Submitting applications online to mortgage lenders and protection providers
Liaising with clients, lenders, providers, and solicitors to ensure the smooth completion of mortgage and protection
Answering the telephone and taking messages for the office
Confidently dealing with people face to face
Updating the back-office system
Ability to work to deadlines
Any other duties requested by Management
Training:Training is completed online based at the employer's address.Training Outcome:Possible progression into Mortgage, Paraplanning or Financial Advice roles.Employer Description:An established Independent Financial Advice Company which delivers a traditional service in a modern mannerWorking Hours :Monday to Friday, 9.00am to 5.30pm.
1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Providing administrative and sales support to the team
Accurate and efficient scanning and storing of documents on our business CRM system
Production of letters and sending of emails
Accurate updating of our CRM system
Handling telephone enquiries and messages
Providing high quality service to our clients
Reviewing pension policy information and retirement option forms
Stationary and stock checking and ordering
Meeting and greeting customers and business clients
Communicating and taking instructions from corporate companies
Training Outcome:
Potentially Paraplanning or Financial Adviser
Employer Description:The minefield that is pensions and investments can be a confusing place. Our hassle-free service enables our clients to speak to one of our advisers to discuss their pensions and investments face to face, on the telephone or via a visual online platform. Everyone in our team takes pride in delivering an excellent service to our customers. We also offer financial advice across the spectrum including Annuities, Individual Protection, Group Protection, Retirement and Inheritance Tax Planning.Working Hours :Monday - Friday, 9.00am - 4.00pm (Flexibility may be required and will be discussed at interview stage)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Proactive....Read more...
An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
? Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
? Serving as a point of contact for clients, handling queries professionally and proactively
? Maintaining and updating back-office systems and client records
? Processing new business, applications, transfers and ongoing servicing requests
? Preparing meeting documentation, valuations and supporting paperwork
? Liaising with product providers and third parties to obtain required information
? Drafting suitability reports across a broad range of advice areas
? Undertaking technical research, including product and fund analysis
? Carrying out regular file checks and spot checks on team output
What we are looking for:
? Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
? Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
? Ideally Diploma Level 4 qualified, or actively working towards this qualification
? Strong technical knowledge of pensions and investment products
? Experience using financial platforms to generate illustrations and related documentation
? Confident user of Microsoft Word, Excel and Outlook
? Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
....Read more...
An opportunity has arisen for a Senior IFA Administrator to join a well-established company providing independent financial planning, pension advice, and wealth management services to private clients.
As a Senior IFA Administrator, you will provide senior-level administrative and paraplanning support to Financial Advisers, ensuring accuracy, efficiency and regulatory compliance.
This full-time permanent role offers a salary range of £36,000 - £42,000 and benefits.
You will be responsible for:
* Acting as a key support to Financial Advisers and Paraplanners to maintain high standards of client service
* Serving as a point of contact for clients, handling queries professionally and proactively
* Maintaining and updating back-office systems and client records
* Processing new business, applications, transfers and ongoing servicing requests
* Preparing meeting documentation, valuations and supporting paperwork
* Liaising with product providers and third parties to obtain required information
* Drafting suitability reports across a broad range of advice areas
* Undertaking technical research, including product and fund analysis
* Carrying out regular file checks and spot checks on team output
What we are looking for:
* Previously worked as an IFA Administrator, Paraplanner, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Pension Administrator, or in a similar role
* Have at least 2-3 years of experience in IFA administration within a financial planning environment, directly supporting Financial Advisers
* Ideally Diploma Level 4 qualified, or actively working towards this qualification
* Strong technical knowledge of pensions and investment products
* Experience using financial platforms to generate illustrations and related documentation
* Confident user of Microsoft Word, Excel and Outlook
* Thorough understanding of Intelligent Office or similar back-office systems
What's on offer:
* Competitive salary
* Company pension scheme
* Free on-site parking
This is an excellent opportunity for an experienced IFA professional seeking a senior position within a supportive and expanding firm.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients.In the words of TRAP, we are one of those few ‘full-fat financial planning firms’ offering a combination of great unencumbered advice with a highly personalised client service.Our existing paraplanner has needed to step back her days, so we have a need for your expert help.We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.Required Experience:
Hold at least level 4 status and ideally be looking to keep going.Have experience of using Intelligent Office, FE Analytics & cashflow software.We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.
In return we’ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
