Trainee Ifa Administrator

7 months ago


Grimsby, United Kingdom Cranleigh Personnel Full time

**Trainee IFA Administrator**

**Location - Grimsby**

**Salary: £23,000 - £26,000**

Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?

For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.

Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.

Due to continued expansion and growth, our client, a well-established wealth planning practice based in Leeds is looking for a trainee IFA Administrator / Wealth Planning Administrator to join their friendly and supportive team.

The main benefits of this role includes the ultra-friendly, warm and supportive team, and the option for anyone with a transferable skill set within financial services to build and grow their skills and become proficient in all aspects of IFA administration and client services.

The role offers the opportunity to work within an established financial services company and receive full training and development through a structured development programme.

**Key attributes to be successful within the role**:

- Strong work ethic
- Thriving within a busy varied role
- Can do attitude
- Team player but also self-motivated and able to work on own initiative
- Keen to learn and develop skills to ensure develop best competency withinthe role
- Organisational and prioritisation skills
- Strong attention to detail.

**Salary**: £23,000.00-£26,000.00 per year

Schedule:

- Monday to Friday

Work Location: In person



  • Grimsby, United Kingdom Recruit UK Full time

    **Job Title: IFA Administrator/Paraplanner** **Industry: Financial Services** **Location: Grimsby** **Salary: £24,000-£28,000** **Job Reference: 16278** Are you an IFA administrator with **strong technical and administrative knowledge**? Then this role is for you! Recruit UK are working with a firm in **Grimsby**, looking for a **IFA...

  • Paraplanner

    2 weeks ago


    Grimsby, United Kingdom Reward Recruitment Full time

    **PARAPLANNER** **Grimsby** An excellent opportunity to join a regional Financial Planning Practice. Our client is currently looking to employ an experienced Paraplanner, who has the ability to join the company and make an immediate impact, supporting the Financial Advisors. The opportunityoffers excellent career prospects, to develop as a technical career...


  • Grimsby, United Kingdom IRIS Full time

    **Permanent, Full time** **The Vacancy** We have a number of fantastic opportunities for trainees and experienced Payroll professionals to join our Dataplan Client Payroll team in Grimsby for our next intake. These positions are important as you'll be responsible for delivering our outsourced payroll services to Dataplan customers in an efficient and...


  • Grimsby, United Kingdom Recruit UK Full time

    Recruit UK is looking for an Administrator to join a financial planning firm who have a stronghold of offices across the Northeast of England. Their office in Grimsby is looking for an Administrator to join the team. The firm prides itself on ensuring its clients can meet financial independence by providing them with clear choices and excellent customer...

  • HR Trainee

    3 weeks ago


    Grimsby, North East Lincolnshire, United Kingdom e-Careers Limited Full time

    Start a Rewarding Career in Human ResourcesWe are seeking highly motivated and enthusiastic individuals to join our team as an Apprentice HR Administrative Assistant. In this role, you will gain hands-on experience in various aspects of human resources, including recruitment, employee relations, and performance management.The ideal candidate should be...


  • Grimsby, United Kingdom Northern Lincolnshire And Goole Nhs Foundation Trust Full time

    Job summary We currently have two Trainee Clinical Coding Officer vacancies; one at Diana, Princess of Wales Hospital in Grimsby and one at Scunthorpe General Hospital.The post holder should be self-motivated, enthusiastic, efficient, reliable, willing to learn, have good interpersonal skills and be physically fit.They should have a proven ability to...


  • Grimsby, United Kingdom Iris Full time

    Salary - **Competitive + Benefits + Bonus** - Location - **Grimsby, UK** - This is a _permanent_, _full time_ vacancy_ that will close _in 25 days_ at 23:59 BST_. _ **The Vacancy** **Permanent, Full time** **The Vacancy** We have a number of fantastic opportunities for trainees and experienced Payroll professionals to join our Dataplan Client Payroll...


  • Grimsby, United Kingdom Iris Full time

    Salary - **Competitive + Benefits + Bonus** - Location - **Grimsby, UK** - This is a _permanent_, _full time_ vacancy_ that will close _in 9 days_ at 23:59 BST_. _ **The Vacancy** **Permanent, Full time** **The Vacancy** We have a number of fantastic opportunities for trainees and experienced Payroll professionals to join our Dataplan Client Payroll team...


  • Grimsby, United Kingdom McArthur Dean Training Full time

    Our client, a busy Doctor's practice, has an excellent opportunity for a Customer Service/Administration Trainee to work within their busy office department. **Apprenticeship** Customer Service Practitioner Level 2 Duties will include: - Answering calls; communicating with patients/other visitors in person - Assisting with appointments - Assisting with...


  • Grimsby, United Kingdom McArthur Dean Training Full time

    Our client, a busy Doctor's practice, has an excellent opportunity for a Customer Service/Administration Trainee to work within their busy office department. **Apprenticeship** Customer Service Practitioner Level 2 Duties will include: - Answering calls; communicating with patients/other visitors in person - Assisting with appointments - Assisting with...


  • Grimsby, North East Lincolnshire, United Kingdom e-Careers Limited Full time

    e-Careers Limited invites applications for an Entry-Level HR Administrative Assistant role, offering the ideal opportunity to pursue a career in Human Resources. As a key member of our team, the successful candidate will enjoy a comprehensive training program, flexible working arrangements, and a competitive salary package.About the OpportunityIn response to...


  • Grimsby, North East Lincolnshire, United Kingdom Northern Lincolnshire and Goole NHS Foundation Trust Full time

    Job SummaryNorthern Lincolnshire and Goole NHS Foundation Trust is seeking a Clinical Coding Officer/trainee Clinical Coding to join our team. The successful candidate will be responsible for coding patient information using ICD10 and OPCS 4 Classification Schemes.About the JobThis is an exciting opportunity for a motivated individual to develop their skills...


  • Grimsby, North East Lincolnshire, United Kingdom Northern Lincolnshire and Goole NHS Foundation Trust Full time

    Job Description: We are seeking an experienced Clinical Coding Officer/trainee Clinical Coding professional to join our team at Northern Lincolnshire and Goole NHS Foundation Trust. As a Clinical Coding Officer, you will be responsible for ensuring accurate and efficient coding of inpatient and day case episodes using ICD10 and OPCS 4 Classification...


  • Grimsby, North East Lincolnshire, United Kingdom Northern Lincolnshire and Goole NHS Foundation Trust Full time

    Job OverviewWe are seeking a highly skilled Clinical Coding Officer/trainee Clinical Coding to join our team at Northern Lincolnshire and Goole NHS Foundation Trust. This is an exciting opportunity for a motivated individual to develop their skills in clinical coding and contribute to the delivery of high-quality healthcare services.About the RoleThe...