Senior Wealth Planning

3 months ago

East London, United Kingdom Cranleigh Personnel Full time

**Title: Senior Wealth Planning / IFA Administrator**

**Based: Hackney, East London**

**Salary - £33,000 - £40,000**

**Job Summary**:
If you are a Senior Wealth Planning / IFA Administrator seeking your next challenge, we

have an exciting opportunity for you.

Our client, a boutique wealth planning company with a team of 4, is looking for a proactive Administrator to join their team as their PA / Client Review Administrator.

As an Administrator, you will play an essential role in ensuring the smooth running of their

client review process, supporting the Managing Director with 300 clients - approximately

100 reviews per year.

This is a fantastic opportunity for anyone looking for a role where you can have full

autonomy over the process and make the role your own

**Responsibilities**:

- Actively participate in the client annual review process
- Gather and correlate plan/policy information, produce valuations, and communicate with product providers to gather valuations
- Maintain client records and process annual review reports and new business processing using their back-office system
- PA duties including managing the MD’s diary, building relationships with clients and organising meetings

**Requirements**:

- Minimum 2 years Wealth Planning / IFA Administrator experience
- Excellent attention to detail and organizational skills
- Proficient in using back-office systems and online portals
- Strong interpersonal and communication skills
- Broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products

**Additional Information**:

- Working hours: 9am-5pm - office based
- Salary up to £40,000
- Holiday - 25 days + BH

For more information about the role and practice, please apply.

**Salary**: £33,000.00-£40,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 2 years experience as an IFA Administrator?

Work Location: In person

  • Senior Wealth Planning Advisor

    1 week ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Senior Wealth Planning Advisor

    1 week ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Senior Wealth Planning Advisor

    7 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Senior Wealth Planning Advisor

    7 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Senior Wealth Planning Advisor

    4 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Senior Wealth Planning Advisor

    4 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, serving around 250 client families...

  • Wealth Associate

    3 months ago

    London, United Kingdom MASECO Private Wealth Full time

    The is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...

  • Senior Wealth Planning Advisor

    2 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, looking after around 250 client...

  • Senior Wealth Planning Advisor

    2 days ago

    London, Greater London, United Kingdom Stonehage Fleming Full time

    Job Title: Senior Wealth AdvisorStonehage Fleming's Wealth Planning business is a leading provider of integrated financial planning and investment advice to UK wealthy and aspiring individuals. As a planning-led business, we are regulated to provide financial advice in the UK across investments, pensions, and protection, looking after around 250 client...

  • Senior Wealth Planning Specialist

    3 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.Key ResponsibilitiesInitiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.Maintain existing...

  • Senior Wealth Planning Specialist

    4 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.Key ResponsibilitiesInitiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.Maintain existing...

  • Senior Wealth Planning Specialist

    5 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.Key Responsibilities:Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.Maintain existing...

  • Senior Wealth Planning Specialist

    5 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.Key Responsibilities:Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.Maintain existing...

  • Senior Wealth Planning Professional

    7 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled professional to join their dedicated team on a permanent basis.Reporting directly to the Head of Client Services, the Senior Wealth Planning Assistant will be responsible for:Establishing and maintaining client relationships from inception,...

  • Senior Wealth Planning Professional

    7 days ago

    London, Greater London, United Kingdom Mason Blake Full time

    Senior Wealth Planning AssistantMason Blake, a leading Boutique Asset Management firm, is seeking a skilled professional to join their dedicated team on a permanent basis.Reporting directly to the Head of Client Services, the Senior Wealth Planning Assistant will be responsible for:Establishing and maintaining client relationships from inception,...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong commitment to quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Coleman Wealth Full time

    Unlock Your Potential as a Financial Advisor with Coleman WealthColeman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced financial advisors to take their career to the next level. As a Financial Advisor with Coleman Wealth, you will have the chance to work with a diverse client base, providing...

  • Financial Advisor

    2 weeks ago

    London, Greater London, United Kingdom Coleman Wealth Full time

    Unlock Your Potential as a Financial Advisor with Coleman WealthColeman Wealth is a leading financial advisory firm with a global presence, offering a unique opportunity for experienced financial advisors to take their career to the next level. As a Financial Advisor with Coleman Wealth, you will have the chance to work with a diverse client base, providing...