Our client is a very well established chartered financial practice, based in Buckinghamshire. They are looking for a career oriented individual to join their team. They will offer growth and development to the individual, salary from £40,000.00 Ideal candidate will be either level 4 qualified or close to achieving that level, further exams would be an advantage. Duties: Preparing suitability letters, both new business and ongoing review Researching existing client policies and providing a concise outline of how these function Processing and tracking new business applications Answering queries from the administration team with regards to ongoing client reviews and servicing Checking output from the administration team Cashflow planning Coordinating and tracking our weekly Advice Committee Please apply for further details
Apr 29, 2024
Full time
Our client is a very well established chartered financial practice, based in Buckinghamshire. They are looking for a career oriented individual to join their team. They will offer growth and development to the individual, salary from £40,000.00 Ideal candidate will be either level 4 qualified or close to achieving that level, further exams would be an advantage. Duties: Preparing suitability letters, both new business and ongoing review Researching existing client policies and providing a concise outline of how these function Processing and tracking new business applications Answering queries from the administration team with regards to ongoing client reviews and servicing Checking output from the administration team Cashflow planning Coordinating and tracking our weekly Advice Committee Please apply for further details
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
Apr 29, 2024
Full time
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
Exchange Street Claims & Financial Services
Bristol, Somerset
Just because you are happy doesn't mean you can't be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example.You're well looked after. Well thought of. Reasonably happy with your salary. But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that? The average new client at this business has more than £1m to invest. So cashflow modelling and the use of VCTs and EISs are par for the course. Want to up your technical game? This is the place to do it. This is a business that values what you have to say. They want to hear your ideas, to challenge how things are done and to contribute to strategy. You're an expert in your area after all, so why wouldn't they lean on you?Their management style as you'd expect is light touch. You're a motivated, conscientious person, so whilst there's great support you'll have their trust. Need help? Just ask. But you won't be micro-managed. And as for money it's not the priority but of course it's important. Here you'll get a starting salary of up to £45,000 if you're level 4 qualified. But if you have Chartered status any salary can be as high as £60,000. There's a decent benefits package too: Pension (5% matched; connect to salary exchange) DIS x 4 Income Protection (pay through to retirement) PMI (full cover, MHD, individual but option to add family) CashPlan Benefit Holiday (25 days + bank holiday + birthday) Volunteering / charity day (can be used independently or collegiately with team) Cycle to Work scheme Full expenses - includes travel expenses, exams and CII fees HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and have 2+ years experience as a paraplanner.The more technical skills you can evidence the better.And you'll be a career paraplanner. -You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off.But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. We will be in touch.Everyone will get a response.
Apr 29, 2024
Full time
Just because you are happy doesn't mean you can't be happier. Most people who read job adverts are not desperate for a new job. Paraplanners like you for example.You're well looked after. Well thought of. Reasonably happy with your salary. But that doesn't mean that you can't be better looked after. Challenged more. And paid more. You don't always need to have a reason to click apply other than how good another company sounds. And what's the harm in that? The average new client at this business has more than £1m to invest. So cashflow modelling and the use of VCTs and EISs are par for the course. Want to up your technical game? This is the place to do it. This is a business that values what you have to say. They want to hear your ideas, to challenge how things are done and to contribute to strategy. You're an expert in your area after all, so why wouldn't they lean on you?Their management style as you'd expect is light touch. You're a motivated, conscientious person, so whilst there's great support you'll have their trust. Need help? Just ask. But you won't be micro-managed. And as for money it's not the priority but of course it's important. Here you'll get a starting salary of up to £45,000 if you're level 4 qualified. But if you have Chartered status any salary can be as high as £60,000. There's a decent benefits package too: Pension (5% matched; connect to salary exchange) DIS x 4 Income Protection (pay through to retirement) PMI (full cover, MHD, individual but option to add family) CashPlan Benefit Holiday (25 days + bank holiday + birthday) Volunteering / charity day (can be used independently or collegiately with team) Cycle to Work scheme Full expenses - includes travel expenses, exams and CII fees HERE'S WHAT YOU'LL NEED:You'll be level 4 qualified and have 2+ years experience as a paraplanner.The more technical skills you can evidence the better.And you'll be a career paraplanner. -You're happy. You're loyal. And the thought of CVs, recruiters and interviews is a bit of a turn off.But having a brief conversation with one of our consultants might be an eye opener. It might even make you happier. The Times would vouch for that. Click apply. We will be in touch.Everyone will get a response.
An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each clients' financial futures. We are looking for a dedicated professional who is passionate about building relationships and delivering exceptional client support. If you have a knack for detail and a commitment to excellence, we invite you to apply for this exciting opportunity. Paraplanner salary is up to £40,000 Key Responsibilities: Develop and maintain client relationships through outstanding ongoing support. Ensure excellent client communication across all channels. Prepare presentations and other documents for client meetings and reviews. Assist in the preparation of advice letters and financial plans. Manage and communicate industry and market updates to clients. Obtain illustrations, related documentation, and forms to support suitability reports. Conduct comprehensive research as required. Serve as an efficient, friendly, and professional point of contact for clients and inquiries via telephone, email, and in person. Perform general office management duties, including call handling, appointment scheduling, stationery ordering, scanning, printing, etc. Qualifications: Proven experience in financial planning or a similar role. Excellent communication and interpersonal skills. Strong organisational and time-management abilities. Proficiency in office management software and tools. On Offer: Competitive salary and benefits package. Opportunities for professional development and career growth. A supportive and collaborative work environment.
Apr 29, 2024
Full time
An IFA firm is looking to hire a Paraplanner, they believe in empowering their clients with sound financial advice and personalised service. As a key member of the team, the Paraplanner will play a pivotal role in shaping each clients' financial futures. We are looking for a dedicated professional who is passionate about building relationships and delivering exceptional client support. If you have a knack for detail and a commitment to excellence, we invite you to apply for this exciting opportunity. Paraplanner salary is up to £40,000 Key Responsibilities: Develop and maintain client relationships through outstanding ongoing support. Ensure excellent client communication across all channels. Prepare presentations and other documents for client meetings and reviews. Assist in the preparation of advice letters and financial plans. Manage and communicate industry and market updates to clients. Obtain illustrations, related documentation, and forms to support suitability reports. Conduct comprehensive research as required. Serve as an efficient, friendly, and professional point of contact for clients and inquiries via telephone, email, and in person. Perform general office management duties, including call handling, appointment scheduling, stationery ordering, scanning, printing, etc. Qualifications: Proven experience in financial planning or a similar role. Excellent communication and interpersonal skills. Strong organisational and time-management abilities. Proficiency in office management software and tools. On Offer: Competitive salary and benefits package. Opportunities for professional development and career growth. A supportive and collaborative work environment.
Paraplanner Role. Competitive salary ( 32-45k depending on experience) Maidstone. We are looking for a highly experienced Paraplanner to join our client's busy office in Maidstone. Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK? This is a demanding and challenging role as Paraplanner and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic environment. Role and Responsibilities of Paraplanner: - You will work closely with our qualified advisers, to ensure the smooth running of the team and to provide an excellent service to our clients. The role includes but is not limited to: Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements Obtaining and analysing technical information from providers. Conducting technical research and interpreting the results in report format. Creating accurate cash flow planning analysis in line with client objectives. Preparation of suitability reports ensuring a high level of accuracy and care. Assist with administration for the team as needed Keeping up to date with all relevant product, legislative and technical changes As Paraplanner you will need to have: Due to the nature of the role and the industry, we are looking for someone with: Prior experience as a Paraplanner (2+ years) Excellent technical knowledge. Exceptional organisational skills and able to work well under pressure. Excellent communication skills, both written and verbally. A strong work ethic and a flexible attitude. A high level of accuracy Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems A desire to continue your development and obtain Chartered status Full level 4 Diploma in Regulated Financial Planning as a minimum Benefits: 25 days holiday + bank holidays. Further study support Discretionary performance linked quarterly bonus. Company pension Free parking on-site secure Parking. On-site parking Working Hours: Monday to Friday 9-5pm Education: Diploma of Higher Education (required) Experience: Paraplanning: 2 years (required) Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Apr 29, 2024
Full time
Paraplanner Role. Competitive salary ( 32-45k depending on experience) Maidstone. We are looking for a highly experienced Paraplanner to join our client's busy office in Maidstone. Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment in the south-east of the UK? This is a demanding and challenging role as Paraplanner and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic environment. Role and Responsibilities of Paraplanner: - You will work closely with our qualified advisers, to ensure the smooth running of the team and to provide an excellent service to our clients. The role includes but is not limited to: Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements Obtaining and analysing technical information from providers. Conducting technical research and interpreting the results in report format. Creating accurate cash flow planning analysis in line with client objectives. Preparation of suitability reports ensuring a high level of accuracy and care. Assist with administration for the team as needed Keeping up to date with all relevant product, legislative and technical changes As Paraplanner you will need to have: Due to the nature of the role and the industry, we are looking for someone with: Prior experience as a Paraplanner (2+ years) Excellent technical knowledge. Exceptional organisational skills and able to work well under pressure. Excellent communication skills, both written and verbally. A strong work ethic and a flexible attitude. A high level of accuracy Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems A desire to continue your development and obtain Chartered status Full level 4 Diploma in Regulated Financial Planning as a minimum Benefits: 25 days holiday + bank holidays. Further study support Discretionary performance linked quarterly bonus. Company pension Free parking on-site secure Parking. On-site parking Working Hours: Monday to Friday 9-5pm Education: Diploma of Higher Education (required) Experience: Paraplanning: 2 years (required) Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment. Tate is acting as an Employment Business in relation to this vacancy. Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Our client is a successful and established IFA firm based throughout Sussex 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 up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Apr 29, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex 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 up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Our client is a successful and established IFA firm based throughout Sussex 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 up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
Apr 29, 2024
Full time
Our client is a successful and established IFA firm based throughout Sussex 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 up to £34000 plus benefits. If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Immediate start
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 29, 2024
Full time
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 29, 2024
Full time
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing t click apply for full job details
Apr 29, 2024
Full time
This Paraplanner job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Paraplanner you will be focusing on undertaking the research, analysis and report writing t click apply for full job details
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Apr 29, 2024
Full time
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Ernest Gordon Recruitment Limited
Oxford, Oxfordshire
IFA Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential? This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you'll spearhead any assistance for efficient planning across three core areas: Personal, Corporate & Business, and financial management. In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations using Intelligent Office, and providing support to Paraplanners and Financial Advisors in their daily activities. This role would suit an experienced IFA or experienced Financial Admin, dedicated to delivering unparalleled service and ensuring client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, avenues for Progression, and additional company perks. The Role: IFA Administrator Putting together client documents and annual review packs Liaising with product providers Client engagement Monday to Friday (Hybrid/ Remote available once settled in role) The Person: Administrator Financial services experience Commutable to Oxford Reference Number: BBBH12863 Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Oxford, Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Apr 29, 2024
Full time
IFA Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential? This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you'll spearhead any assistance for efficient planning across three core areas: Personal, Corporate & Business, and financial management. In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations using Intelligent Office, and providing support to Paraplanners and Financial Advisors in their daily activities. This role would suit an experienced IFA or experienced Financial Admin, dedicated to delivering unparalleled service and ensuring client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, avenues for Progression, and additional company perks. The Role: IFA Administrator Putting together client documents and annual review packs Liaising with product providers Client engagement Monday to Friday (Hybrid/ Remote available once settled in role) The Person: Administrator Financial services experience Commutable to Oxford Reference Number: BBBH12863 Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Oxford, Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Exchange Street Claims & Financial Services
Chorley, Lancashire
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
Apr 29, 2024
Full time
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
Exchange Street Claims & Financial Services
Hitchin, Hertfordshire
If you're going to work from an office, you may as well be local. After all, there's only so many podcasts you can listen to on the train. And that's if you're lucky enough for a train to arrive. This business is set in the lush countryside of Hertfordshire. There's on-site parking and situated between the A1 and A6, good road access too. And you'll still have the challenge you need. You'll work on a 1-1 basis with the owner/director of the business, supporting them on a range of cases, include IHT planning. They are a busy adviser so your support will be invaluable and you'll take on a lot of responsibility. Not that you have to be the finished article. They do need someone with 2+ years experience as a paraplanner in an IFA/restricted setting. But they're happy to train you as well as fund you through exams (Chartered status and Level 4 if you aren't already). Salary is £35,000 - £40,000 but if you're more experienced than above and well qualified, then this bracket is negotiable. If you'd like to know more click apply. It doesn't matter if you don't have an up to date CV, just send us a way of contacting you. Everyone will receive a response.
Apr 29, 2024
Full time
If you're going to work from an office, you may as well be local. After all, there's only so many podcasts you can listen to on the train. And that's if you're lucky enough for a train to arrive. This business is set in the lush countryside of Hertfordshire. There's on-site parking and situated between the A1 and A6, good road access too. And you'll still have the challenge you need. You'll work on a 1-1 basis with the owner/director of the business, supporting them on a range of cases, include IHT planning. They are a busy adviser so your support will be invaluable and you'll take on a lot of responsibility. Not that you have to be the finished article. They do need someone with 2+ years experience as a paraplanner in an IFA/restricted setting. But they're happy to train you as well as fund you through exams (Chartered status and Level 4 if you aren't already). Salary is £35,000 - £40,000 but if you're more experienced than above and well qualified, then this bracket is negotiable. If you'd like to know more click apply. It doesn't matter if you don't have an up to date CV, just send us a way of contacting you. Everyone will receive a response.
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. 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 Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work
Apr 28, 2024
Full time
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. 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 Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry 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.
Apr 28, 2024
Full time
This IFA Administrator job near Coventry is ideal for an individual with experience as an Administrator within financial planning firms. Our client is a values-based financial planning firm is motivated by achieving great client outcomes, rather than driven by sales. You will be providing full administrative support to Financial Advisors, including: Acting a main liaison between the Paraplanners and Financial Advisors Updating and managing the diary system for a busy Financial Advisor Liaising with clients Preparing client review packs and documentation Acting on post-meeting tasks Dealing with letters of authority and liaising with providers to ensure new business is processed Writing suitability letters Processing new business on different platforms, including their own in-house DFM If you would like to undertake study towards professional qualifications, our client would happily support this. IFA Administrator Requirements You must have experience within financial planning (ideally, 5+ years') You must have good knowledge of investments, pensions and protection products The Company This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community. IFA Administrator Benefits Salary of £26,000 - £30,000 depending on experience Pension contribution of 8%, plus BUPA private healthcare Full-time or part-time roles available Office based role initially, with some flexible working thereafter Free car parking Culture This firm believe in a client focused culture, empowering their team to do what is right by the client. They encourage team collaboration and would welcome your input and ideas. Location Near Coventry 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.
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an exp click apply for full job details
Apr 28, 2024
Full time
Paraplanner Location Edinburgh or Stirling Salary £35,000 - £45,000 + (depending on experience and qualifications + excellent benefits package) Hours - Full Time hybrid or remote working options (Location is flexible and hybrid or remote working is an option for the right candidate) A highly successful large SJP Partner Practice with locations in Edinburgh and Stirling are looking to appoint an exp click apply for full job details
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports. Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
Apr 28, 2024
Full time
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Technical Administrator to support one of their highest producing Financial Planners. Candidates will be responsible for providing a technical administration service to the financial planner and paraplanner providing valuations, processing new business, obtaining valuations and preparing new business quotations, preparing and maintaining client files, undertaking product research, preparing recommendations and constructing accurate reports. Candidates need to have proven financial services / wealth management adminstration experience ideally with a strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning. Experience across a range of platforms is preferred. You will ideally be qualified to Level 4 / Diploma, or working towards (although this is not essential) and have good planning and organisational skills. In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, potentially into a Paraplanning / Advisory role, within this growing organisation.
NEW to market Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks The client is looking for office based however they will allow a day from home working We need an experienced person who has used multi platforms and ideally used X Plan although this is not essential You will be in a team supporting a number of advisers The client is happy to pay circa £37-38000 dependent on experience and qualifications (ideally part or full Level 4 Dip) There is also a benefits package on top bonuses and share options Please only apply if you are able to travel into the office daily at least 4 times per week Feel free to call Jason at Astral for more details
Apr 28, 2024
Full time
NEW to market Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks The client is looking for office based however they will allow a day from home working We need an experienced person who has used multi platforms and ideally used X Plan although this is not essential You will be in a team supporting a number of advisers The client is happy to pay circa £37-38000 dependent on experience and qualifications (ideally part or full Level 4 Dip) There is also a benefits package on top bonuses and share options Please only apply if you are able to travel into the office daily at least 4 times per week Feel free to call Jason at Astral for more details
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Apr 28, 2024
Full time
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.