Are you an experienced Administrator ready to embark on a dynamic journey into the world of wealth management? Are you looking for a role where every day brings new connections, opportunities for growth, and the chance to work with high-net-worth families?You'll find yourself immersed in a steady, structured, and detail-oriented environment, where you can grow, make a difference, and chart your own course to success.As an integral part of the team, you'll play a crucial role in ensuring the smooth operation of the wealth management processes.The back office system is owned by you - ensuring the fact-finding, ATR, anti-money laundering checks are up to date and compliant, and navigating the business submission procedures with precision, your attention to detail will be the cornerstone of the teams success.But it's not just about the tasks at hand, it's about the person behind them. If you're the kind of person who embodies consistency, resilience, and a commitment to excellence, if you handle pressure well, excel in communication and welcome constructive feedback you're exactly who Westminster Wealth are looking for. They need someone that can support them in 'the detail' and 'has a commitment to accuracy'.Westminster Wealth don't just offer a job, they offer a pathway to professional growth. With a generous starting salary plus bonuses for outstanding performance, there is also the potential for steady progression with lots of support. You can also take advantage of their training and coaching programmes designed to elevate your skills and move your career forward.The company have a close team that all work well together. They are esteemed colleagues that support and encourage each other. There's no office politics, backstabbing or pettiness.At Westminster Wealth, they all want each other to win and understand that when they win, the team wins too. The culture there really is special. And they want someone who adds to that.Located in the heart of London, their vibrant team is fuelled by a culture of accountability and excellence. They help each other work to the highest of standards. They're a team of high performers and are looking for another high performer to add to the mix. Join them in creating meaningful relationships with esteemed clients, guiding them toward their financial goals with confidence and expertise.Critical Tasks
Fact Find & Attitude to Risk & Anti Money Laundering check created each advice case as per system and ahead of when needed by Paraplanner.Send, chase, fetch and review all Letter of Authority information within 2 weeks.Complete all delegated actions from Paraplanner & Adviser within 1 day.Compile & review daily checks by 09:25 each day for Paraplanner sign off.Assemble Green advice files on Intelligent Office to team standard.
Competencies
Strong attention to detail.Clear and effective communication.High standard of time management, planning and organisation.Strong analytical skills for independent problem solving.Ability to handle stress.
It would be advantageous if you have any of the following:
Annual Review Meeting PrepLetter of AuthorityAnti Money LaunderingIntelligent OfficeMultiple Provider PlatformsOnline Illustration and form productionPrior Product Knowledge
The Details
Hours: Full-time, 37.5 hours per week (Monday to Friday, 9:00-5:30).Location: Hybrid working, with flexibility to work from the London office as needed.Salary: £30,000 - £35,000 starting salary, with growth potential based on performance and commitment.
How to Apply:If you are interested in this role and would like to learn more our client would love to hear from you! Please attach an up to date copy of your CV to the link provided and they will be in direct contact. ....Read more...
Independent Financial Adviser
Location: London
Contract: Permanent
Salary: £40,000 - £80,000 per annum
*Hybrid Working*
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.
The NQ role is ideal for a Paraplanner/Adviser who is looking for a client facing role to manage a portfolio and build up experience within an established market.
The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business.
Candidate Criteria
Diploma-Qualified Level 4 FA and ideally Chartered Status or working towards
Minimum 1 years’ experience in Financial Advisory for NQ role and 5+ years for experienced
Experience with Intelliflo Back Office is highly desirable
Experience of managing a portfolio of clients/assets with experienced role ideally having £10m+ of existing portfolio
Ability to create and build on strong client relationships, providing ongoing support internally and externally
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.....Read more...
Are you ready to take the next step in your career? Well, the details in the role below might just grab your attention. This could be the opportunity you have been waiting for.You will thrive in a role where your attention to detail, commitment to excellence, and ability to build relationships can shine.This is not just another paraplanner position. This is a role that rewards those who are dedicated, self-reflective, and ready to grow. If you are someone who learns from mistakes, values feedback, and is always looking to improve, this is your chance to be part of something exceptional.What Makes This Role So SpecialYou will be joining a small team of high performers who are united by a commitment to personal excellence and exceptional customer standards. Your ability to communicate effectively, work collaboratively, and adapt to challenges will be crucial in building meaningful relationships with both clients and teammates.Your commitment to the role will be matched by exposure to professional development opportunities at the highest level. This is a space where your dedication is recognised and rewarded, but first, you must demonstrate your drive and passion for delivering results. It is up to you to forge your path to development.What You Will DoIn this role, you will:
Create and deliver advice, including suitability report writing and supporting documentation.Maintain consistent, professional communication with clients to ensure they are informed and valued throughout the process.Manage all servicing tasks with precision.Keeping compliant and adhering to FCA regulations and standards.Uphold exceptional attention to detail, ensuring all written work is accurate.
What You BringTo excel in this role, you will need:
A natural drive to see tasks through to completion, with a focus on delivering high-quality outcomes.Confidence on the phone and excellent communication skills, paired with the ability to build relationships.Strong interpersonal skills and a touch of sales ability to enhance client experiences.A commitment to learning from mistakes and reflecting on your work to continuously improve.A minimum of 2 years of experience in the finance industry.Completed (or near completion) DipFS.
What Success Looks LikeYou will know you are succeeding when:
Advice cases are completed accurately and within the agreed timeframe.Clients feel informed and confident at every step of the process.Your work meets the highest compliance and accuracy standards.All tasks are completed to specification, with nothing left undone.
The Details
Hours: Full-time, 37.5 hours per week (Monday to Friday, 9:00-5:30).Location: Hybrid working, with flexibility to work from the London office as needed.Salary: £35,000 - £40,000 starting salary, with growth potential based on performance and commitment.
Why This Role Is for YouThis is a role for someone who is ready to grow, both professionally and personally. If you are committed to excellence, willing to learn from challenges, and excited by the idea of joining a team that values your contribution, this is your chance.Take Action NowIf this sounds like the opportunity you have been searching for, click Apply Now to submit your CV.Start your next chapter today. This is your chance to make an impact and grow in ways you never thought possible. ....Read more...
Up to £35,000 + Career Progression & Great Benefits
Are you a detail-oriented, motivated individual with a passion for financial planning? Our client, an esteemed Wealth Management firm based in Surrey, is seeking a dedicated and ambitious Junior Paraplanner to support their Financial Advisors. This exciting role presents an opportunity to build your expertise in financial planning, client servicing, and technical analysis while contributing to the overall success of our client’s dynamic team.
Applications are also equally encouraged from recent graduates with a relevant qualification looking for their first financial services role.
Key Responsibilities:
Collaborate closely with Financial Advisors to help clients achieve their financial goals by identifying key areas for effective financial planning and sourcing appropriate solutions tailored to each client’s needs and expectations.
Begin developing financial planning solutions through computer models and reports, supporting data-driven decision-making.
Understand and align asset allocation strategies to client risk profiles, ensuring current and future investments are managed effectively.
Prepare detailed reports with clear recommendations that meet industry standards and regulatory requirements.
Draft suitability letters and coordinate with administrators to ensure proper management of client files and back-office IT records.
Assist in the preparation of client reviews, updating cash flow models, reviewing investment performance, and producing supporting reports.
Gather key information, quotes, and product illustrations for analysis, ensuring meaningful comparisons.
Support tax calculation preparation where necessary.
Assist in the preparation and participation in client review meetings.
Stay current with template updates and industry frameworks to ensure compliance.
Person Specification:
Minimum GCSE Maths and English B and above.
Degree qualified with a minimum 2.1 grade achieved or predicted.
Aspiration to achieve Chartered Financial Planner status.
Familiarity with major research systems (e.g., Analytics, Voyant).
Experience with the administration of IHT and/or Investment products.
Strong up-to-date knowledge of relevant financial regulations and legislation.
Strong numerical and analytical skills.
Ability to accurately transpose information.
Confident in preparing templated suitability letters.
Discreet and professional when dealing with third parties.
Highly organised, with excellent communication and interpersonal skills.
Proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel).
Exceptional attention to detail and time management skills.
A calm and positive attitude when handling multiple tasks or conflicting demands.
A proactive and enthusiastic approach to helping clients.
Required Competencies:
Quality Focus: Takes personal responsibility for high-quality, timely work and remains focused even amidst distractions.
Teamwork: Fosters cooperation and commitment within the team to achieve shared goals.
Embracing Change: Adapts positively to changes in practices and values, leveraging them to solve challenges.
Developing Self and Others: Demonstrates a commitment to continuous learning and self-improvement.
Effective Communication: Listens actively and conveys ideas in a manner that suits the audience.
Planning and Organising: Manages time, resources, and priorities effectively.
Client Care: Maintains a first-class experience for clients by delivering exceptional products and services.
Benefits:
Employer-sponsored exam materials and exam entry for the Level 4 diploma qualification.
25 days of holiday plus bank holidays.
Workplace pension scheme.
Complimentary breakfast and lunch at the office.
Regular team socials and away days to foster collaboration and team spirit.
Our client specialises in offering tailored wealth management solutions. Their team is dedicated to supporting both clients and staff in a positive, professional, and growth-oriented environment.
If you're ready to take the next step in your career and join a thriving team of industry experts, in a crucially important role offering wonderful career progression and increased earning potential, apply now!....Read more...
