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 28, 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.
Tailored Recruitment Consultancy are working with an established Manufacturing business in Halifax to recruit a Customer Service Advisor for their existing busy Customer Service department. Reporting into the Customer Service Manager your job will involve Order processing and order management in a timely and detailed manner. Telephone enquiries and customer service calls. Processing customer complaints, ensuring the best outcome for the customer and the company. Produce weekly back order report and liaison with customers and relevant BDMs. Generate quotations and deal with administration of paperwork. Liaison with all internal customers & departments. Pricing for individual accounts and collating all information in an accessible and central location. Internal & external reporting, as required Management and organisation of your own and shared sales inboxes Efficient, timely & detailed correspondents with external & internal customers. The Person Determined, enthusiastic, self-motivated team worker Planning and organisation Strong problem solving skills Good customer service skills Benefits The company offer hybrid working once probabtion is completed Generous holidays Pension Free car parking
Apr 28, 2024
Full time
Tailored Recruitment Consultancy are working with an established Manufacturing business in Halifax to recruit a Customer Service Advisor for their existing busy Customer Service department. Reporting into the Customer Service Manager your job will involve Order processing and order management in a timely and detailed manner. Telephone enquiries and customer service calls. Processing customer complaints, ensuring the best outcome for the customer and the company. Produce weekly back order report and liaison with customers and relevant BDMs. Generate quotations and deal with administration of paperwork. Liaison with all internal customers & departments. Pricing for individual accounts and collating all information in an accessible and central location. Internal & external reporting, as required Management and organisation of your own and shared sales inboxes Efficient, timely & detailed correspondents with external & internal customers. The Person Determined, enthusiastic, self-motivated team worker Planning and organisation Strong problem solving skills Good customer service skills Benefits The company offer hybrid working once probabtion is completed Generous holidays Pension Free car parking
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in the Horsham branch You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to helping train new entrants The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base to £45000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
Apr 27, 2024
Full time
Our client is a successful and established IFA firm with offices across Sussex They are currently looking for a Senior Administrator/Manager to join the team. This role offers the chance to be based in the Horsham branch You will deal with FS administration ie processing Investment and Pension work with 30% of your time dedicated to helping train new entrants The ideal candidate will be a Senior Administrator with training or management experience Knowledge of Intelligent Office would be a big help as well Base to £45000 plus a benefits package This is an office based role full time perm This is a new to market opportunity
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
Due to on-going growth, we are looking to recruit a self-motivated, enthusiastic individual who is looking to develop their skills and join a dynamic and friendly team. The successful candidate will adopt overall responsibility for the receiving and shipping of goods, basic outbound sales, whilst ensuring that service levels are met including sales, support and customer service. Responsibilities but not limited to:- Telephone enquiries Basic outbound sales Taking and passing on messages Providing customer quotations Processing orders Invoicing customers Maintaining office cleanliness Sending and receiving post Review and Update Stock accordingly Assist Office Manager The successful candidate will have: Strong organisational skills Good knowledge on all Microsoft applications Proficient in spelling, grammar, and numeracy Similar office experience essential Excellent communication skills Good time keeping Ability to prioritise own workload This role would ideally suit an individual who is looking to grow and develop their skills and progress within a well-established, family run company. Hours of work are (Apply online only) Monday to Thursday with an early finish on a Friday.
Apr 26, 2024
Full time
Due to on-going growth, we are looking to recruit a self-motivated, enthusiastic individual who is looking to develop their skills and join a dynamic and friendly team. The successful candidate will adopt overall responsibility for the receiving and shipping of goods, basic outbound sales, whilst ensuring that service levels are met including sales, support and customer service. Responsibilities but not limited to:- Telephone enquiries Basic outbound sales Taking and passing on messages Providing customer quotations Processing orders Invoicing customers Maintaining office cleanliness Sending and receiving post Review and Update Stock accordingly Assist Office Manager The successful candidate will have: Strong organisational skills Good knowledge on all Microsoft applications Proficient in spelling, grammar, and numeracy Similar office experience essential Excellent communication skills Good time keeping Ability to prioritise own workload This role would ideally suit an individual who is looking to grow and develop their skills and progress within a well-established, family run company. Hours of work are (Apply online only) Monday to Thursday with an early finish on a Friday.
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Apr 26, 2024
Full time
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Complaints Review Officer Tower Hamlets 35 hours per week 09:00-17:00pm 23.48per hour Responsible to the Customer Relations Manager who reports to the Head of Regulatory Assurance. The role is to undertake Stage 2 reviews of complaints casework. Experience: Experience in undertaking complex and multifaceted investigations. Experience in composing thorough and professional complaint responses Proven experience in diplomatically challenging and constructively pushing back on colleagues when necessary to achieve optimal outcomes within a collaborative work environment. Working in high pressured complaint handling environment Experience in pursuing information from different teams in order to compose a professional and concise high-quality response.
Apr 26, 2024
Seasonal
Complaints Review Officer Tower Hamlets 35 hours per week 09:00-17:00pm 23.48per hour Responsible to the Customer Relations Manager who reports to the Head of Regulatory Assurance. The role is to undertake Stage 2 reviews of complaints casework. Experience: Experience in undertaking complex and multifaceted investigations. Experience in composing thorough and professional complaint responses Proven experience in diplomatically challenging and constructively pushing back on colleagues when necessary to achieve optimal outcomes within a collaborative work environment. Working in high pressured complaint handling environment Experience in pursuing information from different teams in order to compose a professional and concise high-quality response.
Elevate your career with a prestigious role at an elite US law firm, renowned for its leading private funds practice. This London-based firm boasts a global reach, with extensive coverage across the United States, Europe, and Asia. The integrated team is at the forefront of the industry, providing comprehensive advice to a diverse clientele of fund managers and advisers, encompassing private equity and venture capital, real estate, infrastructure, and debt strategies. The firm is currently seeking a talented 1-3PQE associate, who has demonstrated the capability to manage some of their own matters independently. The successful candidate will possess a robust background in advising private equity firms on a spectrum of issues, including fund formation, fund administration, portfolio investment, and compliance. This role is a gateway to a world of high-profile advisory work, where the associate will counsel private investment firms on multifaceted funds matters. These matters will involve private investment funds with a focus on all principal investment strategies. This role promises not only a stimulating work environment but also the chance to grow professionally within a team that is at the pinnacle of the legal sector. The firm values the contribution of its associates and supports their professional development through continuous learning and career advancement. BCL Legal is an equal opportunities employer.
Apr 25, 2024
Full time
Elevate your career with a prestigious role at an elite US law firm, renowned for its leading private funds practice. This London-based firm boasts a global reach, with extensive coverage across the United States, Europe, and Asia. The integrated team is at the forefront of the industry, providing comprehensive advice to a diverse clientele of fund managers and advisers, encompassing private equity and venture capital, real estate, infrastructure, and debt strategies. The firm is currently seeking a talented 1-3PQE associate, who has demonstrated the capability to manage some of their own matters independently. The successful candidate will possess a robust background in advising private equity firms on a spectrum of issues, including fund formation, fund administration, portfolio investment, and compliance. This role is a gateway to a world of high-profile advisory work, where the associate will counsel private investment firms on multifaceted funds matters. These matters will involve private investment funds with a focus on all principal investment strategies. This role promises not only a stimulating work environment but also the chance to grow professionally within a team that is at the pinnacle of the legal sector. The firm values the contribution of its associates and supports their professional development through continuous learning and career advancement. BCL Legal is an equal opportunities employer.
TEMPLEGATE RECRUITMENT
Jesmond, Newcastle Upon Tyne
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location : Newcastle Upon Tyne Salary : 25,000 Upwards Benefits : 21 days holidays Health Care Plan Group DIS Pension Auto Enrolment Office Based About the Company : Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process. Key Responsibilities : Manage, monitor, and follow up on business submissions until case completion. Develop and maintain in-depth knowledge of top 5 platforms/providers. Utilize and enhance proficiency with Intellifo (back-office system). Prepare meeting packs and portfolio reports for client meetings. Regularly update Directors & Advisers on client business. Proactively question team procedures and explore alternative options. Maintain awareness of compliance procedures and product features. Supervise and manage new case submissions to paraplanning, ensuring completeness. Collaborate with Advisers to resolve complex case queries. Communicate with Business Operations Managers to address issues and share information. Process and manage Letters of Authority, collecting and adding information to Intelliflo. Coordinate with Paraplanners on upcoming client reports. Prepare and package Suitability Reports for client meetings. Handle post/emails from clients and providers proactively. Provide timely updates to advisers on pending cases. Collaborate with colleagues to answer calls and welcome clients to the office. Requirements : Clear understanding of the financial planning process. Ability to produce professional work to support the advice process. Capacity to work within defined business processes. Good knowledge of investments and pension advice. 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
Apr 25, 2024
Full time
TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location : Newcastle Upon Tyne Salary : 25,000 Upwards Benefits : 21 days holidays Health Care Plan Group DIS Pension Auto Enrolment Office Based About the Company : Our client was among the first firms in the North East to achieve Chartered Financial Planner Status. As a Chartered firm, they adhere to a rigorous code of ethical practice, prioritizing clients' interests in all advice given. Our client is currently seeking an experienced IFA Administrator with a comprehensive understanding of the financial planning process. Key Responsibilities : Manage, monitor, and follow up on business submissions until case completion. Develop and maintain in-depth knowledge of top 5 platforms/providers. Utilize and enhance proficiency with Intellifo (back-office system). Prepare meeting packs and portfolio reports for client meetings. Regularly update Directors & Advisers on client business. Proactively question team procedures and explore alternative options. Maintain awareness of compliance procedures and product features. Supervise and manage new case submissions to paraplanning, ensuring completeness. Collaborate with Advisers to resolve complex case queries. Communicate with Business Operations Managers to address issues and share information. Process and manage Letters of Authority, collecting and adding information to Intelliflo. Coordinate with Paraplanners on upcoming client reports. Prepare and package Suitability Reports for client meetings. Handle post/emails from clients and providers proactively. Provide timely updates to advisers on pending cases. Collaborate with colleagues to answer calls and welcome clients to the office. Requirements : Clear understanding of the financial planning process. Ability to produce professional work to support the advice process. Capacity to work within defined business processes. Good knowledge of investments and pension advice. 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. Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.
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: Compliance Administrator.Location: Wakefield, West Yorkshire.Salary / Benefits £22k - £26k + Training + BenefitsWe are working with an industry leading Asbestos/Legionella/Compliance company who have a strong presence the Yorkshire region. They are now seeking to take on a Compliance Administrator to join their busy and friendly office. You will be responsible for ensuring smooth day to day running of projects, checking time sheets, logging all incoming jobs, ensuring systems are up to date and accurate and providing management with daily / weekly reports. Due to the nature of the business, consideration will be given to candidates with a background in Legionella / Asbestos / Health and Safety working within an administrative position.Consideration will be given to candidates from: Leeds, Pudsey, Morley, Horsforth, Yeadon, Batley, Garforth, Halifax, Brighouse, Dewsbury, Huddersfield, Shipley, Normanton.Experience & Qualifications: " Will have experience working in an administrative within H&S/Legionella/Asbestos background. " Understanding of internal software would be beneficial to the role. " Excellent communication skills, written, verbal." Keen eye for detail. " Excellent time management skills. The Role:" Logging incoming jobs efficiently onto internal systems. " Checking timesheets handed in by staff, ensuring to process correctly. " Processing client orders, raising invoices and purchase orders. " Ensuring all company systems are up to date and accurate. " Producing weekly / daily reports, ensuring accuracy." Acting as first point of contact for clients, dealing with any queries and complaints." Submitting early warning notices." Taking / making phone calls in a professional manner. Alternative Job titles: Compliance Coordinator Administrator, Asbestos Administrator, Legionella Admin, Water Hygiene Administrator, Environmental Administrator.Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Levels for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector.We are also interested in anyone with p401/p402/p403/p404/p404 or S301/CCP.We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills.
Apr 24, 2024
Full time
Job Title: Compliance Administrator.Location: Wakefield, West Yorkshire.Salary / Benefits £22k - £26k + Training + BenefitsWe are working with an industry leading Asbestos/Legionella/Compliance company who have a strong presence the Yorkshire region. They are now seeking to take on a Compliance Administrator to join their busy and friendly office. You will be responsible for ensuring smooth day to day running of projects, checking time sheets, logging all incoming jobs, ensuring systems are up to date and accurate and providing management with daily / weekly reports. Due to the nature of the business, consideration will be given to candidates with a background in Legionella / Asbestos / Health and Safety working within an administrative position.Consideration will be given to candidates from: Leeds, Pudsey, Morley, Horsforth, Yeadon, Batley, Garforth, Halifax, Brighouse, Dewsbury, Huddersfield, Shipley, Normanton.Experience & Qualifications: " Will have experience working in an administrative within H&S/Legionella/Asbestos background. " Understanding of internal software would be beneficial to the role. " Excellent communication skills, written, verbal." Keen eye for detail. " Excellent time management skills. The Role:" Logging incoming jobs efficiently onto internal systems. " Checking timesheets handed in by staff, ensuring to process correctly. " Processing client orders, raising invoices and purchase orders. " Ensuring all company systems are up to date and accurate. " Producing weekly / daily reports, ensuring accuracy." Acting as first point of contact for clients, dealing with any queries and complaints." Submitting early warning notices." Taking / making phone calls in a professional manner. Alternative Job titles: Compliance Coordinator Administrator, Asbestos Administrator, Legionella Admin, Water Hygiene Administrator, Environmental Administrator.Future Select are the leading market supplier for recruitment in the Asbestos industry; we work with the best clients and candidates and supply the majority of permanent jobs in the asbestos market. We have a large dedicated team, with over 25 years combined industry experience within Asbestos recruitment specifically geared to dealing with Asbestos Surveyors/Analysts/Lab Technicians, Administrators, Project/Regional /Technical/Quality/Training/Sales Managers through to Director Levels for both Consultancy & Removal. We have intrinsic knowledge of the market place, as well as respecting candidates/clients confidentiality in this close knit market sector.We are also interested in anyone with p401/p402/p403/p404/p404 or S301/CCP.We are inundated with applications, we will endeavour to get back in touch, however if you have applied to Future Select and you have not heard from us after a week, on this occasion, you will not have been successful. Your details will be saved on our system and you will be contacted in the future if a vacancy matches your skills.
The Opportunity - Accounts Assistant We have an exciting opportunity for an experienced Accounts Assistant to join our rapidly expanding Financial Services Practice. We aim to provide a highly personalised financial planning and investment management service. We are looking for an Accounts Assistant who is experienced at overseeing general accounts administration, bookkeeping and other accounts related day to day activities. This individual will also need to be AAT qualified, or similar, preferably with AAT level 3 or more. This is a remote, home based role but we would require you to come into the office a few times a week initially whilst going through onboarding. About Berkshire IFA Berkshire IFA is a small wealth management practice specialising in the financial wellbeing of clients. Our team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security by offering the same high levels of service and giving situationally based advice, that's entirely focused upon their individual needs and outcomes. We are a growing company so expect the very highest level of commitment to our clients from all of our team, so we aim to support everyone in this pursuit by working to build a motivated and above all happy team of people here at Berkshire IFA. Accounts Assistant Core Duties and Responsibilities Daily inputting of purchase invoices onto the Xero accounting system. Daily bank reconciliation of the business bank accounts, and credit card account. Follow up on obtaining missing invoices/receipts for any expenditure picked up on the bank reconciliation that haven't been received into the Accounts inbox. Producing client engagement fee invoices on Xero in preparation for client meetings, and upload to the client file on the Intelliflo (I/O) system Forward receipts from Xero for paid engagement fees direct to the client, and upload to I/O. Produce other ad-hoc fee invoices as and when requested. Liaise with the Director(s) on overdue supplier invoices and make payments accordingly. Liaise with the Director(s) on producing the monthly cashflow forecasts. Run the daily/weekly fees received report from Xero, and record the provider paid fees into the Intelliflo system, and match against the provider fee statement. Upload provider statements into the Intelliflo system. Allocate provider statement line by line fees to the relevant client plans on the Intelliflo system. Investigate line by line fees that don't allocate to the client plan and update missing plans/fees, accordingly, liaising with the Practice Manager to do so. Run the month end income procedures on Intelliflo. Review the monthly Trial Balance on Xero and make any necessary month end journals as required. Liaise with the Director(s) on monthly adjustments to the payroll and run the monthly payroll on Xero accordingly. Post the necessary payroll invoices to the employee files, HMRC and Workplace Pension accounts on Xero. Upload the monthly Workplace Pension report to the Aviva Pension Online portal. Monthly review and updating the fixed asset register. Review, calculate and journal the part exemption Vat returns on a quarterly basis, for submission to HMRC. Assist the Director(s) with the FCA returns. Liaise with the Director(s) and external Accountant on the Year end accounts preparation. Other administrative tasks required by the business. What are we looking for Experience in similar roles: Accounts assistant/accounts payable. Experience of working in an Accounts Department (desirable). Experience in working on cloud-based accounting software - Xero (desirable). Experience of working on the Intelliflo system (desirable, but not essential as full training will be provided). Good communication skills. Attention to detail. Driven and motivated attitude. Education, Qualifications & Training Essential Financial services experience preferred. Financial services qualifications are desirable. To pass probation there are a series of short compliance money laundering and basic knowledge tests. Key Skills Effective and inspirational team leadership Understanding of the Financial Planning process Achieve agreed outcomes without supervision Prioritise and plan your teams and your own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Multitask and prioritise effectively Good IT skills IT Skills Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook), plus Xero and other accounts software Personal Skills Communication: - Ability to communicate effectively both verbally and in writing with individuals at all levels Team working: Ability to contribute to a team's success. Professional integrity: Strength of character to explain a professional point while having empathy with colleagues, clients, and stakeholders. Relations with others: Active supporter and promoter of an open and constructive office which supports colleagues and clients alike. Flexibility: The flexibility for, and commitment to, continual development and improvement.
Apr 23, 2024
Full time
The Opportunity - Accounts Assistant We have an exciting opportunity for an experienced Accounts Assistant to join our rapidly expanding Financial Services Practice. We aim to provide a highly personalised financial planning and investment management service. We are looking for an Accounts Assistant who is experienced at overseeing general accounts administration, bookkeeping and other accounts related day to day activities. This individual will also need to be AAT qualified, or similar, preferably with AAT level 3 or more. This is a remote, home based role but we would require you to come into the office a few times a week initially whilst going through onboarding. About Berkshire IFA Berkshire IFA is a small wealth management practice specialising in the financial wellbeing of clients. Our team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. We specialise in pensions and family wealth planning. Our mission is to give all our client's financial security by offering the same high levels of service and giving situationally based advice, that's entirely focused upon their individual needs and outcomes. We are a growing company so expect the very highest level of commitment to our clients from all of our team, so we aim to support everyone in this pursuit by working to build a motivated and above all happy team of people here at Berkshire IFA. Accounts Assistant Core Duties and Responsibilities Daily inputting of purchase invoices onto the Xero accounting system. Daily bank reconciliation of the business bank accounts, and credit card account. Follow up on obtaining missing invoices/receipts for any expenditure picked up on the bank reconciliation that haven't been received into the Accounts inbox. Producing client engagement fee invoices on Xero in preparation for client meetings, and upload to the client file on the Intelliflo (I/O) system Forward receipts from Xero for paid engagement fees direct to the client, and upload to I/O. Produce other ad-hoc fee invoices as and when requested. Liaise with the Director(s) on overdue supplier invoices and make payments accordingly. Liaise with the Director(s) on producing the monthly cashflow forecasts. Run the daily/weekly fees received report from Xero, and record the provider paid fees into the Intelliflo system, and match against the provider fee statement. Upload provider statements into the Intelliflo system. Allocate provider statement line by line fees to the relevant client plans on the Intelliflo system. Investigate line by line fees that don't allocate to the client plan and update missing plans/fees, accordingly, liaising with the Practice Manager to do so. Run the month end income procedures on Intelliflo. Review the monthly Trial Balance on Xero and make any necessary month end journals as required. Liaise with the Director(s) on monthly adjustments to the payroll and run the monthly payroll on Xero accordingly. Post the necessary payroll invoices to the employee files, HMRC and Workplace Pension accounts on Xero. Upload the monthly Workplace Pension report to the Aviva Pension Online portal. Monthly review and updating the fixed asset register. Review, calculate and journal the part exemption Vat returns on a quarterly basis, for submission to HMRC. Assist the Director(s) with the FCA returns. Liaise with the Director(s) and external Accountant on the Year end accounts preparation. Other administrative tasks required by the business. What are we looking for Experience in similar roles: Accounts assistant/accounts payable. Experience of working in an Accounts Department (desirable). Experience in working on cloud-based accounting software - Xero (desirable). Experience of working on the Intelliflo system (desirable, but not essential as full training will be provided). Good communication skills. Attention to detail. Driven and motivated attitude. Education, Qualifications & Training Essential Financial services experience preferred. Financial services qualifications are desirable. To pass probation there are a series of short compliance money laundering and basic knowledge tests. Key Skills Effective and inspirational team leadership Understanding of the Financial Planning process Achieve agreed outcomes without supervision Prioritise and plan your teams and your own workload Detailed and accurate Articulate Excellent interpersonal skills, both written and verbal Multitask and prioritise effectively Good IT skills IT Skills Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook), plus Xero and other accounts software Personal Skills Communication: - Ability to communicate effectively both verbally and in writing with individuals at all levels Team working: Ability to contribute to a team's success. Professional integrity: Strength of character to explain a professional point while having empathy with colleagues, clients, and stakeholders. Relations with others: Active supporter and promoter of an open and constructive office which supports colleagues and clients alike. Flexibility: The flexibility for, and commitment to, continual development and improvement.
WALLACE HIND SELECTION LIMITED
Kettering, Northamptonshire
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS: Generous commission/bonus scheme of circa £10/£15k per year 26 days holiday Pension LOCATION: Northampton COMMUTABLE LOCATIONS: Northampton, Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough JOB DESCRIPTION: Protection Advisor - Protection, Financial Services We are looking to grow and add to our experienced team of Mortgage and Protection Advisors from our offices in Northampton. In an ideal world, you will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas. You will: Form part of our protection team dealing with a variety of services such as Equity Release, Mortgages, Insurance & Protection. Show the ability to win business and work on your own initiative. Deal with all client administration required and ensure retention of current business. PERSON SPECIFICATION: Protection Advisor - Protection, Financial Services To be a successful Protection Advisor, you will be driven and commercially minded, and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and rewarded with a very competitive OTE, collaborative and supportive work environment and all the tools and systems you need to be a success. You will also have: Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. A recognized qualification in a finical service discipline, something FCA related i.e. CII. Meticulous attention to detail and the ability to communicate to a high level across all mediums. THE COMPANY: We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: MT17668, Wallace Hind Selection JBRP1_UKTJ
Apr 23, 2024
Full time
We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn well above your basic salary, a wealth of regulated advisory experience with a focus on Mortgages, Insurance & Protection, we want to talk to you! BASIC SALARY: £40,000 - £50,000 BENEFITS: Generous commission/bonus scheme of circa £10/£15k per year 26 days holiday Pension LOCATION: Northampton COMMUTABLE LOCATIONS: Northampton, Milton Keynes, Bedford, Rugby, Kettering, Brackley, Market Harborough JOB DESCRIPTION: Protection Advisor - Protection, Financial Services We are looking to grow and add to our experienced team of Mortgage and Protection Advisors from our offices in Northampton. In an ideal world, you will use your previous experience in a Brokerage/IFA/Protection environment to service our clients across many different areas. You will: Form part of our protection team dealing with a variety of services such as Equity Release, Mortgages, Insurance & Protection. Show the ability to win business and work on your own initiative. Deal with all client administration required and ensure retention of current business. PERSON SPECIFICATION: Protection Advisor - Protection, Financial Services To be a successful Protection Advisor, you will be driven and commercially minded, and enjoy dealing with clients from all different walks of life. You will be hungry for additional earnings and rewarded with a very competitive OTE, collaborative and supportive work environment and all the tools and systems you need to be a success. You will also have: Demonstrable experience in a similar role for a IFA/Broker/Mortgage consultancy/Wealth Management Business. A recognized qualification in a finical service discipline, something FCA related i.e. CII. Meticulous attention to detail and the ability to communicate to a high level across all mediums. THE COMPANY: We offer a one stop shop for all your mortgage and protection needs. The company was formed in 2012 through the amalgamation of two established businesses The collaboration of the two has created a dynamic mortgage and protection brokerage with experienced Advisors getting the best deals out there. We first started trading in early 2013. In the space of just three years the company grew to include a team of four Mortgage Advisors and four support members of staff. This developed further with an additional Director joining the team shortly afterwards. The company has expanded so that Insurance and Protection is offered as part of its services, as well as a team which focuses on Equity Release clients. It is highly likely you will have worked in any of the following roles and/or markets and worked with the following products and/or services: Protection, Mortgages, IFA, Insurance, Independent Financial Advisor, Personal Lines, Account Manager, Account Handler, Broker, Insurance Aggregate, Underwriting, Account Executive, Financial Advisor, Independent Wealth Management, Investments. INTERESTED? Please click apply. You will receive an acknowledgment of your application. Please Note: Wallace Hind Selection have been chosen as the retained recruitment partner of our client and therefore any direct applications to our client from candidates or agencies will be forwarded on to us direct. REF: MT17668, Wallace Hind Selection JBRP1_UKTJ
This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office. Role As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you'll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information. Benefits £25,000-£30,000 dependant on experience. 31 Days annual leave (Including bank holidays) Income protection from day 1. Life Insurance. Employee assistance program. Financial and personal well-being support. Virtual GP appointments. Company sick pay. Hybrid work possible. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
Apr 22, 2024
Full time
This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. Business This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office. Role As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you'll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information. Benefits £25,000-£30,000 dependant on experience. 31 Days annual leave (Including bank holidays) Income protection from day 1. Life Insurance. Employee assistance program. Financial and personal well-being support. Virtual GP appointments. Company sick pay. Hybrid work possible. If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Apr 22, 2024
Full time
IFA Administrator / Wealth Planning Administrator Location: Lincoln Hybrid Working available after probation Salary: £22,000 - £26,000 Are you an IFA Administrator looking for your next role? Are you currently working in the office full time and looking for more flexibility? Would you like to work in a boutique wholly independent IFA working with a ultra-high net worth client bank? If so, we can help Company/Role Information: Our client is a boutique, independent IFA located in Lincoln City Centre, who have an established and expanding client bank You will be fully supported in your career - whether that be progressing within IFA Administration, or into paraplanning or Advising Working in an established practice with strong procedures and processes within a team of 8 The role will involve processing of new business - including chasing providers, sending Letters of Authority and working closely with the Client Managers and Paraplanners Requirements: Minimum 1 year's experience working as an IFA Administrator Excellent attention to detail and competent on CRM systems Fantastic telephone manner and strong inter-personal and relationship building skills So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail
Exchange Street Claims & Financial Services
Chorley, Lancashire
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
Apr 21, 2024
Full time
As far as awards go, being the best financial planning firm to work for in the UK is some accolade. Especially since this business has now won it twice in a row. And when you break down what's on offer by joining them, you can see why they won. The stand out is that progression is standard. Progression is so important. Nothing satisfies people more than learning and development. Nothing aids staff retention like it. Nothing else makes you feel like you're listened to. Want to take exams? Great. Want to become a paraplanner? Fine. Fancy being a planner or manager at some point? Yep, they can look at that too. And opportunity will keep knocking. Why? Well here you'll support three planners but the office will though grow for a couple of reasons. One, the firm will continue being acquisitive so they'll be more planners brought into the fold (they are in talks with 3 IFA firms at present). And some planners who currently work out of another office will migrate across as it's closer. But the support team in Chorley at present stands at two, both of whom are part-time. And for a business that prides itself on the level of support each planner gets, that's unsustainable with the plans they have in place. Which is where you come in. You'll support the existing planners but will be part of a team that will grow and grow in the next two years. And as one of the first full-time adviser assistant through the door you'll have opportunities galore. There's paraplanning. They'll support you through your exams and put you on a pathway to Chartered status and a paraplanning position. There's mentoring. You'll help the office manager train/develop the staff that come in after you. Perhaps leadership roles will come your way too. And then there's all the input you can have into how the office does things. But that's not all. You'll start with 28 days holiday (plus bank holidays). You'll have proper induction and training plans (it's amazing how many firms don't put these in place). And you can work from home one day a week. Salary is above market rate and there's flexibility depending on what you can bring to the position. What you'll need: You'll have 2+ years experience working for a restricted/independent financial planning firm.You'll be confident working with technology (the firm uses X Plan at present but the firm is moving to a new system in Q1 2024).And given this and the ongoing acquisitions, you'll be good with change. Hitting a glass ceiling or think you're talent is being wasted? Click apply. We will be in touch to tell you everything you need to know.
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
Job Title/Location: Programme Manager (12 month FTC), WFH Salary: £65,000 - £75,000, end of FTC bonus 30%-35% + pension contribution to 13% WFH: Largely WFH, occasional meetings in the South-East Requirements: A Programme Manager with experience of independently delivering projects and making presentations to senior level execs/committee's/boards etc Role Snapshot: Run a change programme to implement change for a Bermuda entity to comply with new legislation. Large-scale corporate structure projects, lots of analysis, dealing with colleagues in Luxembourg, Dublin and Bermuda The Company/Team: This is a major, well established Financial Services company, known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. The team formulates solutions to complex business problems which may involve organisational changes, branding changes, technology and operational changes. The Role: The role involves establishing the 'to be' state for company culture using a variety of internal inputs and external perspectives. You will carry out an analysis of the 'as-is' state of the organisational culture, assessing these against company values & behaviours, determining where gaps exist whilst targeting concrete actions and goals that will deliver the 'desired state'. Key responsibilities include delivering cultural review activities, coordinating a dynamic cross functional group of contributors and external suppliers and effective management of the cultural review including steercos, working groups, KPIs and reporting. You will analyse data to drive meaningful conclusions and action plans as well as produce and deliver compelling presentations and other communications. Experience/Skills Required: For the Programme Manager role, our client requires a strong programme management background, someone who has independently delivered projects in the past and has presented to senior level execs/boards/committee's etc. Additional Information: The salary for this Programme Manager role is £65,000 - £75,000 with an end of contract bonus of 30% - 35% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility and great opportunities to develop further. The Programme Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.
Feb 25, 2022
Contractor
Job Title/Location: Programme Manager (12 month FTC), WFH Salary: £65,000 - £75,000, end of FTC bonus 30%-35% + pension contribution to 13% WFH: Largely WFH, occasional meetings in the South-East Requirements: A Programme Manager with experience of independently delivering projects and making presentations to senior level execs/committee's/boards etc Role Snapshot: Run a change programme to implement change for a Bermuda entity to comply with new legislation. Large-scale corporate structure projects, lots of analysis, dealing with colleagues in Luxembourg, Dublin and Bermuda The Company/Team: This is a major, well established Financial Services company, known in the industry for developing people. They have been expanding impressively over the last 2 years, both growing established teams whilst also developing new teams/functions and income streams. The team formulates solutions to complex business problems which may involve organisational changes, branding changes, technology and operational changes. The Role: The role involves establishing the 'to be' state for company culture using a variety of internal inputs and external perspectives. You will carry out an analysis of the 'as-is' state of the organisational culture, assessing these against company values & behaviours, determining where gaps exist whilst targeting concrete actions and goals that will deliver the 'desired state'. Key responsibilities include delivering cultural review activities, coordinating a dynamic cross functional group of contributors and external suppliers and effective management of the cultural review including steercos, working groups, KPIs and reporting. You will analyse data to drive meaningful conclusions and action plans as well as produce and deliver compelling presentations and other communications. Experience/Skills Required: For the Programme Manager role, our client requires a strong programme management background, someone who has independently delivered projects in the past and has presented to senior level execs/boards/committee's etc. Additional Information: The salary for this Programme Manager role is £65,000 - £75,000 with an end of contract bonus of 30% - 35% and company pension contribution to 13%. There is an excellent benefits package, WFH flexibility and great opportunities to develop further. The Programme Manager position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field. Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.