The Role: to assist in providing administrative and technical support to the Paraplanner(s) within the business. Reports To: Paraplanner and Financial Planner Key Requirements and Skills: Good team working and liaison skills to deal effectively with tasks set and provide support for other team membersAn understanding of FCA regulations and guidelines relating to financial services...
You will be advise clients as appropriate to their circumstances and objectives. Specific responsibilities
You will inherit a high value client book that has been cultivated by the existing advisor for over 40 years!
You will provide exemplary service and work closely with the existing advisor to allow for a seamless transition
You will work in a high functioning, close knit team so a minimum of 2 days per week in the central London office is a must.
You will lead a team of 4+ administrators, support process improvements, and help drive exceptional service standards across the department. Key Responsibilities: Lead, support, and oversee the daily operations of the administration team Act as the main escalation point for team queries, workflow, and workload distribution
You will identify their needs and demands and provide solutions accordingly. Your main objective is to find and bring new clients to the company through various methods of sales and marketing.
You will lead a small team to work on projects prioritised by their commercial and operational importance alongside providing advice to our business (as usual) operations supporting IFA’s who give pension and wider financial services education, guidance and advice.
You will be working on a range of projects that will require strong technical skills and a good understanding of pension legislation.
Financial Planning Administrator London £25,000 - £30,000 Looking to take your financial services career further? My client, a respected and well-established Financial Planning and Wealth Management firm based in London, are offering a genuine career-building opportunity for a Financial Services Administrator who's ready to grow. If you've already spent at least a year in an IFA or financial...
You will be a point of contact for clients and third parties dealing with general enquiries, as well as meeting and greeting at the office
You will oversee ongoing Consumer Duty requirements to ensure client review meetings are scheduled and recorded appropriately
You will also be responsible for diary management for the Partner
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. 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 Reporting to the Group Administration Manager, this newly created role will support the...
You must have broad product knowledge across investments, pensions, protection, IHT and ideally trusts. You would have access to an office in the region where your support team will be based but the role is very flexible in terms of where you work and how you run your week.
Financial Administrator (IFA) - London, Harrow Our client is looking for a Financial Administrator to join their team in London. The Administrator will help provide admin support to both the office manager and financial adviser. PRINCIPAL DUTIES Review submitted cases and ensure documentation is correct before cases are submitted.Point of contact for Adviser / PA queries in relation to...
Our clients are a long established and successful wealth management business based in South London who service Private and Corporate clients across the UK. The role will be to run the operations of the private client business and manage the private client sales support administration team. Duties will include Overseeing the IT CRM System, Overseeing staff Training and Development, providing...
You will be joining a well-established SJP practice on a self-employed basis. For this role, we are looking for a candidate with at least 2 years advising experience, from either an IFA or SJP background. Our client can offer salary advances whilst you build your client bank (bringing your own clients over is not-essential for this role).
We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in London. 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 support the Central Administration Team in ensuring the efficient and...
Senior Financial Administrator - London Our client is looking for a Senior Financial Administrator to join their team in London. Key Accountabilities: PA and general admin duties Organise and diarise meetings on behalf of the Private Client AdvisorsWork with the Private Client Advisors to prioritise tasksFields calls and email queries as appropriate and act on all non-technical queriesProvide...
You will also be working closely with the Paraplanners and the Financial Planners to make sure all processes and procedures are maintained within the business. Ideal candidates will have previously managed teams of Support staff in the past and have worked within a Independent Financial Planning practice.
We are currently recruiting for a Financial Planning practice in Kingston who are looking to recruit a Financial Planning Administrator. They are looking for someone with at least 2 years of IFA admin experience and can hit the ground running. This individual needs to be very organised, confident in dealing with clients and good literacy skills are essential. They will support anyone who would...