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.
May 16, 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.
Role: IFA Administrator Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations. Salary: Competitive and negotiable Location: Rawtenstall, UK Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
May 16, 2024
Full time
Role: IFA Administrator Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations. Salary: Competitive and negotiable Location: Rawtenstall, UK Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid working with up to four days each week working from home.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Responsibilities will include; Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions Carry out any necessary technical research Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome Work with the financial planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc Support the financial planner with tech Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. The package details; Salary to £50,000 Annual discretionary bonus Excellent Pension Group Life Assurance Group Income Protection Private Medical Insurance Employee Assistant Programme Generous Holiday Allowance Flexibens Package This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 16, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid working with up to four days each week working from home.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Responsibilities will include; Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions Carry out any necessary technical research Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome Work with the financial planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc Support the financial planner with tech Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. The package details; Salary to £50,000 Annual discretionary bonus Excellent Pension Group Life Assurance Group Income Protection Private Medical Insurance Employee Assistant Programme Generous Holiday Allowance Flexibens Package This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.
Role: Assistant Paraplanner - Paraplanning Support Square Peg Associates are currently recruiting for an Assistant Paraplanner to work within successful firm based in Rawtenstall within the Finance sector. The business is experiencing significant growth and require an Assistant to the Paraplanner/Practice Manager to help support the business operations. Location: Rawtenstall Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
May 16, 2024
Full time
Role: Assistant Paraplanner - Paraplanning Support Square Peg Associates are currently recruiting for an Assistant Paraplanner to work within successful firm based in Rawtenstall within the Finance sector. The business is experiencing significant growth and require an Assistant to the Paraplanner/Practice Manager to help support the business operations. Location: Rawtenstall Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package £22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role Overview To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently. Key Outputs To generate new business opportunities through a combination of inbound and outbound calls Discussing customer's pensions to understand if our service would be suitable Making live transfers or booking future appointments for the Wealth Management Guidance Team Working towards productivity and conversion KPI's To provide professional and efficient administrative support to the Wealth Management Team Preparing new business applications Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc. Updating Customer records following every interaction Managing pipeline to ensure that customers are kept updated throughout their experience Updating Customer records following every interaction Adhering to Anti?-?Money Laundering, customer validation and DPA requirements/guidelines at all times Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion Other ad?-?hoc duties as and when required by the business About us Not your typical financial services firm Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive. We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve. Our Values: Customer first Be Respectful - Treat customers and colleagues at all levels with dignity and respect. Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague. Raise the bar Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development - Take responsibility for your personal development and that of the business. Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others. Do the right thing Be Accountable - Take responsibility for your actions and learn from any mistakes. Keep Your Promises - Do what you say you'll do, when you say you'll do it. Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback. Win together Collaborate & Share - Be generous with your time and ideas, working with and for the wider team. Appreciate others -Recognise the contribution made by every colleague to the success of our business. Focus on Solutions - Show resilience and determination, focusing on the solution not the problem. The person : Overview: An enthusiastic and highly organised individual with great attention to detail. The ability to apply a methodical approach to tasks, particularly when working to deadlines or under pressure. Able to work as part of a team, keen to lend a hand and help colleagues when and where necessary. Strong communication skills are essential - providing clear and accurate updated to both colleagues and customers. Motivated to provide a high level of customer service to help ensure our customers have the best experience. Skills and knowledge: Essential Ability to work within a team environment and on own initiative. You will be able to hit the ground running and integrate with the team quickly as this role will be one of the key customer contact points to ensuring the success of the business. Desirable Previous inbound / outbound telephone experience Evidence of performing to targets Previous pension administration experience Experience working within Financial Services across a broad spectrum of business areas Diary management experience Qualifications: General education GCSE A-C or equivalent in Maths and English Financial services qualifications CII exams are desirable but not mandatory. Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
May 16, 2024
Full time
Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package £22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role Overview To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently. Key Outputs To generate new business opportunities through a combination of inbound and outbound calls Discussing customer's pensions to understand if our service would be suitable Making live transfers or booking future appointments for the Wealth Management Guidance Team Working towards productivity and conversion KPI's To provide professional and efficient administrative support to the Wealth Management Team Preparing new business applications Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc. Updating Customer records following every interaction Managing pipeline to ensure that customers are kept updated throughout their experience Updating Customer records following every interaction Adhering to Anti?-?Money Laundering, customer validation and DPA requirements/guidelines at all times Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion Other ad?-?hoc duties as and when required by the business About us Not your typical financial services firm Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive. We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve. Our Values: Customer first Be Respectful - Treat customers and colleagues at all levels with dignity and respect. Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague. Raise the bar Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development - Take responsibility for your personal development and that of the business. Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others. Do the right thing Be Accountable - Take responsibility for your actions and learn from any mistakes. Keep Your Promises - Do what you say you'll do, when you say you'll do it. Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback. Win together Collaborate & Share - Be generous with your time and ideas, working with and for the wider team. Appreciate others -Recognise the contribution made by every colleague to the success of our business. Focus on Solutions - Show resilience and determination, focusing on the solution not the problem. The person : Overview: An enthusiastic and highly organised individual with great attention to detail. The ability to apply a methodical approach to tasks, particularly when working to deadlines or under pressure. Able to work as part of a team, keen to lend a hand and help colleagues when and where necessary. Strong communication skills are essential - providing clear and accurate updated to both colleagues and customers. Motivated to provide a high level of customer service to help ensure our customers have the best experience. Skills and knowledge: Essential Ability to work within a team environment and on own initiative. You will be able to hit the ground running and integrate with the team quickly as this role will be one of the key customer contact points to ensuring the success of the business. Desirable Previous inbound / outbound telephone experience Evidence of performing to targets Previous pension administration experience Experience working within Financial Services across a broad spectrum of business areas Diary management experience Qualifications: General education GCSE A-C or equivalent in Maths and English Financial services qualifications CII exams are desirable but not mandatory. Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Chelmsford A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
May 16, 2024
Full time
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Chelmsford A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Mansfield A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
May 16, 2024
Full time
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Mansfield A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
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 click apply for full job details
May 16, 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 click apply for full job details
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.
May 15, 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.
Service Service Employment Agency Limited
Peterborough, Cambridgeshire
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay
May 15, 2024
Full time
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administrative background such as mortgages or legal work with a desire to break into the Financial Services sector and establish their career. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported but this role will be predominantly office based 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study Biannual, discretionary, profit related pay
Job Title: Paraplanner Location: City of London Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasizes a personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognized European custodians. Benefits: 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays. Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees. Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions. Gym subsidy of up to 50 per month. Employee Assistance Program and other emotional well-being services. A collaborative working environment with ongoing training, educational support, and employee appreciation events. Role Overview: As an experienced Paraplanner, you will join Europe's UK New Business team, providing regulated advice on various financial areas such as pension transfers, bond surrenders, investment taxation, and structure suitability. Reporting to your Team Leader, you will formulate asset allocation recommendations and write suitability reports. Key Responsibilities: Assess clients' financial situations to determine suitable asset allocation recommendations. Evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs. Review and formulate plans for clients with highly specialized situations. Evaluate existing pension and investment bond arrangements to determine suitability for transfer. Create and lead training sessions for other groups within the firm. Contribute to ad hoc projects aimed at improving the efficiency of PCA Group. Adhere to the Training and Competence (T&C) scheme to ensure regulatory compliance. Qualifications: University degree or equivalent combination of education/experience. Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable. 3+ years of financial services experience. Strong organizational and time-management skills. Quantitative in nature with an ability to work under pressure in a dynamic team environment. Exceptional understanding of portfolio management philosophies and financial planning principles. Must undergo an initial Fit and Proper (F&P) assessment before performing the role independently, with annual assessments to ensure ongoing compliance. This is an excellent opportunity to join a company that values its employees, offering a collaborative working environment and a range of benefits to support your long-term goals. Apply now and contribute to a team committed to providing unmatched service in the financial industry. 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.
May 15, 2024
Full time
Job Title: Paraplanner Location: City of London Salary: Highly competitive compensation base range DOE + 2 annual discretionary bonuses + extensive benefits. Work Arrangement: Hybrid working. Are you an experienced Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasizes a personalised approach to investing? Join our client's dynamic team, where your expertise will contribute to the success of a company that aligns with clients' best interests through a transparent fee structure and recognized European custodians. Benefits: 100% paid premiums for top-tier supplemental medical, dental, and annual health screening plans for employees and qualified dependents. 28 days annual leave, with the option to purchase up to 3 additional days per year, and up to 8 paid holidays. Enhanced maternity pay package with 16 weeks' top-up to full base pay for eligible employees. Retirement pension plan featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions. Gym subsidy of up to 50 per month. Employee Assistance Program and other emotional well-being services. A collaborative working environment with ongoing training, educational support, and employee appreciation events. Role Overview: As an experienced Paraplanner, you will join Europe's UK New Business team, providing regulated advice on various financial areas such as pension transfers, bond surrenders, investment taxation, and structure suitability. Reporting to your Team Leader, you will formulate asset allocation recommendations and write suitability reports. Key Responsibilities: Assess clients' financial situations to determine suitable asset allocation recommendations. Evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs. Review and formulate plans for clients with highly specialized situations. Evaluate existing pension and investment bond arrangements to determine suitability for transfer. Create and lead training sessions for other groups within the firm. Contribute to ad hoc projects aimed at improving the efficiency of PCA Group. Adhere to the Training and Competence (T&C) scheme to ensure regulatory compliance. Qualifications: University degree or equivalent combination of education/experience. Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable. 3+ years of financial services experience. Strong organizational and time-management skills. Quantitative in nature with an ability to work under pressure in a dynamic team environment. Exceptional understanding of portfolio management philosophies and financial planning principles. Must undergo an initial Fit and Proper (F&P) assessment before performing the role independently, with annual assessments to ensure ongoing compliance. This is an excellent opportunity to join a company that values its employees, offering a collaborative working environment and a range of benefits to support your long-term goals. Apply now and contribute to a team committed to providing unmatched service in the financial industry. 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.
A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and EIS matters as well as giving guidance a click apply for full job details
May 15, 2024
Full time
A leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a paraplanner who has experience of working on more complex matters such as VCT and EIS matters as well as giving guidance a click apply for full job details
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
May 15, 2024
Full time
SENIOR IFA ADMINISTRATOR LOCATION WIGAN SALAYUP TO 32,000 One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: " Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner " Sort and allocate the post when necessary " Meet and greet visitors when necessary" Prepare client valuations and ensure back office system is updated (Intelligent Office) " Prepare review packs when necessary " Fully utilise back office system and ensure it is kept up to date with accurate information " Process new business and follow up until policy issue " Scan and file documents using the document management system (Papercloud) " Process client withdrawals and Bed & ISA transfers " Disinvest to ensure adviser charges are paid when necessary " Complete fund switches on client portfolio's What you'd have: " Excellent interpersonal skills both written and verbal " Accurate with good attention to detail " Excellent time management " Excellent IT skills including knowledge of Microsoft Office products " Detailed knowledge of the FCA's rules and requirements " Broad knowledge of the financial services sector " At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of out consultants. Ref: NJR 14765
This Technical IFA Administrator 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 Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham 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.
May 15, 2024
Full time
This Technical IFA Administrator 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 Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham 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.
As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. Paraplanners are also responsible for submitting new business, so you will need to understand and oversee business submission within your team. You will also ensure that our team of inhouse administrators produce the highest standard of work. Administrative support incorporates Letter of Authority processing and assisting in wider company projects as required. Another key part of this role is ongoing gathering and monitoring of MI. More importantly, you also need to be able to suggest improvements and project manage their implementation. As part of the Leadership & Management Team, collaboration across all departments is crucial for successful 'end to end' financial planning and profitable growth in the business. Principle accountabilities; Lead a small team of inhouse paraplanners and administrators Manage workflow capacity (inhouse and outsourced) on a weekly teamwork allocation Perform quality assurance checks to ensure the highest quality of work across the board Liaise with SJP Business Assurance team to ensure regulatory requirements are understood ad embedded Work with BA to review feedback and resolve issues Drive a continuous improvement culture Meet Quality of Documentation targets and other KPIs Contribute to operational processes and quality improvement initiatives Facilitate training sessions for administrators, paraplanners and trainee advisers Your profile To be successful in your application you will demonstrate the following knowledge, skills and experience; Level 4 Diploma in Financial Planning, Chartered status would be advantageous 5-10 years experience within Paraplanning In depth knowledge of the paraplanning process knowledge and experience of paraplanning and business assurance standards at SJP Experience managing a workflow - delegating workload, monitoring progress and analysing performance Exceptional attention to detail Planning and organisation skills Great verbal and written communication Coaching and leadership skills Why us? We combine the institution strength of St James' Place with a highly personal service of a partner owned boutique practice and offer advice across as full range of Private Client Investment and Retirement Planning. Benefits Package Salary up to £60,000 Annual discretionary bonus scheme 5% Employer pension contribution 22 days holiday, increasing with service Additional Leave For End Of Year Company Closure Birthday Day - Paid Leave Quarterly Company events Hybrid working policy
May 15, 2024
Full time
As the Head of Paraplanning you will support the success of the practice by ensuring that the business obtained is being processed compliantly and in a timely manner. You will ensure that the quality of the work delivered by your team of inhouse and outsourced paraplanners is to the highest standard. Paraplanners are also responsible for submitting new business, so you will need to understand and oversee business submission within your team. You will also ensure that our team of inhouse administrators produce the highest standard of work. Administrative support incorporates Letter of Authority processing and assisting in wider company projects as required. Another key part of this role is ongoing gathering and monitoring of MI. More importantly, you also need to be able to suggest improvements and project manage their implementation. As part of the Leadership & Management Team, collaboration across all departments is crucial for successful 'end to end' financial planning and profitable growth in the business. Principle accountabilities; Lead a small team of inhouse paraplanners and administrators Manage workflow capacity (inhouse and outsourced) on a weekly teamwork allocation Perform quality assurance checks to ensure the highest quality of work across the board Liaise with SJP Business Assurance team to ensure regulatory requirements are understood ad embedded Work with BA to review feedback and resolve issues Drive a continuous improvement culture Meet Quality of Documentation targets and other KPIs Contribute to operational processes and quality improvement initiatives Facilitate training sessions for administrators, paraplanners and trainee advisers Your profile To be successful in your application you will demonstrate the following knowledge, skills and experience; Level 4 Diploma in Financial Planning, Chartered status would be advantageous 5-10 years experience within Paraplanning In depth knowledge of the paraplanning process knowledge and experience of paraplanning and business assurance standards at SJP Experience managing a workflow - delegating workload, monitoring progress and analysing performance Exceptional attention to detail Planning and organisation skills Great verbal and written communication Coaching and leadership skills Why us? We combine the institution strength of St James' Place with a highly personal service of a partner owned boutique practice and offer advice across as full range of Private Client Investment and Retirement Planning. Benefits Package Salary up to £60,000 Annual discretionary bonus scheme 5% Employer pension contribution 22 days holiday, increasing with service Additional Leave For End Of Year Company Closure Birthday Day - Paid Leave Quarterly Company events Hybrid working policy
Do you want to work with a successful and growing business? Would you like to work for an employer who will support your career ambitions? Perhaps you want a Paraplanner role where parking is available? If this is of interest - we'd love to hear from you This is an exciting opportunity to join an Independent Financial Advisor firm who are renowned for offering a personal approach and strong ethics that offers a high-quality advice. Working closely with an adviser you will apply your excellent technical knowledge and exceptional organisational skills to provide an outstanding service to clients. As a Paraplanner you will be client-facing at times, therefore professional presentation and communication is critical. This is a hybrid role with 1 day / week working from home. Benefits: Onsite parking. 25 days holiday + an extra day off for your birthday. Career development and training available Required Skills and Qualifications for the Paraplanner role: Working alongside the advisor to understand each clients needs and goals. Undertake product research and creating cash flow plans Preparesuitability reportsto a highly accurate level. Assist with client queries, changes and other related administration Key Responsibilities: Level 4 DipFA qualified (or equivalent) 2+ years Paraplanner experience. Familiarity with industry specific software systems. Strong Microsoft Office experience 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!
May 15, 2024
Full time
Do you want to work with a successful and growing business? Would you like to work for an employer who will support your career ambitions? Perhaps you want a Paraplanner role where parking is available? If this is of interest - we'd love to hear from you This is an exciting opportunity to join an Independent Financial Advisor firm who are renowned for offering a personal approach and strong ethics that offers a high-quality advice. Working closely with an adviser you will apply your excellent technical knowledge and exceptional organisational skills to provide an outstanding service to clients. As a Paraplanner you will be client-facing at times, therefore professional presentation and communication is critical. This is a hybrid role with 1 day / week working from home. Benefits: Onsite parking. 25 days holiday + an extra day off for your birthday. Career development and training available Required Skills and Qualifications for the Paraplanner role: Working alongside the advisor to understand each clients needs and goals. Undertake product research and creating cash flow plans Preparesuitability reportsto a highly accurate level. Assist with client queries, changes and other related administration Key Responsibilities: Level 4 DipFA qualified (or equivalent) 2+ years Paraplanner experience. Familiarity with industry specific software systems. Strong Microsoft Office experience 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!
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator 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!
May 15, 2024
Full time
Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA Administrator 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!
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Cheltenham A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
May 14, 2024
Full time
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Cheltenham A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Bath A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
May 14, 2024
Full time
Job Title: Paraplanner Salary: £ 34,000 - £ 45,000 Location: Bath A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years. They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options. The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them. The Role The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm's Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you. Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment. The Required Skills: Experience working within a Financial Planning or Wealth Management Firm is essential. An understanding of paraplanning with knowledge around Suitability report writing is desirable. Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous. Personable professional who is comfortable dealing with clients both written and verbally. A good understand and knowledge around pensions and investments If you are interested in hearing more about this position, please get in touch with us at Capio
The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent team workflow click apply for full job details
May 14, 2024
Full time
The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the workload of the whole team, making sure there is a consistent team workflow click apply for full job details