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The Orchard Practice
Borehamwood
Financial Planning IFA Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect their futures. Do you have at least one years experience gained in a financial planning or IFA firm? Do you share our values friendship and enjoyment,
Job Source: The Orchard PracticeEquity and General
London
IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000 Are you an experienced financial planning administrator? Do you love working in administration and wish to take your career in sal
Job Source: Equity and Generalmbf.
London
Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team. The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors. Key Resp
Job Source: mbf.MI Search Ltd
Rickmansworth
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new busines
Job Source: MI Search LtdMI Search Ltd
Hertford
This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Hertford. In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new busi
Job Source: MI Search LtdJenson Fisher Consulting Ltd
London
My client is a specialist organisation that offers exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency. They ar
Job Source: Jenson Fisher Consulting LtdBrevere Group
London
Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to join their team. Based in state of the art offices, you will join an established team who provide supp
Job Source: Brevere GroupBlakemore Recruitment
London
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London (Liverpool Street). They are currently looking to recruit a Private Client IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will sup
Job Source: Blakemore RecruitmentLondon
This Financial Planning Administrator job is well suited to career minded individuals with ambitions to become a Paraplanner and then a Financial Adviser
You will be supporting a busy Financial Adviser with ambitions to increase his funds under management by £5m every 6 months. The plan is for you to initially join as a Financial Planning Administrator and grow in confidence, skills and knowledge and transition to become his Paraplanner over 12 months.
From there, you will continue to expand your knowledge and be more hands-on with his clients to give you opportunity to learn how to be a Financial Adviser. 12 months after becoming a Paraplanner, you should then be ready to start providing financial advice to his clients and referrals.
We are seeking an individual who throughout this journey, is proactive in utilising all available opportunities to learn. In addition, you should remain alert to potential business opportunities to generate new clients and relationships to benefit the overall team.
The Company
A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.
Financial Planning Administrator Requirements
You should be a current Financial Planning Administrator with 2+ years’ experience
Individuals already started working towards their Diploma in Financial Planning would be preferred
You should be proactive, eager to learn and a team player
Financial Planning Administrator Benefits
Salary of circa £30,000 dependent upon experience
Plus bonuses based on the team achieving agreed milestones
Hybrid working, with initially 4 days office based, reducing to 3 days office based after 6 months
Dynamic environment with great team working ethic
Location:
Faringdon
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Financial Planning Administrator jobs in London
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