Paraplanner Work, Jobs in Basildon (with Salaries)

IFA Administrator
Fleet Street Wealth —London
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
Quick apply
11h
Senior Paraplanner
Cooper Parry —London
- Full-time
- Tax experience
1d
Platform Service Manager
7IM —London
- Financial services
- Retail management
- Tax experience
Platform Service Manager
Seven Investment Management —London
- Financial services
- Retail management
- Tax experience
Retirement Support Specialist
Smart Pension —London
- Hybrid work
- IT
- Employee assistance programme
- Employee discount
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
4d

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Senior Paraplanner
Cooper Parry —London
A flexible approach to work - balancing working from home, in office or with clients. Holds Level 6 qualification – CII Chartered or CFP.
1d
IFA Administrative Assistant
Fleet Street Wealth —London
Holiday allowance of 23 days, increasing annually and capped 30 days (historically, the office also closes for 2 weeks at Christmas at the discretion of…
Up to £28,000 a year
Quick apply
11h

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IFA Administrator

Fleet Street Wealth
London

Quick apply

Job details

Full-time
£25,000 - £35,000 a year
11 hours ago

Benefits

Company pension

Qualifications

Financial planning
Report writing
GCSE
Organisational skills
Financial services

Full job description

Benefits:

Discretionary annual bonus
Opportunity to join the Graduate Trainee Programme
23 day holiday allowance, increasing with length of service
2 week Christmas closure (at Directors discretion)
Pension with salary sacrifice option
Death in Service
Income Protection
Charitable corporate support with two volunteer days pa
Exam support (if desired)

The firm, the department, and the role

Do you have some experience within a busy London IFA firm?

Fleet Street Wealth will be a great fit if you enjoy autonomy, having your opinions both heard and acted upon and want a supportive environment in which to grow without being micro-managed.

We pride ourselves in being a forward-thinking company, adaptable and always striving to be better. We are a Chartered, independent, fee-based wealth management firm focused on providing well researched and bespoke advice. We now seek to recruit an administrator, who has at least 1 year IFA adminsitration experience, to join our team. This will particularly suit if you want structured career development, mentoring, exam support, progressing into any IFA career role desired, be that a senior administrator or a technical role with the opportunity to provide client advice in the future.

You will have the flexibility of working from home and the office. A minimum of 3 days is expected in the office after passing your probation period.

Key accountabilities & responsibilities

Perform general back office duties
Learn all firm processes and our ‘client journey’, as well as all compliance requirements
Prepare valuations and supporting documentation for client review meetings
Perform fund switches and rebalances
Prepare applications and supporting documentation for client new business
Ensure all communications with the client is recorded accurately
Upload new business proposals on to the system accurately and compliantly
Handle day to day enquiries from clients, providers, advisers and paraplanners
Keep our back-office system up to date

Essential Experience required for this role (if you do not meet this, please do not apply as we will not get in contact)

A minimum of 1 year administration experience in an IFA firm
A minimum of B in Maths and English at GCSE (or equivalent)
A minimum of a 2:1 degree in a relevant subject (e.g. Maths, Finance, Economics) if you want the opportunity to join the Graduate Trainee Programme
Excellent prioritisation skills to meet, if not exceed, deadlines
The ability to manage expectations of all staff and clients

Job Types: Full-time, Permanent

Pay: £25,000.00-£35,000.00 per year

Experience:

IFA administration: 1 year (required)

Work Location: Hybrid remote in London

Quick apply

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paraplanner jobs in basildon

IFA Administrator

Senior Paraplanner

Platform Service Manager

Platform Service Manager

Retirement Support Specialist

Senior Financial Planner

Wealth Paraplanner

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