We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
May 18, 2024
Full time
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries
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
May 18, 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
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
May 18, 2024
Full time
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals. The role Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings. The benefits Salary up to £35,000 (Dependent on experience). Progression opportunities. 22.5 days annual leave + Bank holidays. Birthday off. Last day before Christmas off. Death in service 3x. Company pension. Onsite parking. Mid-day finish on a Friday. Full benefits to be confirmed. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
May 18, 2024
Full time
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000. The business The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with over £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals. The role Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings. The benefits Salary up to £35,000 (Dependent on experience). Progression opportunities. 22.5 days annual leave + Bank holidays. Birthday off. Last day before Christmas off. Death in service 3x. Company pension. Onsite parking. Mid-day finish on a Friday. Full benefits to be confirmed. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients Research, recommendations, fact finds, report writing Assisting the IFA with preparation for meetings Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers Ensuring all work is carried out adhering to FCA legislation Compliance administration Liaising with clients Ensuring all information is recorded correctly Using Intelligent Office back-office system Involved with HNW clients; dealing with pensions and investments as well as protection cases Working towards the Level 4 Diploma in financial planning Person Specification: Ideally somebody with 2-3 years' experience of working in an IFA support role and looking for career progression Graduates that can demonstrate a desire for a career within wealth management will be considered Organised, efficient, professional, team player Strong communication, client relationship skills Somebody that works to a high standard, ensuring clients receive an exceptional service Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning Additional Information: Newbury based, 2 days working from home Salary depending on experience, likely to be £28-35k 9-6pm Monday to Friday Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs) Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
May 18, 2024
Full time
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future Job Description: Working alongside current paraplanner who is now a qualified IFA ready to take on advising clients Research, recommendations, fact finds, report writing Assisting the IFA with preparation for meetings Spending time with the IFA Support Administration team, processing new and existing business, supporting the IFAs, liaising with providers Ensuring all work is carried out adhering to FCA legislation Compliance administration Liaising with clients Ensuring all information is recorded correctly Using Intelligent Office back-office system Involved with HNW clients; dealing with pensions and investments as well as protection cases Working towards the Level 4 Diploma in financial planning Person Specification: Ideally somebody with 2-3 years' experience of working in an IFA support role and looking for career progression Graduates that can demonstrate a desire for a career within wealth management will be considered Organised, efficient, professional, team player Strong communication, client relationship skills Somebody that works to a high standard, ensuring clients receive an exceptional service Numerate, ambitious, happy to work towards the level 4 Diploma in financial planning Additional Information: Newbury based, 2 days working from home Salary depending on experience, likely to be £28-35k 9-6pm Monday to Friday Full support to acquire Level 4 Diploma in Financial Planning (including materials, study leave, exam costs) Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited's Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
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 18, 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!
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
May 16, 2024
Full time
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
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
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.
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!
Paraplanner - Dorset - Up to c45k DOEWe are working with an established and respected IFA firm, who have a requirement for a paraplanner within the team due to business growth.This offers an exciting opportunity for someone to join the team and be part of a successful business.The successful candidate will:Work closely with existing clients, the managing director and administration teamDraft and finalise client letters and emailsResearch and produce quality, accurate, easy to understand client reports and recommendations which clearly detail the benefits to clientsLiaise with and work closely with existing and new clientsSkills and qualifications required:Up-to-date knowledge of pensions, investments, and inheritance tax planningExcellent report writing ability, proofreading skillsExcellent computer skills, including the Microsoft Office Suite (Outlook, Word and Excel)Excellent organisation and time-management skillsVery good interpersonal skillsIdeally you will possess CII Level 4 Diploma in Financial Planning, or equivalentYou will need to be experienced in a similar role within a financial firm & will ideally be Diploma qualified or have Chartered Financial Planner status or working towards thisOther information:Salary Up to c45k DOE and qualificationsCompany pensionPrivate medical insuranceThis is an office based roleFull time hours - Monday-Friday but some flexibility in hours will be considered
May 14, 2024
Full time
Paraplanner - Dorset - Up to c45k DOEWe are working with an established and respected IFA firm, who have a requirement for a paraplanner within the team due to business growth.This offers an exciting opportunity for someone to join the team and be part of a successful business.The successful candidate will:Work closely with existing clients, the managing director and administration teamDraft and finalise client letters and emailsResearch and produce quality, accurate, easy to understand client reports and recommendations which clearly detail the benefits to clientsLiaise with and work closely with existing and new clientsSkills and qualifications required:Up-to-date knowledge of pensions, investments, and inheritance tax planningExcellent report writing ability, proofreading skillsExcellent computer skills, including the Microsoft Office Suite (Outlook, Word and Excel)Excellent organisation and time-management skillsVery good interpersonal skillsIdeally you will possess CII Level 4 Diploma in Financial Planning, or equivalentYou will need to be experienced in a similar role within a financial firm & will ideally be Diploma qualified or have Chartered Financial Planner status or working towards thisOther information:Salary Up to c45k DOE and qualificationsCompany pensionPrivate medical insuranceThis is an office based roleFull time hours - Monday-Friday but some flexibility in hours will be considered
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is £22,000-26,000. Responsibilities: Conduct research and gather information to support the financial advisors in their client meetings. Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements. Assist in the preparation and submission of regulatory compliance documentation. Collaborate with the team to improve processes and systems to enhance efficiency and productivity. Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organising meetings, and managing client communication. Requirements: Previous experience working in a similar role within the financial services industry, preferably within an IFA firm. Knowledge of financial products and services, including investments and pensions. Strong attention to detail and excellent organisational skills. If you are ready to start your career within financial services APPLY Now!
May 14, 2024
Full time
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry? We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners. The salary range for an IFA Administrator is £22,000-26,000. Responsibilities: Conduct research and gather information to support the financial advisors in their client meetings. Maintain accurate and up-to-date client records, ensuring compliance with regulatory requirements. Assist in the preparation and submission of regulatory compliance documentation. Collaborate with the team to improve processes and systems to enhance efficiency and productivity. Provide comprehensive administrative support to the financial advisors, including preparing client documentation, organising meetings, and managing client communication. Requirements: Previous experience working in a similar role within the financial services industry, preferably within an IFA firm. Knowledge of financial products and services, including investments and pensions. Strong attention to detail and excellent organisational skills. If you are ready to start your career within financial services APPLY Now!
IFA Administrator Based: Dorking, Surrey 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 14, 2024
Full time
IFA Administrator Based: Dorking, Surrey 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.
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. Role responsibilities: The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service: Managing a bank of consultants and their clients providing first class customer service and excellent administrative support. Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Person specification: The successful candidate will have experience working for an IFA / Financial Planning firm and experience and understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme Performance related bonus About the company A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working and flexible working to all staff. Next Steps Apply now if your skills and experience align with this Financial Planning / IFA 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.
May 14, 2024
Full time
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. Role responsibilities: The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service: Managing a bank of consultants and their clients providing first class customer service and excellent administrative support. Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Person specification: The successful candidate will have experience working for an IFA / Financial Planning firm and experience and understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme Performance related bonus About the company A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working and flexible working to all staff. Next Steps Apply now if your skills and experience align with this Financial Planning / IFA 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.
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients. This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one's success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan. The successful candidate will have at least 3 years' experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business. This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact. Role/Responsibilities/Experience Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all client/adviser-related activities and tasks in an efficient and accurate manner. Maintaining accurate records and ensuring uploading of information to Intelligent Office. Reply to clients and organising client meetings for the Advisers. Preparing review packs and pre-meeting materials. Please apply on-line or contact Cameron James for a full job description.
May 13, 2024
Full time
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients. This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one's success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan. The successful candidate will have at least 3 years' experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business. This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact. Role/Responsibilities/Experience Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all client/adviser-related activities and tasks in an efficient and accurate manner. Maintaining accurate records and ensuring uploading of information to Intelligent Office. Reply to clients and organising client meetings for the Advisers. Preparing review packs and pre-meeting materials. Please apply on-line or contact Cameron James for a full job description.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
May 13, 2024
Full time
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with Paraplanning duties. The Business The business is a well-established Financial Services firm who have been in operation for over 10 years with several advisors working within the Essex area. The firm have plans to expand the business in the coming years and are looking to grow the team. They also have links with a large accountancy practice. The Role You will be providing administrative support for the advisors and paraplanners within the firm. This includes processing new business, liaising with clients and providers, updating the back office accurately, preparing client review reports, valuations, and illustrations. You may then have the chance to undertake in assisting with suitability reports, research, analysis, and product comparisons where required. The Benefits Up to £30,000 Salary dependent on experience. 25 days holiday plus bank holiday. Discretionary bonus. Exam and study support. Employer Pension scheme increasing to 7.5% from year 2. Optional healthcare scheme. Car parking. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
May 13, 2024
Full time
This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with Paraplanning duties. The Business The business is a well-established Financial Services firm who have been in operation for over 10 years with several advisors working within the Essex area. The firm have plans to expand the business in the coming years and are looking to grow the team. They also have links with a large accountancy practice. The Role You will be providing administrative support for the advisors and paraplanners within the firm. This includes processing new business, liaising with clients and providers, updating the back office accurately, preparing client review reports, valuations, and illustrations. You may then have the chance to undertake in assisting with suitability reports, research, analysis, and product comparisons where required. The Benefits Up to £30,000 Salary dependent on experience. 25 days holiday plus bank holiday. Discretionary bonus. Exam and study support. Employer Pension scheme increasing to 7.5% from year 2. Optional healthcare scheme. Car parking. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 9024 Job Description: Recruit UK are orking on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal
May 13, 2024
Full time
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £28,000 - £32,000 Job Reference: 9024 Job Description: Recruit UK are orking on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal