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Berkmann Wine Cellars
Grays, England, United Kingdom
ROUTE TRANSPORT PLANNER Thurrock – RM20 3AX £30k-£33k depending on experience Berkmann Wine Cellars is proud to be the largest family owned and family-run wine importer in the UK. We have been selling premium wine since 1964 and our expertise has grown along with our award-winning portfolio. We are looking to recruit a Route Transport Planner who
Job Source: Berkmann Wine CellarsNigel James Associates Ltd
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Role Nigel James Associates are working on behalf of one of the country’s fastest growing independent financial planning companies to recruit for two Financial Planners to join their northern region. The roles will be taking over existing HNW clients from the advisers who are retiring. You can be based between North Yorkshire and North East England
Job Source: Nigel James Associates LtdEverpool Recruitment
united kingdom
Job Title: Financial Planner Location: West Midlands (Warwickshire and Worcestershire) Salary: £50,000 - per annum We are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a moder
Job Source: Everpool RecruitmentSt. James’s Place
oxted, england, United Kingdom
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Job Source: St. James’s PlaceGreater London Authority
South East London
Come and play your part in shaping the future of London. You will work as part of the brilliant team of planning professionals who lead on the London Plan, (the Mayors Spatial Development Strategy), which sets the policies for development across the capital. From leading conversations and engagement with stakeholders and communities, to producing
Job Source: Greater London AuthorityQuilter Financial Planning
England, United Kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come wi
Job Source: Quilter Financial PlanningQuilter Financial Planning
greater london, england, United Kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come wi
Job Source: Quilter Financial PlanningQuilter Financial Planning
united kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come wi
Job Source: Quilter Financial Planninggreater london, england, United Kingdom
Ref JM/23122
Financial Planning Assistant (Genuine route to Adviser/Planner)
Central London (West End)
Up to £38k plus bonus and excellent benefits
The Opportunity
A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses. Supporting a high achieving adviser, they are looking for a talented, ambitious IFA Administrator to provide support and fully develop their career, moving into Paraplanning and then with the support of the business becoming a trusted adviser in the business. This is a client-facing business and will provide excellent exposure to help with your training and progression. You will gain experience in complicated financial planning solutions and investment selection/portfolio management and research.
The Role
As an experienced IFA administrator, your duties will include (but are not limited to):
Acting as a point of contact for clients and providers
Preparing portfolio valuations/reviews and packs for client reviews and meetings
Scheduling and managing client meetings
Collating suitability report packs and ensuring all regulatory requirements are met
Prompt and compliant submission of new business
Managing pipeline business
Maintaining new business and existing records on the firm’s back-office system (Intelliflo Office)
Screening and dealing with the adviser’s email, post, and calls where appropriate
Ad-hoc tasks and projects for the wider practice team
About you
As an experienced Wealth Management or IFA Administrator you will have proven experience working in a wealth management or a financial services environment and will have a working knowledge of the sector. You will be able to detail a track record in supporting Advisers/Paraplanners as well as be able to demonstrate strong communication skills. In addition you will be self-motivated and a good team player and possess the following:
Experience of liaising with product/investment providers and platforms
Excellent grammar, spelling, and punctuation
Excellent interpersonal and communication skills
Ability to work as part of a team but also to work unsupervised with a high level of self- motivation
Excellent time management and organisation skills
Ability to work to tight deadlines
IT skills including MS Office (Outlook, Excel, Word, OneNote, Teams) and the ability to pick up new software/programs quickly
Experience with the Transact and AJ Bell platform
Good knowledge and recent experience with the Intelliflo (IO) back-office system
Relevant exam experience; R01 through R06
In summary
This opportunity is one of the most progressive roles that we are currently handling, giving a talented IFA Administrator the opportunity to join a superb employer in the Wealth Management sector and genuinely be supported to develop a career path into advice should this be a desired direction. We expect a high level of interest in this role due to the nature of the opportunity therefore please apply promptly!
If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to [email protected]
Financial Planning Assistant (Genuine route to Adviser/Planner) jobs in greater london, england, United Kingdom
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