Wrapper Work, Jobs in Elstree, Hrt (with Salaries)

IFA Administrator/ Trainee paraplanner
PPSL —Epsom
- £30,000 - £45,000 a year
- Full-time
- CRM software
- Analysis skills
- Organisational skills
- Profit sharing
- Sick pay
Quick apply
Brand Manager
Pizza Express —London
- £56,000 a year
- Full-time
Quick apply
Car wrapper and tinter
TS TINTS LTD —Hounslow
- £16 an hour
- Part-time
- Heavy lifting
- Organisational skills
- Power tools
- Free parking
Quick apply
1d
Associate, Investments - onsite London
HCN UK Management Services Ltd —London
- Microsoft Excel
- Sales
- Analysis skills
- Profit sharing
- Employee stock purchase plan
Product Designer
Artificial Labs Ltd —London
- Remote
- Communication skills
- Employee assistance programme
- Life insurance
Senior Analyst, Investments - onsite London
HCN UK Management Services Ltd —London
- Microsoft Excel
- Sales
- Analysis skills
- Profit sharing
- Employee stock purchase plan
Junior Accountant
HCN UK Management Services Ltd —London
- Accounting
- No travel
- Profit sharing
- Employee stock purchase plan
Compliance Adviser (Fixed Term)
Transact —London
- Up to £80,000 a year
- Microsoft Powerpoint
- Analysis skills
- Financial services
Operations & Quality Assessor
HCN UK Management Services Ltd —London
- Travel
- Profit sharing
- Employee stock purchase plan
Mobile UI/Design Engineer
kraken —Cyprus Station
- Full-time
- English
- JavaScript
- IT
Discretionary and Advisory Product Development - Analyst
JPMorganChase —London
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Vice President – ETF Markets, Liquidity Solutions (London)
BlackRock Investments —London
- Hybrid work
- Sales
- English
- In-person
- Work from home
Asset & Wealth Management, QIS Liquid Alternatives – Portfolio Management, Analyst, London
Goldman Sachs —London
- Full-time
- Doctoral degree
- Master's degree
- Python
- Employee assistance programme
Design Engineer
Artificial Labs Ltd —London
- Remote
- APIs
- Communication skills
- Employee assistance programme
- Life insurance
Programme Manager
M&G plc —London
- Full-time
- Project management
- Agile
- Financial services
- Annual leave
8d
IT Integration Developer
Transact —London
- Up to £80,000 a year
- Azure
- APIs
- Communication skills
Machine Learning Engineer
Datatonic —London
- Full-time
- Hybrid work
- Azure
- SQL
- AWS
- Life insurance
Head of Retail Retirement - BNY Investments
The Bank of New York Mellon Corporation —London
- Full-time
Maintenance Engineer (Night Shifts)
elasticStage —Elstree
- £60,000 - £65,000 a year
- Full-time
- Maintenance
- Assembly
- Analysis skills
Quick apply
AdTech & Programmatic Lead (Berlin, or remote - London, Prague, Barcelona)
Omio —London
- Full-time
- Remote
- PMP
- English
- Analysis skills
Quick apply

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IFA Administrator/ Trainee paraplanner

PPSL
Epsom

Quick apply

Job details

Full-time
£30,000 - £45,000 a year

Benefits

Profit sharing
Company pension
Sick pay
On-site parking

Qualifications

CRM software
Financial planning
Report writing
Analysis skills
Organisational skills
Financial services
Certificate in Insurance

Full job description

We are looking for an experienced IFA Administrator/ Trainee Paraplanner to join our team and work closely with the Managing Director and a second adviser. This is a senior administration role and the primary focus is end-to-end client and investment administration, carried out to a high standard with minimal supervision.

You will be supported by a junior administrator and will work alongside a paraplanner. Over time, and for the right candidate, there is scope to develop into a paraplanning function, though this is not a requirement of the role and a long-term career administrator pathway is equally valued, however we happy to develop into a paraplanner.

Key Responsibilities

End-to-end client administration: new business, onboarding, annual reviews, and ongoing client servicing.
Processing trades, withdrawals, and investment instructions on platforms including AJ Bell, Aviva, and Transact.
Overseeing Letters of Authority (LOAs) and managing the transfer process.
Maintaining and updating client records accurately within Plannr CRM.
Coordinating and preparing paperwork for annual review meetings.
Liaising directly with clients, providers, and platforms in a professional and timely manner.
Supporting the rebalancing of model portfolios following annual reviews or client investment/withdrawal events.
General office administration and contributing to the smooth running of the business.
Over time: assisting with preparation and drafting of annual review letters, including basic recommendations such as adjusting withdrawals or investing surplus cash, and preparing or updating client financial plans in Voyant.

What We Are Looking For

The ideal candidate will have:

Approximately two years’ experience in an IFA or financial planning environment.
Solid understanding of the IFA advice process, including platforms, product wrappers (ISAs, pensions, bonds), and the administration that supports them.
Experience with or working knowledge of AJ Bell, Aviva, and/or Transact platforms (desirable, not essential).
Familiarity with Plannr or a comparable CRM system and experience with Voyant cashflow modelling is an advantage.
Strong attention to detail, the ability to manage competing priorities, and a proactive approach to getting things done.
A professional and personable manner when dealing with clients and colleagues.

Qualifications

No specific qualifications are required for this role. Relevant CII qualifications are advantageous. We are committed to supporting professional development and will fund relevant exams for the right candidate.

Pay: £30,000.00-£45,000.00 per year

Benefits:

Company pension
On-site parking
Profit sharing
Sick pay

Work Location: In person

Quick apply

Refine Your Search

wrapper jobs in elstree, hrt

IFA Administrator/ Trainee paraplanner

Brand Manager

Car wrapper and tinter

Associate, Investments - onsite London

Product Designer

Senior Analyst, Investments - onsite London

Junior Accountant

Compliance Adviser (Fixed Term)

Operations & Quality Assessor

Mobile UI/Design Engineer

Discretionary and Advisory Product Development - Analyst

Vice President – ETF Markets, Liquidity Solutions (London)

Asset & Wealth Management, QIS Liquid Alternatives – Portfolio Management, Analyst, London

Design Engineer

Programme Manager

IT Integration Developer

Machine Learning Engineer

Head of Retail Retirement - BNY Investments

Maintenance Engineer (Night Shifts)

AdTech & Programmatic Lead (Berlin, or remote - London, Prague, Barcelona)

I want to receive the latest job alerts for wrapper in elstree, hrt

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