Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner
Apr 27, 2024
Full time
Senior Administrator (IFA) Our client is a Wealth Management firm which focuses on and specialises in the tax and investment needs of retirees. Many of their clients have retired overseas. They manage portfolios on their behalf to ensure they have enough money to see them through a happy retirement. Their branch is one of over 3,000 Global offices worldwide and over 130 in the UK and is supported by a head office in the City of London. The business is now seeking a full-time Senior Administrator to collaborate with our established team of branch wealth managers and financial planners, to ensure the smooth running of our office. The role will involve front-of-house and general administrative duties. Location: London, NW11 Hours: 9am - 5.30pm, 5 days per week (Monday to Friday) - OFFICED BASED Salary: £30K - £40K per annum depending on skills and experience Key Tasks and Responsibilities Manage client correspondence, including email and telephone queries - forwarding on where relevant to the appropriate wealth manager. Process new business, assisting with new client onboarding and the liaising with clients and providers where appropriate Adding and updating new client data onto back-office system Recording remittance and fees onto back-office system Compiling and updating of new client packs and other marketing documentation Dealing with client enquires including monitoring client requests for moving funds and maintaining records accordingly Supporting members of the Wealth Management team to prepare paperwork for client reviews, as well as taking responsibility for arranging reviews as they become due and preparing the subsequent follow up material Diarising and monitoring income payments and management fees and monitoring asset transfer reports Producing client valuations andliaising with providers for outstanding statements and dealing with queries Support and oversee a number of client related systems and processes, ensuring an end-to-end delivery of outstanding support service to clients Some general office management tasks such as managing rent payments Overseeing the Junior Administrator Person Specification Knowledge and Experience IT literate in particular with Microsoft Office packages A minimum of two years' financial administration experience, preferably in a Wealth management/IFA practice Excellent written and verbal communication skills Excellent attention to detail Comfortable with numbers Personal Attributes Strong work ethic and ability to work independently and as part of a team Articulate and detail-oriented with excellent interpersonal, written and verbal skills Organised and able to manage a changing to-do list Personable with a friendly and welcoming manner
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Wealth Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Wealth Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions Keep abreast of Wealth Planner and Hub targets, adding value to their achievement Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Manchester
Apr 26, 2024
Full time
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office. Our client are a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation. Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered opportunities in the future to progress within the organisation into either a Paraplanning, advisory or leadership capacity. The Role Build & maintain strong relationships with the Wealth Planners and their clients Work closely with your Administration team, Para-Planning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes Assist Wealth Planners to maintain and manage their client banks Assist with managing Wealth Planner diaries Ensure client reviews are timely & appropriate as per documented service levels and in line with regulation Ensure that client files pre & post meeting contain all relevant information and paperwork Be responsible for all post meeting administrative actions, such as processing of Letters of Authority and submission of business to various platforms and providers ensuring timely and accurate completion which provides an efficient service for the Wealth Planner and Client Ensure all initial, on-going and client paid fees are checked and reconciled Support the Wealth Planners to seek out and nurture opportunities for new business assisting with client research on behalf of Wealth Planner maximising output from the existing client bank, and on-boarding prospective new clients Assist the Wealth Planner to explore opportunities for referrals & professional connection introductions Keep abreast of Wealth Planner and Hub targets, adding value to their achievement Maintain a basic level of industry knowledge through private reading/attending workshops etc. Skills & Experience The successful candidate may demonstrate the following: Essential: Minimum 3 years administrative experience in an IFA / Wealth environment Responsibility, accountability and the ability to be pro-active and intuitive in role Attention to detail and pride in work Strong communicator, Written, Verbal, and listening This organisation are well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning. You will be joining a well known and highly respected organisation where you can start an exciting career. Package up to £30,000 Excellent benefits including Pension contribution, PMI, Group Life, Group Income Protection Study support Full time, hybrid, Manchester
Job Title: Financial Planning AdministratorLocation: Bury St Edmunds, UKType: Full-time, permanent Benefits 22-24 days of holiday (depending on experience), plus your birthday off. Flexible home working policy. Matching employer pension contributions up to 6% of salary. Income protection and death in service benefits. Private health insurance and employee assistance program. Study support for Financial Planning Administration qualifications. Length of service recognition and social events sponsored by the firm. We're seeking a dedicated Financial Planning Administrator to provide crucial support to our team of Financial Planning Advisers and Paraplanners. Role Overview: As a Financial Planning Administrator, you'll play a pivotal role in our team's success by handling a variety of administrative tasks and ensuring smooth client interactions. Reporting to the Senior Financial Planning Administrator, your responsibilities will include: Managing day-to-day administrative tasks such as handling client enquiries, taking phone calls, and organising client documents. Assisting in onboarding new clients and servicing existing clients, providing exceptional support throughout their journey. Supporting Advisers and Paraplanners in preparing for client meetings, including coordinating and following up on appointments. Processing new business submissions efficiently and accurately, including completing application forms and setting up adviser fees. Assisting with annual portfolio reviews by preparing review packs and ensuring data accuracy for client reports. Skills Required: The ideal candidate will possess: Excellent organisational skills with a keen eye for detail. Strong interpersonal skills and the ability to work collaboratively in a team environment. Exceptional client service skills, both in-person and remotely via phone and email. The ability to manage time effectively, prioritise tasks, and meet deadlines in a fast-paced environment. What next? If you're ready to take the next step in your career and join a supportive team with ample opportunities for growth and development, apply now to become our newest Financial Planning Administrator!If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
Apr 24, 2024
Full time
Job Title: Financial Planning AdministratorLocation: Bury St Edmunds, UKType: Full-time, permanent Benefits 22-24 days of holiday (depending on experience), plus your birthday off. Flexible home working policy. Matching employer pension contributions up to 6% of salary. Income protection and death in service benefits. Private health insurance and employee assistance program. Study support for Financial Planning Administration qualifications. Length of service recognition and social events sponsored by the firm. We're seeking a dedicated Financial Planning Administrator to provide crucial support to our team of Financial Planning Advisers and Paraplanners. Role Overview: As a Financial Planning Administrator, you'll play a pivotal role in our team's success by handling a variety of administrative tasks and ensuring smooth client interactions. Reporting to the Senior Financial Planning Administrator, your responsibilities will include: Managing day-to-day administrative tasks such as handling client enquiries, taking phone calls, and organising client documents. Assisting in onboarding new clients and servicing existing clients, providing exceptional support throughout their journey. Supporting Advisers and Paraplanners in preparing for client meetings, including coordinating and following up on appointments. Processing new business submissions efficiently and accurately, including completing application forms and setting up adviser fees. Assisting with annual portfolio reviews by preparing review packs and ensuring data accuracy for client reports. Skills Required: The ideal candidate will possess: Excellent organisational skills with a keen eye for detail. Strong interpersonal skills and the ability to work collaboratively in a team environment. Exceptional client service skills, both in-person and remotely via phone and email. The ability to manage time effectively, prioritise tasks, and meet deadlines in a fast-paced environment. What next? If you're ready to take the next step in your career and join a supportive team with ample opportunities for growth and development, apply now to become our newest Financial Planning Administrator!If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
Job Title: Senior IFA Administrator Location: Finchley, North London Salary: £40,000 - £45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career progression An additional day off for your birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Group Life Insurance Christmas and Summer parties Quarterly get together and team building Small milestone gifts This is an exciting opportunity for an Senior IFA Administrator to head up the growing Financial Planning division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and allows the Financial arm access to high net worth clients.You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.You may be an experienced IFA Administrator looking to step up, or already in the Senior role. You will be working directly with the Lead Adviser and Administrator to manage the back office function of the business.Personal development & full study support for CII Financial Planning exams provided. Key Requirements: Minimum of 4 years of proven experience in Administration within the financial services sector (preferably an IFA). IO experience is crucial for managing systems. Excel skills are desirable. Ability to motivate and manage a team. Strong client communication skills. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
Apr 24, 2024
Full time
Job Title: Senior IFA Administrator Location: Finchley, North London Salary: £40,000 - £45,000 What's on offer? Opportunity to head up an evolving Financial Planning division and manage a team of 3 Fridays working from home 24 days of annual leave Career progression An additional day off for your birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Group Life Insurance Christmas and Summer parties Quarterly get together and team building Small milestone gifts This is an exciting opportunity for an Senior IFA Administrator to head up the growing Financial Planning division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and allows the Financial arm access to high net worth clients.You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.You may be an experienced IFA Administrator looking to step up, or already in the Senior role. You will be working directly with the Lead Adviser and Administrator to manage the back office function of the business.Personal development & full study support for CII Financial Planning exams provided. Key Requirements: Minimum of 4 years of proven experience in Administration within the financial services sector (preferably an IFA). IO experience is crucial for managing systems. Excel skills are desirable. Ability to motivate and manage a team. Strong client communication skills. What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support
Job Title: Senior IFA Administrator / Junior ParaplannerLocation: Sutton Coldfield, UKSalary: Up to £40,000 per annum (Experience and qualifications dependent) Benefits: 25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service. Employer contribution starting at 3% (after 3 months) and increasing to 5% after 5 years. Death in service benefit at 4 times the salary. Flexible working arrangements, including the option to work from home. During the probation period (6 months), one day a week remote work is allowed, increasing to two days upon completion of probation. Are you a talented individual with a passion for the financial services industry? Do you possess a blend of administrative skills and technical acumen, ready to take on a diverse and challenging role? If so, we have an exciting opportunity for you to join our team as a Senior IFA Administrator / Junior Paraplanner. Responsibilities: Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases. Undertake technical tasks including the preparation of suitability reports, conducting research, and assisting with financial analysis. Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients. Support junior team members in their professional development, sharing knowledge and best practices to foster growth. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management, Paraplanner, paraplanning, technical support, report writer, wealth management, financial planning
Apr 24, 2024
Full time
Job Title: Senior IFA Administrator / Junior ParaplannerLocation: Sutton Coldfield, UKSalary: Up to £40,000 per annum (Experience and qualifications dependent) Benefits: 25 days of annual leave, in addition to bank holidays, increasing to 30 days after 10 years of service. Employer contribution starting at 3% (after 3 months) and increasing to 5% after 5 years. Death in service benefit at 4 times the salary. Flexible working arrangements, including the option to work from home. During the probation period (6 months), one day a week remote work is allowed, increasing to two days upon completion of probation. Are you a talented individual with a passion for the financial services industry? Do you possess a blend of administrative skills and technical acumen, ready to take on a diverse and challenging role? If so, we have an exciting opportunity for you to join our team as a Senior IFA Administrator / Junior Paraplanner. Responsibilities: Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases. Undertake technical tasks including the preparation of suitability reports, conducting research, and assisting with financial analysis. Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients. Support junior team members in their professional development, sharing knowledge and best practices to foster growth. What's next? If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team! Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management, Paraplanner, paraplanning, technical support, report writer, wealth management, financial planning
Business Division: UK Shareholder Services Business Function / Department: Employee Services Job Title: Discretionary Share Plans - Senior Administrator Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. As our Employee Share Plan Services continues to grow, we are looking for Share Plan Administrators to join our established Discretionary Plans operational team who are responsible for the delivery of our Discretionary Plan Service. The role offers the chance to learn both valuable business skills whilst also developing specialist knowledge of share plans, alongside broader share market knowledge. Our large Share Plans Operations team is made up of a number of sub teams that carry our different elements of our services, with some teams focused on specific share plans and others providing shared services. Due to the breadth and variety of EQ's Share Plan service, we are able to provide our team members with fantastic opportunities to develop their knowledge and progress within our wider team. Key Responsibilities may include Monitoring, progression and checking of daily work for our Executive and Discretionary clients Liaison with internal and external stakeholders on a daily basis System processing Resolution of participants enquiries Supporting business readiness activities for new clients set ups Maintaining data integrity and reconciliation of all records relating to the service Provide technical support and guidance to colleagues Skills and experience; Enthusiasm and willingness to learn Ability to work independently or as part of a team Good communication skills Able to demonstrate a good understanding of what great customer service is Fantastic attention to detail Knowledge of Employee Shareplan Good working knowledge of Microsoft Office, specifically Excel Ability to work well under pressure and remain focused on delivering excellent service Please note, we are looking for full time candidates for this role but would be happy to discuss further details ahead of your application. This role is based in our office in Worthing. What We Offer (UK ONLY) Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Apr 24, 2024
Full time
Business Division: UK Shareholder Services Business Function / Department: Employee Services Job Title: Discretionary Share Plans - Senior Administrator Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. As our Employee Share Plan Services continues to grow, we are looking for Share Plan Administrators to join our established Discretionary Plans operational team who are responsible for the delivery of our Discretionary Plan Service. The role offers the chance to learn both valuable business skills whilst also developing specialist knowledge of share plans, alongside broader share market knowledge. Our large Share Plans Operations team is made up of a number of sub teams that carry our different elements of our services, with some teams focused on specific share plans and others providing shared services. Due to the breadth and variety of EQ's Share Plan service, we are able to provide our team members with fantastic opportunities to develop their knowledge and progress within our wider team. Key Responsibilities may include Monitoring, progression and checking of daily work for our Executive and Discretionary clients Liaison with internal and external stakeholders on a daily basis System processing Resolution of participants enquiries Supporting business readiness activities for new clients set ups Maintaining data integrity and reconciliation of all records relating to the service Provide technical support and guidance to colleagues Skills and experience; Enthusiasm and willingness to learn Ability to work independently or as part of a team Good communication skills Able to demonstrate a good understanding of what great customer service is Fantastic attention to detail Knowledge of Employee Shareplan Good working knowledge of Microsoft Office, specifically Excel Ability to work well under pressure and remain focused on delivering excellent service Please note, we are looking for full time candidates for this role but would be happy to discuss further details ahead of your application. This role is based in our office in Worthing. What We Offer (UK ONLY) Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 28 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
Apr 23, 2024
Full time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-winning boutique IFA firm based in Ewell, Surrey. Due to expansion, the company is currently looking to hire an experienced IFA Administrator to join it's Administration team. THE ROLE Reporting to the Senior Financial Planner and Paraplanner, the IFA Administrator's key duties will include: Management and processing of new business for pensions and investments. Management of office diary. Management and updating of back office systems Use Wrap Platforms (AJ Bell, Nucleus, Transact) for new business and top ups. Monitoring invoices on Xero. Updating and monitoring of the new business register. Ensuring adherence to Money Laundering Regulations. Sending Letters of Authority to clients and obtaining financial information. Data harvesting of information for pensions, life assurances and collective investments for review Preparing illustrations for clients and accompanying documents. AssuredWeb used for annuity quotations. REQUIREMENTS Candidates interested in the IFA Administrator vacancy will have the following criteria: 2 years' IFA Administration experience Salesforce and AJ Bell experience preferred Live a commutable distance from Ewell REMUNERATION / PACKAGE The package for the IFA Administration vacancy is as follows: Up to £36,000; Annual bonus; Study support; Employer pension scheme (5%+5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training) Free parking Next steps: If you are happy to apply for this position, please click on the Apply button and attach an updated copy of your CV.
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
Apr 23, 2024
Full time
We have been asked to recruit an IFA Administrator for a company based in Northampton. Day to day you'll be supporting a Senior Advisor with a variety of duties from processing new business to preparing client portfolio reviews You'll need to have a minimum of 3 years' experience working for an IFA (and ideally have achieved a Financial Services qualification (CII or equivalent). There is also study support available. The company has onsite parking and a modern office, they truly care about their people and offer a range of benefits, flexible working, and career progression. Below is a small overview of what you'll be doing Preparing Client Portfolio reviews. Sourcing/generating provider Illustrations. Drafting Suitability Letters. Provider communication (verbal & written) Client communication (F2F, verbal & written) New Business (processing through to sign off) Updating and maintaining control logs. Please note, this is an office-based role but there is flexibility on the start/finish times. If this is of interest and you would like more information, please apply straight away, or contact Hannah Thompson at 360-Recruitment. Even if you don't have a CV, just get in touch and we can just have a conversation first.
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
Apr 23, 2024
Full time
One of our well established clients, a Chartered Wealth Management firm in Wigan are keen to take onboard a Senior Administrator to add to their team. You will be providing full back-office support to both advisors and paraplanners to ensure client service is delivered to the excellent standard expected by the firm. What you'll be doing: Answer the telephone and ensure incoming calls are directed to the appropriate person in an efficient manner Sort and allocate the post when necessary Meet and greet visitors when necessary Prepare client valuations and ensure back office system is updated (Intelligent Office) Prepare review packs when necessary Fully utilise back office system and ensure it is kept up to date with accurate information Process new business and follow up until policy issue Scan and file documents using the document management system (Papercloud) Process client withdrawals and Bed & ISA transfers Disinvest to ensure adviser charges are paid when necessary Complete fund switches on client portfolio's What you'd have: Excellent interpersonal skills both written and verbal Accurate with good attention to detail Excellent time management Excellent IT skills including knowledge of Microsoft Office products Detailed knowledge of the FCA's rules and requirements Broad knowledge of the financial services sector At least 5 years within an IFA environment Please apply if you feel you meet the requires skillset to have a chat with one of our consultants.
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 22, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work
Apr 21, 2024
Full time
We are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. The company is based in the City near Liverpool Street station. Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work
We are looking for a friendly, dynamic and experienced Administrator to join the team at established and expanding organisation in the heart of Halifax. This is an excellent opportunity to become an integral member of a team, and you will have the important role of supporting with the administration of a range of projects. Duties: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. About you: An enthusiastic and experienced Administrator. Happy to work as part of a team and autonomously. Can prioritise own workload and work to deadlines. Keen to learn new skills. Excellent organisation skills. If you feel this could be the role for you, please click apply today or call Jo on ! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Apr 21, 2024
Full time
We are looking for a friendly, dynamic and experienced Administrator to join the team at established and expanding organisation in the heart of Halifax. This is an excellent opportunity to become an integral member of a team, and you will have the important role of supporting with the administration of a range of projects. Duties: Supporting with the management of projects, from conception to handover. Managing order intake via email and portals. Processing a high volume of quotations and product orders. Liaising with finance and the senior management teams to process invoices for all sales transactions. Reviewing and checking prices against agreed contract rates. Reporting monthly sales results. Building and maintaining relationships with clients. Supporting with, and attending, meetings. Updating internal database and ensuring account managers are aware of changes. Managing calls and emails. Using PowerPoint to create brochures with client specific offerings. About you: An enthusiastic and experienced Administrator. Happy to work as part of a team and autonomously. Can prioritise own workload and work to deadlines. Keen to learn new skills. Excellent organisation skills. If you feel this could be the role for you, please click apply today or call Jo on ! Huntress Search Ltd acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles. We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an organisation, we encourage applications from all backgrounds and will ensure measures are met when required, to allow a fair process throughout. PLEASE NOTE: We can only consider applications from candidates who have the right to work in the UK.
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Apr 20, 2024
Full time
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Job Title: Senior IFA Administrator Location: Northampton Salary: £25,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
Apr 20, 2024
Full time
Job Title: Senior IFA Administrator Location: Northampton Salary: £25,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning. Offering exam support, a strong benefits package and clear career progression, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: - R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable - Experience of working within a Financial Planning or Wealth management firm is essential - Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance.
Customer Service & Sales Administrator An excellent salary is offered and future career prospects dependent on experience Are you ambitious, hardworking, and looking for a new and exciting opportunity to join a very successful and dynamic Design and Project Management company? The position reporting to the senior management team and working closely with sales. The Job. Supporting with quotations and estimating where necessary across all sectors. Managing order intake via Exostar along with other trading platforms and or portals. Processing a high volume of product orders. Liaising with finance and the senior management team in order to process invoices for all sales transactions Reviewing and checking prices and contracts are up todate. Reporting monthly sales results to the SD/MD. Building and maintaining relationships with clients and key personnel within customer companies and suppliers. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients. Support/attending meetings with clients to build relationships with existing accounts. Achieving client relationship targets and KPI's as set by the SD/MD. Escalating and resolving areas of concern as raised by clients. Updating the CRM and ensuring account managers are aware of changes within clients Communicating internally important feedback from customers. Managing procurement-suppliers,supplier's orders, and direct delivery. About you Competent and experienced in customer service and sales administration Degree qualified Good knowledge o fMicrosoft packages such as excel, and power point are essential Able to work in a fast-paced environment Ambitious and hardworking, able to work in a fast-paced environment Attention to detail, and a good team player Excellent communication skills both written and verbal Good timekeeping and attendance The company You will be joining a very successful and growing design and project management company in their new offices in Manchester. If you have the required skills and experience, please send your CV in confidence to Sue Holden at TRF Technical a specialist division of the Recruitment Fix Ltd
Feb 27, 2022
Full time
Customer Service & Sales Administrator An excellent salary is offered and future career prospects dependent on experience Are you ambitious, hardworking, and looking for a new and exciting opportunity to join a very successful and dynamic Design and Project Management company? The position reporting to the senior management team and working closely with sales. The Job. Supporting with quotations and estimating where necessary across all sectors. Managing order intake via Exostar along with other trading platforms and or portals. Processing a high volume of product orders. Liaising with finance and the senior management team in order to process invoices for all sales transactions Reviewing and checking prices and contracts are up todate. Reporting monthly sales results to the SD/MD. Building and maintaining relationships with clients and key personnel within customer companies and suppliers. Conducting business reviews to ensure clients are satisfied with their products and services. Alerting the sales team to opportunities for further sales within key clients. Support/attending meetings with clients to build relationships with existing accounts. Achieving client relationship targets and KPI's as set by the SD/MD. Escalating and resolving areas of concern as raised by clients. Updating the CRM and ensuring account managers are aware of changes within clients Communicating internally important feedback from customers. Managing procurement-suppliers,supplier's orders, and direct delivery. About you Competent and experienced in customer service and sales administration Degree qualified Good knowledge o fMicrosoft packages such as excel, and power point are essential Able to work in a fast-paced environment Ambitious and hardworking, able to work in a fast-paced environment Attention to detail, and a good team player Excellent communication skills both written and verbal Good timekeeping and attendance The company You will be joining a very successful and growing design and project management company in their new offices in Manchester. If you have the required skills and experience, please send your CV in confidence to Sue Holden at TRF Technical a specialist division of the Recruitment Fix Ltd