15 jobs found

A Financial Planning firm based in Leatherhead specialising in advising on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join. They are looking for an IFA Administrator to work one-on-one with the Adviser (Director) and trainee IFA. They are ideally looking for someone keen to join a small company with growth plans, so promotions and development will be on the table. As an IFA Administrator, you will be responsible for a range of tasks, including: Updating client records Preparing financial reports Producing cash flow models Conducting research on financial products and services Providing administrative support to financial advisers On Offer 28,000 - 34,000 Hybrid working A supportive work environment DIS 25days holiday plus bank holiday Opportunities for professional development What's next? Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin, IFA Administrator

Financial Services Administrator Salary: £25,000 - £30,000 + benefits Aylesbury, Buckinghamshire Office-based for initial training, followed by hybrid working opportunities - 3 days office/2 home based provision for IT equipment Are you eager to build a thriving career in the financial services industry? MDG (Myers Davison Ginger Ltd) are offering a unique opportunity to be part of a forward-thinking team where innovation and professional growth go hand in hand. About us We are a well-established firm of Chartered Financial Planners with a bold vision: to build a modern financial planning practice powered by cutting-edge technology. Our collaborative approach connects financial services with professionals in family law and taxation to deliver holistic, long-term wealth management solutions. We are also at the forefront of innovation, developing a software platform designed to transform professional alliances and modernise processes through AI-driven tools such as voice-activated dictation and automated meeting transcription. Why this role is exciting? This is more than an administrative role. It is an opportunity to grow with us as we redefine financial services. As part of our team, you will be central in creating a new paradigm for financial planning that effortlessly integrates technology, collaboration, and exceptional client service. Who is our ideal candidate? We are looking for a motivated individual with the right attitude and a willingness to embrace innovation. You will: Be eager to excel in the financial services industry and see it as the foundation for your professional career. Have some experience in a trainee administrator or paraplanner role and understand the precision this industry demands. Feel frustrated by a lack of clear career progression in your current position. Be open to new ideas, including IT development and digital marketing, with strong skills in Microsoft Office, particularly Excel and Word. Thrive both as a team player and working independently, with an appreciation for the social aspects of teamwork. We offer: A supportive and forward-thinking environment where your contributions matter. Sponsorship for financial services qualifications to help you advance your career. A fulfilling and dynamic role where no two days are the same. Why work for us? Imagine a workplace that combines the foundation of a trusted financial planning firm with the excitement of building a modern, tech-enabled practice. You will be part of a team dedicated to delivering exceptional client service while using AI and other innovations to streamline workflows and drive growth. Your role in our journey As we expand our relationships with family law firms and tax advisers, your role will be essential in: Ensuring smooth operations and client satisfaction. Helping to generate national enquiries for our IFA services, contributing to our mission of delivering truly holistic wealth management solutions. Acting as the first point of contact for clients, addressing queries, and ensuring they receive exceptional service at every stage. Managing client files, processing paperwork, and maintaining accurate records to support financial planning processes. Embracing and using cutting-edge tools, including voice-activated dictation and meeting transcription software, to streamline workflows. If you are interested in this Financial Services Administrator position and believe you have the right skills to take on this role, please submit your CV and a cover letter outlining why you are the perfect fit for this position. INDHS

Are you an IFA Administrator looking for progression down the Paraplanning route or already a Paraplanner seeking a new opportunity then this could be the ideal role for you . My client is an established and successful IFA firm who are proud of their reputation as an innovative financial planning firm with strong client focus and service ethic. Due to internal promotion, they now seek a driven individual who can support with technical admin support to 2 Financial Advisers and progress into Paraplanning with full support and training provided. Based in a stunning village near Liskeard with parking available plus a competitive salary and benefits with bonus potential. Initially office based but once competent their may be flexibility to work from home on occasions. If you seek a bespoke , personalised business where you will play an integral part and reap the rewards, then this could be the opportunity of a lifetime for you so please apply.

Trainee Financial Planning Administrator Location: Crystal Palace Salary: £18,000 - £22,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Fareham Salary: £27,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Preston Salary: £27,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Bristol Salary: £27,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Liverpool Salary: £22,000 - £26,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other 3rd parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

I am currently recruiting for an Independent Wealth Management Firm who require an ambitious recent Graduate who is looking to carve out a career within Wealth Management. Strong academics, professional degree and great attitude is all you need! 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, you will further your knowledge and skills and you will have the opportunity to step into a Trainee Paraplanner role at a point in the future and continue to develop your skills and knowledge further. You will be given full training and mentoring to help you achieve your career aspirations. You will be based in a support role, where you will be giving support to Advisers and Paraplanners and working across pensions, investments, and protection. Dealing with HNW clients, this role is an exciting opportunity for a graduate who is willing to start at the bottom and be supported to work your way up. Full study support and mentoring will be provided. The role is 4 days in the office and 1 day from home. If you are looking for a graduate, elementary opportunity in Wealth Management that can offer you full career progression and study support, with a client that can support your development, provide you with excellent benefits and just a great working environment to be part of then please send your CV to Ursula Sloan

Trainee Paraplanner Location: St Albans Salary: £20,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: St Asaph Salary: £27,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Brentwood Salary: £18,000 - £25,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Chelmsford Salary: £29,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other 3rd parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Norwich Salary: £20,000 - £30,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired

Trainee Paraplanner Location: Wrexham Salary: £18,000 - £25,000 The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired