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).
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
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
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
Mar 26, 2024
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Mar 25, 2024
Full time
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice. Specific duties will include: Meet potential new clients to ascertain their current and future financial planning needs Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures Introduce clients to the wider support team of the business Maintain the existing HNW client book and retain excisting clients Building and maintaining a strong network of professional connections Identify and make suggestions to the Investment propositions and make recommendations The successful candidate will have around 3+ years experience working within the Financial Services sector, ideally within an IFA firm working as a Senior Administrator or as a Paraplanner. You will have recently qualified (or very nearly qualified) with a Level 4 Diploma in Financial Planning / Financial Advice, and will be looking for the next step in your career towards becoming a Financial Adviser. Ideally you'll have strong knowledge of Pensions, Investments and Retirement Planning. You will be educated to at least A level standard, with good grades. A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
Our client is a successful and established IFA firm based in Hove 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 Administrator and therefore the client is happy to offer a base salary around £30000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The client is happy for you to be remote 3 days per week and 2 days in the Hove office Immediate start
Mar 25, 2024
Full time
Our client is a successful and established IFA firm based in Hove 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 Administrator and therefore the client is happy to offer a base salary around £30000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply The client is happy for you to be remote 3 days per week and 2 days in the Hove office Immediate start
We are delighted to represent a highly successful Independent Financial Planning firm located in Bristol. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will have the privilege of working alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.In this pivotal position, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, collaborating closely with the Paraplanner on technical matters, providing comprehensive sales support, and assisting with low-level paraplanning tasks as needed.This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.The client is offering a competitive basic salary to £32,000 + bonus and very strong company benefits. They also offer hybrid working which is split between office & home - typically 3 days in the office and 2 working from home.
Mar 23, 2024
Full time
We are delighted to represent a highly successful Independent Financial Planning firm located in Bristol. Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.As a valued member of the Financial Planning team, you will have the privilege of working alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients. Joining a close-knit team of Advisers, Paraplanners, and Wealth Administrators, you will play a vital role in delivering technical admin support to Senior Paraplanners and Financial Advisers on a daily basis.In this pivotal position, your responsibilities will include engaging with the firm's valued clients, liaising with insurance providers, ensuring the smooth operation of online systems, collaborating closely with the Paraplanner on technical matters, providing comprehensive sales support, and assisting with low-level paraplanning tasks as needed.This role is an ideal opportunity for confident and ambitious individuals who are ready to take the next step in their career by joining a leading name in the financial planning market. Our client is committed to your professional growth and success. They will provide you with comprehensive training and support to pursue further qualifications. Furthermore, there are excellent prospects for progression within the business.The client is offering a competitive basic salary to £32,000 + bonus and very strong company benefits. They also offer hybrid working which is split between office & home - typically 3 days in the office and 2 working from home.
Are you an experienced IFA Administrator? If so, our client would love to hear from you! A well-established firm of Chartered Financial Planners who are based just outside of Bristol are looking for a Senior Administrator to join their team. The Role You will be providing support the paraplanners and financial planners with all administration duties as required. This will be done by collating information required for regular client review meetings, ensuring client records and back-office records are maintained, dealing with new business applications, Liaising with product providers and other suppliers and dealing with client queries and ad-hoc requests. The Business The company are directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. You will be working alongside paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities. Training will be provided enabling you to develop, you will have the ability to study with financial support with to develop your career in Financial Services. Based 5 miles out of Bristol City Centre, you will benefit from onsite parking and beautiful grounds surrounding the office. Benefits Salary of up to £35,000, depending on experience 26 days holiday to 31 days after 5 years + bank holidays A day off each year where you can volunteer to undertake charity work for a charity of your choice Generous employer pension contribution DIS Cover provided Income Protection cover Discretionary bonus available Private Medical Insurance and Health Cash plan Free parking provided. Support with achieving professional qualifications. If you are interested, apply now!
Mar 23, 2024
Full time
Are you an experienced IFA Administrator? If so, our client would love to hear from you! A well-established firm of Chartered Financial Planners who are based just outside of Bristol are looking for a Senior Administrator to join their team. The Role You will be providing support the paraplanners and financial planners with all administration duties as required. This will be done by collating information required for regular client review meetings, ensuring client records and back-office records are maintained, dealing with new business applications, Liaising with product providers and other suppliers and dealing with client queries and ad-hoc requests. The Business The company are directly authorised and specialise in providing advice in pensions, investments and protection as well as providing corporate services. You will be working alongside paraplanners and financial planners in maintaining existing relationships whilst helping to develop new opportunities. Training will be provided enabling you to develop, you will have the ability to study with financial support with to develop your career in Financial Services. Based 5 miles out of Bristol City Centre, you will benefit from onsite parking and beautiful grounds surrounding the office. Benefits Salary of up to £35,000, depending on experience 26 days holiday to 31 days after 5 years + bank holidays A day off each year where you can volunteer to undertake charity work for a charity of your choice Generous employer pension contribution DIS Cover provided Income Protection cover Discretionary bonus available Private Medical Insurance and Health Cash plan Free parking provided. Support with achieving professional qualifications. If you are interested, apply now!
Senior IFA Administrator Based: Holborn, London Salary: £36,000 + 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 into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
Mar 22, 2024
Full time
Senior IFA Administrator Based: Holborn, London Salary: £36,000 + 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 into a full blown Paraplanner. You are not required to be diploma qualified yet but will be expected to take the exams during the time in the role. The role will also give you the opportunity to become a full Paraplanner in time. This is an excellent opportunity to develop your career with a proactive employer.
Senior IFA Support Administrator, Telford Salary up to £32k, and competitive Benefits. 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 Telford 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 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 2 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 Private Medical Insurance (Bupa) 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 22, 2024
Full time
Senior IFA Support Administrator, Telford Salary up to £32k, and competitive Benefits. 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 Telford 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 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 2 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 Private Medical Insurance (Bupa) 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