Current jobs related to Ifa Administrator/paraplanner Work From Home - London - Financial Divisions

  • IFA Support Administrator Paraplanner Hybrid Working

    2 weeks ago

    London, Greater London, United Kingdom The Recruiter Ltd Full time

    IFA Support Administrator Paraplanner Hybrid WorkingSalary: Not specifiedLocation: London, EssexJob Type: PermanentRef: SJP230727Company: HNW Independent Financial Services BrokerIndependent IFA is seeking to recruit an IFA Support Administrator/Paraplanner.Responsibilities:Dealing with a variety of administration in respect of client's...

  • Ifa Administrator/junior Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    An Independent, Boutique Wealth Management IFA client is looking for an IFA Administrator/ Junior Paraplanner to join their team in London. The role will be based 3 days in the office and 2 days from home. They are very well respected in the Wealth Managementspace and due to continuous growth are now looking for an IFA Administrator/ Junior Paraplanner to...

  • Ifa Administrator

    1 week ago

    London, United Kingdom Cranleigh Personnel Full time

    **Title: Senior IFA administrator** **Location: Cannon Street (London)** **Salary between £32,000 - £35,000 depending on skills and experience.** **The opportunity** Are you an IFA administrator looking for your next challenge within wealth management? Would you like the opportunity to work as part of a company that recognises the value of senior...

  • Ifa Administrator

    6 days ago

    London, United Kingdom Financial Divisions Full time

    Are you an experienced IFA Administrator seeking a stable yet fun working environment? Award winning, Chartered IFA Firm are looking for a diploma qualified Paraplanner. Financial Divisions are working with an impressive IFA firm who have an excellent level of Assets under management working with Private Clients the Wimbledon. The firm pridethemselves in...

  • Junior Paraplanner/ifa Administrator

    4 days ago

    London, United Kingdom Financial Divisions Full time

    A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...

  • Junior Paraplanner/ifa Administrator

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...

  • Ifa Administrator

    6 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator - 3xdays per week home working** **Location: City, London** **Salary: £26,000 - £30,000 - Dependent on your experience** **Are you looking for your next challenge within financial services/wealth planning?** **Would you relish the opportunity to work in an administrative function whilst working...

  • Ifa Administrator/paraplanner

    7 days ago

    London, United Kingdom Financial Divisions Full time

    **IFA Administrator/Paraplanner - clear direction to Advisor** **Central London with flexible working** **Salary: £32k to £35k-Bonus, Study, mentoring programme** **Overview** My Client, a Chartered firm of Independent Financial Advisors, are looking to offer this exciting opportunity to an ambitious and proactive Financial Administrator or junior...

  • Ifa Administrator/paraplanner to Advisor

    15 minutes ago

    London, United Kingdom Financial Divisions Full time

    **plus Bonus,Study, mentoring programme** **Overview** My Client, a Chartered firm of Independent Financial Advisors, are looking to offer this exciting opportunity to an ambitious and proactive Financial Administrator or junior Paraplanner to take on a progressive role with a definite path to a future Advisorrole. As a growing and ambitious firm based in...

  • Graduate Ifa Administrator to Trainee Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    I am currently recruiting for an Independent Wealth Management Firm who require an ambitious Graduate who is looking to carve out a career within Wealth Management. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As an Graduate IFA Administrator you will...

  • Paraplanner - £38 - £40k - Croydon - (Work From

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    Are you an experienced Paraplanner seeking a stable yet fun working environment? Award winning, Chartered IFA Firm are looking for a diploma qualified Paraplanner. Financial Divisions are working with an impressive IFA firm who have an excellent level of Assets under management working with Private Clients the London arena. The firmpride themselves in...

  • Technical Ifa Administrator/junior Paraplanner

    18 hours ago

    London, United Kingdom Financial Divisions Full time

    My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile and experienced IFA Administrator/Junior Paraplanner who is passionate about what they do. This role will offer full careerprogression and support you in becoming a Paraplanner. You will be supporting the advisers in the...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    **Plus bonuses, benefits and study support** They take the opinion of the IFA administrators that they hire today will be their company’s IFAs and Paraplanners of the future and offer clear defined career paths in these areas, and will support your growth as you work and develop your experience andclient facing skills within the business. Work will be a...

  • Technical Ifa Administrator

    5 days ago

    London, United Kingdom Cranleigh Personnel Full time

    **Technical IFA Administrator / Junior Paraplanner** **Location: City, London** **Salary:£30,000 - £40,000 depending upon experience** Are you a Technical IFA Administrator / Junior Paraplanner looking for your next career move? - You have been promised multiple times that you can have more mentoring, exam support or pay rises, however it just hasn’t...

  • Ifa Administrator/paraplanner

    2 days ago

    London, United Kingdom Financial Divisions Full time

    **plus bonus and excellent benefits** **The Opportunity** **The Role** As an experienced IFA Administrator or junior Paraplanner, duties will include (but are not limited to): - Acting as a point of contact for clients - Preparing suitability report packs and ensuring all regulatory and internal firm requirements are met - Product and fund research -...

  • Ifa Administrator to Paraplanner

    59 minutes ago

    London, United Kingdom Financial Divisions Full time

    A Multi Award winning, Chartered Wealth Management Firm who are fully independent and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning are looking for an experienced IFA Administrator. Companyoffers full study support and training to become a Paraplanner. You will be working alongside a highly...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Reed Insurance Full time

    REED Finncial Services are proud to be representing a vastly experienced IFA client who are based in a stunning converted barn in the rural village of Doynton Bristol, conveniently situated just 5 minutes from the M4. Due to growth they seek 2 xIFA Administratorto join their successful team and in return a competitive salary plus benefits can be offered plus...

  • Senior Ifa Administrator Hybrid Working

    6 days ago

    London, United Kingdom Reed Insurance Full time

    Stand out opportunity to join an award-winning IFA/Wealth Management within their client servicing administration and support function. The Senior Administrator will be a key part of one of the financial planning teams. A large part of this role will be to communicate effectively with platforms/providers as well as internally with financial planners,...

  • Ifa Administrator/paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    **Bonus, Study, pension, life insurance, generous holidays** Our client, a growing and ambitious firm based in prestigious offices in central London, provides independent financial advice and investment management for Private Clients and their families. They are looking now to subsequently grow their team to recruita committed IFA Administrator or junior...

  • Paraplanner

    1 week ago

    London, United Kingdom Vision-FS Recruitment Full time

    **Paraplanner** **Location: London** **Minimum Requirements: Paraplanning experience** **Employed role: £40-55,000 basic, bonus and benefits** **YOUR NEW COMPANY** A leading National IFA business is currently seeking a Paraplanner to join their growing team. The role will be to provide financial planning support and report writing to a friendly team...

Ifa Administrator/paraplanner Work From Home

2 weeks ago

London, United Kingdom Financial Divisions Full time

Plus bonus and excellent benefits including study

**Overview**

This opportunity will offer an ambitious and proactive Financial Administrator or junior Paraplanner to take on a progressive role with a definite path to a future Advisor role.

**The Opportunity**

Our client, a growing and ambitious firm based in prestigious offices in central London, provides independent financial advice and investment management for Private Clients and their families. They are looking now to subsequently grow their team to recruita committed IFA Administrator or junior Paraplanner to provide full paraplanning and some administrative support to an existing team supporting the existing team of two Advisors and an experienced Financial Administrator.

**The Responsibilities**

The role of the IFA Administrator/Junior Paraplanner will include the following tasks-- Point of contact for all clients
- Screening and dealing with the consultant’s correspondence including calls
- Preparing suitability report packs o
- Maintaining all regulatory and internal firm requirements
- Product and fund research
- Liaising with the administrator to ensure prompt and compliant submission of new business
- Assisting with the preparation of portfolio valuations/reviews and packs for client reviews and meetings
- Managing pipeline business
- Maintaining new business and existing records on the firm’s back-office system (Intelliflo Office)
- Ensuring portfolios are rebalanced promptly and accurately
- Ad-hoc tasks and projects for the wider practice team

To be considered for the role, as an experienced IFA Administrator or junior Paraplanner will be required to demonstrate the following skills at the interview-- A working recent knowledge of the Intelliflo (IO) back-office system (Desirable)
- Experience of liaising with product/investment providers and platforms
- The ability to produce clear and accurate suitability reports
- Commitment and evidence of studying ( RO exams)
- Excellent communication skills both in person and written
- Demonstrate a high level of self-motivation with strict time management and organisation skills and ability to work to tight deadlines
- IT skills including MS Office (Outlook, Excel, Word, OneNote, Teams) and the ability to pick up new software/programs quickly

**To summarise**

This is a progressive role and will offer you all the challenges you require daily to achieve your career goals both for which you will be supported financially and with a mentor to help you all the step of the way. As an active studier, you will gain wideexposure within this role and a clear path to follow.