Financial planner Work, Jobs in Harefield, Gtl (with Salaries)

IFA Administrative Assistant
Fleet Street Wealth —London
- Up to £28,000 a year
- Full-time
- Hybrid work
- Administrative experience
- In-person
- Phone etiquette
Quick apply
7h
Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
7d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
12d
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
11d
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)
Royal Bank of Canada —London
- Full-time
- Business development
- Communication skills
- Banking
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Trust and Estate Planning Consultant
Solidus Trust —Stevenage
- Full-time
- Financial services
- Communication skills
- Time management
- Annual leave
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
13d
Senior Financial Planning Supervisor
Barclays —London
- Maintenance
- Supervising experience
- Contracts
Wealth Paraplanner
Royal Bank of Canada —London
- Full-time
- Communication skills
15h

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IFA Administrative Assistant

Fleet Street Wealth
London

Quick apply

Job details

Full-time
Up to £28,000 a year
7 hours ago

Benefits

Company pension

Qualifications

GCSE
Administrative experience
Phone etiquette

Full job description

Up to £28,000 starting salary with the opportunity to join our Graduate Trainee Programme.

Fleet Street Wealth is one key providers of financial advice to the barrister community. We now seek to recruit an administrative assistant to largely assist our administration team in what is likely to be your first role after full time education.

If successful, you will then have an opportunity to progress through both our Administration and Technical departments. Thereafter having the opportunity of being signed off as a fully qualified chartered financial planner. Alternatively, the Graduate Trainee can forge a career as a highly technical and analytical senior Paraplanner.

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.

You will love this job if you:

Would like to begin a career in financial planning with the aim of joining our graduate training programme
Keen to learn and be mentored
Have a passion for understanding client needs and always delivering a first class service
Take initiative whilst being flexible, enthusiastic and enjoy being part of a sociable team
Take ownership of your own workload, an eye for detail, multitask and work under pressure
Enjoy autonomy and having your opinions both heard and acted upon

What you will do:

Assisting our administration team and general back office duties, for example:

Learn all firm processes and our ‘client journey’ as well as all compliance requirements
Receiving and dealing with income post
Filing and data cleansing
Sending letter of authorities/agency changes as well as chasing for information
Keeping our back-office (Xplan and Papercloud) system up to date
Gathering up-to-date information and assisting with pre- and post-client review meetings
Obtaining updates on client applications
Checking validity (with referenced time frames) of internal compliance documents
Dealing with client queries or internal projects with the assistance of the relevant departments

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 B in Maths and English at GCSE (or equivalent)
A minimum of 2:1 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

The offer:

Basic annual salary will be dependent on experience – up to £28,000
Normal working hours: 9am – 5.30pm (Friday finish at 5pm) with a 1-hour lunch break
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 management)
Opportunity to join Graduate Training Programme
Employer pension contribution of 5% with salary sacrifice option
Annual discretionary bonus (May) based upon company profits and individual performance
Charitable Corporate support with 2 days going towards the same for each staff member
Death in Service
Income Protection

Job Types: Full-time, Permanent

Pay: Up to £28,000.00 per year

Application question(s):

Do you have a relevant degree that will allow your joining onto the Graduate Training Programme with a 2:1 or above?

Work Location: Hybrid remote in London WC1V 7PB

Quick apply

Refine Your Search

financial planner jobs in harefield, gtl

IFA Administrative Assistant

Trainee Wealth Planner

Financial Planner - Surrey

Financial Planning Associate

Financial Planning Associate - London

Client Servicing Assistant

Senior Financial Planner

Paraplanner

Paraplanner

Financial Planning Client Administrator

Wealth Adviser

Financial Administration Assistant

RBC Brewin Dolphin - Wealth Manager (Wealth Planner / Financial Planning)

Senior Wealth Planner - Wealth Management

Client Administrator

IFA Administrator

Trust and Estate Planning Consultant

Paraplanner (Stokenchurch)

Senior Financial Planning Supervisor

Wealth Paraplanner

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