Ifa/financial Advisers Administrator
7 months ago
**IFA/Financial Advisers Administrator**
**Kingsland Wealth Management**
**Shrewsbury - office based**
**£20,000 - £28,000 depending on experience**
**The role**
We are seeking a highly motivated and experienced administrator to join our team. As an Administrator, you will be working with the Client Services Manager, assisting them with tasks to deliver exceptional service to our clients. You will work closely with a dedicated Client Services Manager, to provide the best possible service and experience for our clients. This is a key role at Kingsland Wealth Management and we are looking for someone who is detail-oriented and task driven.
**Key Responsibilities**
- Serve as the main point of contact for the Client Services Manager
- Prepare client packs for annual planning meeting, new client meeting or implementation meeting
- Processing of new business
- Provide regular updates on progress of cases to the Client Services Manager
- Answer calls and deal with third-party queries
- Manage task lists and prioritise workload within deadlines
- Compiling documents to be sent for compliance checks
- Completing and sending Letters of Authority to providers and following up on the requested information
- Preparing valuations and contacting providers for updated values
- Business submission such as fund switches, Bed & ISAs, Bed & Pension, and top-ups
- File preparation and filing away
- Update the CRM system (Intelliflo)
- Sorting incoming and outgoing post
- Ensure that business is conducted in a responsible, compliant, and timely manner, meeting all internal and external legislative requirements
**Essential criteria**
- Experience working in financial services
- Use of Microsoft Office
- Ability to work well under pressure
- Ability to prioritise and organise
- Excellent attention to detail
**Kingsland Wealth Management** is an established Chartered Financial Planners committed to a client-first approach. Our values align with a professional code of ethics.
At Kingsland Wealth Management, we help our clients make sense of their options and create a financial plan that gives them freedom and security. We look after our clients in a way many other firms choose not to. We focus on getting to know them and what they want to achieve at every stage of their life.
We ensure our clients' finances are always working hard for them, from tax planning and investment strategies to exiting a business or planning for retirement. We create financial plans for life.
We are proud and honoured to partner with some fantastic charities and projects that positively impact lives daily.
Please view our website for more information about our company and philosophy.
We offer competitive compensation packages including benefits such as health insurance, retirement plans, and paid time off. This is a full-time position with opportunities for career growth.
**Remuneration and Benefits**
- 20 days holiday plus birthday day off and Christmas/New Year closure
- After 5 years holiday increases incrementally to 25 days over 5 years
- Auto-enrolment Pension
- Private Medical Insurance and Death in Service after 12 months of service
- Staff bonus scheme up to 20% of salary
- Study and exam support
- Opportunity to get involved in volunteering to help the community and team social events
- Be part of a successful financial planning business looking to double in size in the next 5 years
If you are a motivated, experienced Administrator, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience.
**Job Types**: Full-time, Permanent
Pay: £20,000.00-£28,000.00 per year
**Benefits**:
- Company events
- Company pension
- Financial planning services
- Health & wellbeing programme
- Life insurance
- Private medical insurance
Schedule:
- 8 hour shift
- Day shift
- Holidays
- Monday to Friday
- No weekends
Supplemental pay types:
- Bonus scheme
- Performance bonus
Work Location: In person
Reference ID: KWM Admin
-
Ifa Administrator
7 months ago
Shrewsbury, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Shrewsbury - office based** **£25,000 - £35,000 depending on experience** **Are you an IFA Administrator looking for your next role?** - Would you like to work in a boutique wealth planning company instead of a corporate? - Are you looking to work for a company that offers growth and support for...
-
Financial Adviser
3 days ago
Shrewsbury, United Kingdom Truestar Talent Ltd Full timeThe successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -- **Basic Salary £50,000 to £60,000 basic for Diploma qualified. £65,000 to £80,000 for Chartered**: - Annual Bonus - Annual discretionary end of year bonus for all employees who have completed a year’s service - **_Existing...
-
Trainee Mortgage Administrator
3 days ago
Shrewsbury, United Kingdom Masons IFA Full timeThis is an opportunity for a Trainee Mortgage Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and Mortgage service to clients. This opportunity has arisen during a period of growth and we are now looking for someone to provide, after training, high quality administration and support...
-
Trainee Mortgage Administrator
5 days ago
Shrewsbury, United Kingdom Masons IFA Full timeMonday to Friday / 0900 - 1715 This is an opportunity for a Trainee Mortgage Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and Mortgage service to clients. This opportunity has arisen during a period of growth and we are now looking for someone to provide, after training, high...
-
Senior IFA Administrator
2 months ago
Shrewsbury, United Kingdom NJR Recruitment Careers Full timeOur client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as...
-
Financial Advisor
3 days ago
Shrewsbury, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Shrewsbury| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...
-
Independent Financial Advisor
5 days ago
Shrewsbury, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Shrewsbury| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering...
-
Shrewsbury, United Kingdom Njr Recruitment Full timeOur client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.Working as part...
-
Administrator - Financial Advising Practice
3 days ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Financial Planning Administrator** **Location: Shrewsbury** **Salary: £22,000 - £28,000** Supporting a team of Finance Advisors and Paraplanners dealing with a large portfolio of Private and Corporate clients, daily duties will be varied and consist of; - To create and maintain client records using Capita software programmes - Prepare client files for...
-
Senior Ifa Administrator
1 month ago
Shrewsbury, United Kingdom Njr Recruitment Full timeOur client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team.Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications.
-
Senior IFA Administrator
2 months ago
Shrewsbury, United Kingdom NJR Recruitment Full timeOur client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. Working alongside a number of consultants, the successful candidate should have proven experience working in a similar environment with knowledge of processing Pension & Investment applications. Working as...
-
Client Service Associate Financial Planning
21 hours ago
Shrewsbury, United Kingdom Kingsland Wealth Management Full time**Are you an experienced administrator or client services associate with a financial services background seeking to progress your career? Are you naturally motivated, accurate, flexible and client-focused with a 'can do' attitude?** **If this is you, we have a fantastic opportunity to join our busy, growing, forward-thinking financial planning firm offering...
-
Mortgage Adviser
7 months ago
Shrewsbury, United Kingdom Mortgage Advice Bureau - Severn Mortgage and Protect Full time**Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. Severn Mortgage & Protect are a market-leading and award-winning appointed representative of MAB.** As an established mortgage broker firm that has strong links with local professional introducers in...
-
Client Service Associate Financial Services
5 days ago
Shrewsbury, United Kingdom Recruitment Rebellion Full time**Are you an experienced administrator or client services associate with a financial services background seeking to progress your career? Are you naturally motivated, accurate, flexible and client-focused with a 'can do' attitude?** **If this is you, we have a fantastic opportunity to join our busy, growing, forward-thinking financial planning firm offering...
-
Financial Services Administrator
4 weeks ago
Shrewsbury, Shropshire, United Kingdom Njr Recruitment Full timeJob OverviewNJR Recruitment seeks a highly skilled and detail-oriented Financial Services Administrator to join our client's team. As an integral part of the company, you will be responsible for processing Pension & Investment applications, providing support to advisers and Paraplanners, and managing task lists and prioritizing workload within...
-
Paraplanner
20 hours ago
Shrewsbury, United Kingdom Ortus PSR Full time**Paraplanner** **Location: Shrewsbury** **Salary: £35,000 - £45,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...
-
Pa - Administrator
7 days ago
Shrewsbury, United Kingdom pi financial ltd Full timeWe are looking to recruit a full time person required to provide PA administrative support at Director level in Financial Services. - Excellent administrative skills - Highly developed organisational skills - Initiative - Ability to work to tight deadlines - Flexibility - Exceptional computer literacy including data entry and record keeping - Outstanding...
-
Client Services Associate
7 months ago
Shrewsbury, United Kingdom NJR Recruitment Full time**Client Services Associate - Chartered Financial Planning Firm** **Locations: Shrewsbury** **Salary: 25,000 - 35,000** Working as part of a highly experienced team, providing support to the advisers and in conjunction with the Paraplanners on various administrative tasks and delivering a professional, compliant service to our clients. Duties will...
-
Financial Administrator
3 weeks ago
Shrewsbury, Shropshire, United Kingdom Health Jobs UK Full time**Job Title:** Financial AdministratorWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at the Shrewsbury and Telford Hospital NHS Trust. As a key member of our payroll department, you will be responsible for managing financial transactions, maintaining accurate records, and providing excellent customer...
-
Administrative Professional in Wealth Management
1 month ago
Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full timeNJR Recruitment Job OpportunityWe are seeking an Administrative Professional to join our team in Shrewsbury, working directly for a financial planner who advises clients on pensions, investments, and mortgages. As a member of our wealth management team, you will provide administrative support, utilizing your organizational skills to manage multiple tasks and...