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Financial Planning Administrator/Junior Paraplanner £30,000 - £40,000 Tring / Hybrid (1-2 a week from home) Our client is a specialist ‘whole of market’ financial planning firm providing independent financial planning advice to individuals, families, companies and trusts. They have been established to provide highly personalised financial planning service The now require a Financial Planning Administrator/Junior Paraplanner to join the team. Job Overview: This is a varied role working alongside the senior administrator, paraplanners and office manager to assist all staff with their duties. The role will give the candidate exposure to all areas within the IFA back office, enabling the candidate to gain lots of experience and increase their knowledge of the industry. The candidate must have a flexible attitude to work. You will work alongside the admin and paraplanner staff to ensure we provide the best outcome for our clients. You would be expected to work to work independently as well as within a team, be proactive and have a positive attitude and be able to prioritise your own workload. Key Responsibilities include: • Assist the paraplanners with the suitability report letters for new business and annual reviews., • Process incoming post, scan and file electronically, and distribute to colleagues where necessary., • Carry out electronic identity data verification checks on clients where appropriate., • Check client’s attitude to risk and ensure this matches their investment portfolio., • Prepare and submit Letters of Authority and gathering all necessary plan details for research and analysis., • Log all new business on Intelligent office., • Prepare illustrations on the provider sites, • Process all new business applications through to completion., • Accurately processing client withdrawals and contributions, • Place trades for clients on provider sites where appropriate., • Prepare client packs for adviser meetings and issue any documentation to clients., • Create and maintain accurate and up-to-date client and plan records on Intelligent Office, • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and saved to our internal sharepoint., • Create, manage, and complete tasks on Intelligent Office., • Produce management MI reports upon request., • Taking ownership and accountability for all administration tasks., • Liaise with the team of advisers and their clients to ensure they are kept updated about any admin tasks you are undertaking on behave of the firm., • Assist the office manager with Income reconciliation, acquisitions and system development. Person Specification: • Numerical and problem-solving skills, • Accuracy and high attention to detail, • Passion for providing service excellence and drive to achieve results., • IT skills – Microsoft Office Outlook, Word, Excel, • Excellent written and spoken communication skills., • Flexibility and a positive attitude towards opportunity, • A mindset that puts the customer at the centre of everything we do, • An ability to work independently and as a team. Education/Experience Requirements: • Minimum of 1 years’ experience in financial services admin., • Good understanding of financial products., • Good understanding of the format a suitability letter., • GCSE level 5 or equivalent in English and Maths., • Previous experience with the following systems and platforms would be advantageous: Intelliflo, Genovo, Finametrica, Veriphy, Cash Calc, Transact, Royal London, AEGON, Prudential & A J Bell. Location This is a full time role working out of our office in Tring. Once fully trained and passed probation, there is flexibility for the role to become hybrid working from home 1-2 days a week. Benefits Employee benefits include company pension via salary sacrifice scheme and death in service life assurance.

A financial services firm near Hemel Hempstead is seeking an experienced IFA Administrator to join their supportive team.

Due to expansion, our client is looking for a dedicated and experienced Financial Administrator to join their team.

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit an IFA Administrator as part of their growth journeyAs an IFA Administrator you will be joining their back office team who support their local Financial Advisors. You will be undertakin

My client is currently looking for an experienced IFA Administrator to join their team in Stoke on Trent. Previous experience in an IFA environment is essential.

This IFA Admin Team Leader job in Bradford-on-Avon is available within a well established financial planning firmYou will be joining a strong team who provide holistic financial planning to HNW and UHNW clients. The business requires an IFA Admin Team Leader to manage and lead their small team of su

Our client who provide specialist knowledge and expertise to their customers, as well as upholding excellent company values, are now recruiting for ambitious and conscientious individuals to join their team.This will be on a full time, permanent basis from their bright and welcoming offices in Chelt

This is a fantastic opportunity for someone with financial services or IFA experience who enjoys a varied role and wants to develop their career within a supportive and professional environment. Previous experience within financial services, IFA or provider environment. We are working with a growing

Due to ongoing growth, our client, an established Chartered Financial Planning firm based on the outskirts of Durham, is looking to recruit a new Administrator to add to the team and help them continue to provide the highest possible level of service, to new and existing clients.

Our client is looking for an experienced IFA Administrator to support Office Managers and Financial Planners, delivering a high-quality, compliant service to clients. Minimum 2 years’ experience in an IFA Administrator role.

A Financial Advisory firm in England is urgently seeking an IFA Administrator to support Directors and Advisers.

If you're ready to take your career to the next level and make a difference in the lives of clients and advisers alike, we want to hear from you! Apply now to join our client's dedicated team as an IFA Administrator! 🚀. Join Our Team as an IFA Administrator! 🌟. As a Senior Administrator, you w

Paraplanner/ IFA Administrator with complex cases. Day to day of the IFA Administrator. Requirements of the IFA Administrator.

A dedicated employment agency is seeking an IFA Administrator for a temporary position in London. The role involves processing new business, managing client records, and supporting a team of administrators.

We are recruiting a Finance Administrator on behalf of our client, a well-established IFA financial services organisation based in Central London. This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. IFA or financi

A Chartered Financial Planning firm on the outskirts of Durham is seeking an Administrator to support their Administration and Financial Planning teams.

IFA Administrator (With Paraplanner Progression). Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team. The role would ideally suit an individual who already has some experience working within an IFA firm and

A financial services firm in North East England is looking for an experienced IFA Administrator.

Our client is looking for a talented individual to join their.Relevant financial services experience is essential and some knowledge of the Curo (Microsoft Dynamics) back office system is desirable, as are initiative and drive.Acting as the point of contact between advisers, clients and third party

A recruitment agency is seeking an experienced IFA Administrator to join a close-knit team in Maidstone.

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

An award winning and well know IFA is seeking Senior IFA Administrator to join their growing team. Role: Senior IFA Administrator. This is a really great opportunity for a Senior Administrator from an IFA background who is looking for a role that will provide career growth and an opportunity to crea

As part of their ongoing growth, our client, with offices in North Tyneside, has an immediate requirement for an experienced IFA Administrator. Must be an accomplished IFA Administrator.

A well-known financial services firm is seeking a Senior IFA Administrator in Taunton. This position requires over 5 years of IFA administration experience and knowledge of FCA regulations, with opportunities for career growth.

Administrator in an IFA environment.

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. Working as part of a team of 10 Client Relations Administrators reporting to the Client Relations Team Manager. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, expe

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

A boutique financial planning firm in Essex is seeking a Graduate IFA Administrator to support its client services team.

A recruitment consultancy is seeking an experienced IFA Administrator in England to support Office Managers and Financial Planners by managing client files and processing new business.

Attention to detail and prior admin experience in an IFA/Wealth office are crucial, making you a key part of the team. A leading Financial Planning Practice is seeking an experienced Financial Services Administrator in Newton-le-Willows.

We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis.

Due to growth an exciting opportunity is now available for an IFA Administrator based in Taunton to join their team,.

Due to expansion, our client has a vacancy for an experienced IFA Administrator to join the business. Clark James Recruitment are working with a professional and highly regarded IFA business. Previous experience within an administration role within an IFA firm and have a flexible approach during per

This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business. IFA or financial planning/Wealth Management environment - Required. IFA) financial services organisation.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

A leading recruitment firm is seeking an experienced IFA Administrator to join a highly regarded IFA business. The ideal candidate has prior experience within an IFA firm and possesses strong communication skills.

We are urgently seeking an IFA Administrator to join the existing Administrative teams.

A reputable financial services organization in Central London is seeking an experienced Finance Administrator to join their centralised administration team.

I am currently recruiting for a Senior IFA Administrator to join an established firm in Peterborough. Proven experience in a financial services or IFA environment is essential. Proactively supporting Independent Financial Advisers (IFAs) and liaising with product providers.

Assistant Company Secretary & Insurance Manager - Dunstable.Assistant Company Secretary & Insurance Manager.Dunstable (LU5 5XE), hybrid working 3 days in the office, 2 days working from home/another location.General Counsel - Secretariat & Insurance.Are you driven by excellence in corporate governan

The salary advertised is full time (35 hours per week, 52 weeks per year).Part-time hours / sessional posts will be pro-rated accordingly.This is a 39-week sessional post i.Monday - Friday, working 7 hours per day.East Lothian Council seek to appoint a positive, resilient and committed individual fo

INTERNAL APPLICANTS MUST APPLY VIA MYSELF.This vacancy is internal and open to applications from employees of North Lanarkshire Council and Associated Employers* only.The "Apply now" button is not activated for this role.Please log into your MySelf account for further instructions on how to apply as

As a Bank Care Assistant at a Barchester care home, you'll help residents enjoy each day by making sure they get the quality care and support they deserve.You'll assist with daily living, providing support and companionship and sharing great moments and memories too.It's a chance to bring your dedi

Relief Social Care Assistant, St Brendan’s, Isle of Barra.Distant Islands Allowance per hour).You will work enthusiastically as a member of a team that promotes and supports Adults with Support Needs to actively take part within local resources and facilities, to maximise their inclusion, independ