offers excellent career opportunities, with long term plans to train you and educate you on your path towards becoming an IFA or a Paraplanner, providing full study support towards your diploma in financial planning. Your role will be to handle the administration behind pensions, investments and other financial services products and services, as well as communicating with clients, preparing reports for client review meetings and other ad hoc tasks associated with the role. About you and your experience: This is an administrative role, but not an entry level one, so ideally you will have had some experience of working in an administrative role within a wealth management or IFA practice previously and have a good grasp and understanding of the workings of a financial advisor's role. You may also have taken steps towards getting your Diploma in Financial Planning or have a keen desire to do so. If you are interested in discussing this role further (ie who the employer is and their exact location) please contact me with a copy of your CV and a time when it is convenient for me to call you.
Job Title: Wealth Management Administrator Location: Hertfordshire (hybrid available) Salary: Up to £32,000, plus comprehensive benefits package, including support towards professional development. CleverHR is delighted to be supporting a highly regarded wealth management firm with multiple offices throughout the UK. Due to ongoing growths plans, they have recently released a new opportunity for an experienced WM Administrator. The role sits within a team of wealth management professionals providing end to end comprehensive administration support to the firm's wealth managers, paraplanners and their high-net-worth clients. Key Responsibilities: Provide a professional telephone-based service to clients and third parties. Liaise with clients, providers and third parties. Manage the underwriting processes from start to finish. Source relevant information and illustrations from providers. Compose covering letters to clients and assist with suitability letters for top ups to existing arrangements and annual reviews. New business applications prior to submission. Input of all new business, fees, contracts, and renewals onto CRM system. Preparation and dispatch of all new business packages. Submit all client documents in accordance with compliance requirements, identifying and correcting remedial actions as requested. The position is paying up to £32,000 + a comprehensive benefits package, and financial support towards professional qualifications, including study days. The firm are growing and have a fantastic culture; they also have an excellent training and development programme, which is discussed and implemented during their induction process. The successful candidate will have at least 1-2 years' experience within an IFA or wealth management firm, a strong academic background and a genuine desire to further develop and undertake relevant professional qualifications.
Mar 26, 2024
Full time
Job Title: Wealth Management Administrator Location: Hertfordshire (hybrid available) Salary: Up to £32,000, plus comprehensive benefits package, including support towards professional development. CleverHR is delighted to be supporting a highly regarded wealth management firm with multiple offices throughout the UK. Due to ongoing growths plans, they have recently released a new opportunity for an experienced WM Administrator. The role sits within a team of wealth management professionals providing end to end comprehensive administration support to the firm's wealth managers, paraplanners and their high-net-worth clients. Key Responsibilities: Provide a professional telephone-based service to clients and third parties. Liaise with clients, providers and third parties. Manage the underwriting processes from start to finish. Source relevant information and illustrations from providers. Compose covering letters to clients and assist with suitability letters for top ups to existing arrangements and annual reviews. New business applications prior to submission. Input of all new business, fees, contracts, and renewals onto CRM system. Preparation and dispatch of all new business packages. Submit all client documents in accordance with compliance requirements, identifying and correcting remedial actions as requested. The position is paying up to £32,000 + a comprehensive benefits package, and financial support towards professional qualifications, including study days. The firm are growing and have a fantastic culture; they also have an excellent training and development programme, which is discussed and implemented during their induction process. The successful candidate will have at least 1-2 years' experience within an IFA or wealth management firm, a strong academic background and a genuine desire to further develop and undertake relevant professional qualifications.
NEW Assistant Paraplanner Opportunity Cheshire Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Cheshire. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Mar 26, 2024
Full time
NEW Assistant Paraplanner Opportunity Cheshire Salary up to £30k, and competitive Benefits. Hybrid working available too Immediate start available.Are you a senior IFA administrator or Trainee Paraplanner and interested in an opportunity to progress your career?I am currently looking for an Assistant Paraplanner, for an exciting opportunity to join a growing wealth management business, based in Cheshire. This is a fantastic opportunity to progress from being a an administrator to paraplanner. Full training given and the opportunity to progress your career to becoming a senior paraplanner Duties include: Putting together basic suitability reports Undertaking reveiw letters Fund switches What they are looking for is: An experienced IFA Administrator ready for the next step If you have undertaken basic reports that would be ideal Salary up to £30k Dependent on experience and qualifications + competitive bonus.Flexible hybrid workingAmazing Offices.Lots of progression and development opportunities in a growing company! If you are interested and want to find out more about this Assistant Paraplanner role contact HELEN SPRIGGS on LINKEDIN
Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start
Mar 26, 2024
Full time
Our client is a successful and established IFA firm based in Horsham and they are currently looking for an experienced Administrator to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an experienced FS Administrator and therefore the client is happy to offer a base salary up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The role is office based in Horsham Immediate start