Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers. Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards. Key Responsibilities: Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes. Cultivate and maintain strong client relationships through regular communication and interaction. Maintain accurate records and manage back-office systems in alignment with company policies. Coordinate with third-party policy providers to obtain necessary information. Liaise with operational teams to provide support on various activities, including scripts, transfers, and data changes. Prepare meeting packs and valuations as required. Assist Investment Managers in crafting new business pitches and presentations. Manage cash transfers, foreign exchange transactions, and client account balances as needed. Execute all business processes meticulously, including establishing new accounts and handling AML documentation. Identify and report risks, breaches, or errors, ensuring appropriate mitigation measures. Promote the use of digital tools among clients and provide guidance as necessary. Foster a culture of collaboration by sharing best practices with colleagues. Key Skills and Experience: Demonstrated experience in the financial services industry, ideally 2 to 5 years. Strong dedication to delivering exceptional client service. Ability to thrive under pressure and effectively prioritize tasks. Excellent written and verbal communication skills, coupled with strong organizational abilities. Proficiency in exercising judgment and proposing effective solutions to challenges. Professional Qualifications and Education: Excellent educational background, ideally with a degree, although not mandatory. Eagerness for continuous professional development through additional qualifications. Their Offer A salary of up to £40,000 commensurate with experience. A market-leading comprehensive benefits package. Support with relevant professional qualifications. If you are passionate about providing exceptional administrative support in the realm of financial services, we invite you to apply to join one of the UK's leading firms in that sector.
Apr 29, 2024
Full time
Our client, a highly esteemed market-leading Financial Services firm with a national footprint, is looking to recruit a Client Administrator to deliver comprehensive administrative support to our Financial Planners and Investment Managers. Your role will be instrumental in ensuring impeccable client satisfaction, direct client engagement, and strict adherence to regulatory standards. Key Responsibilities: Collaborate closely with Financial Planners and/or Investment Managers to ensure outstanding client outcomes. Cultivate and maintain strong client relationships through regular communication and interaction. Maintain accurate records and manage back-office systems in alignment with company policies. Coordinate with third-party policy providers to obtain necessary information. Liaise with operational teams to provide support on various activities, including scripts, transfers, and data changes. Prepare meeting packs and valuations as required. Assist Investment Managers in crafting new business pitches and presentations. Manage cash transfers, foreign exchange transactions, and client account balances as needed. Execute all business processes meticulously, including establishing new accounts and handling AML documentation. Identify and report risks, breaches, or errors, ensuring appropriate mitigation measures. Promote the use of digital tools among clients and provide guidance as necessary. Foster a culture of collaboration by sharing best practices with colleagues. Key Skills and Experience: Demonstrated experience in the financial services industry, ideally 2 to 5 years. Strong dedication to delivering exceptional client service. Ability to thrive under pressure and effectively prioritize tasks. Excellent written and verbal communication skills, coupled with strong organizational abilities. Proficiency in exercising judgment and proposing effective solutions to challenges. Professional Qualifications and Education: Excellent educational background, ideally with a degree, although not mandatory. Eagerness for continuous professional development through additional qualifications. Their Offer A salary of up to £40,000 commensurate with experience. A market-leading comprehensive benefits package. Support with relevant professional qualifications. If you are passionate about providing exceptional administrative support in the realm of financial services, we invite you to apply to join one of the UK's leading firms in that sector.
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 29, 2024
Full time
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
About Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. About the team: The PwC Actuarial practice comprises over 300 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking and non-insurance, led by a fifteen strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 1000+ strong actuarial community in PwC worldwide and often work with specialists from other disciplines within PwC. A career within the Non-Life Actuarial team will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, regulators, private equity, and related companies such as agents and administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, business planning, new legislation, and the efficiency and reliability of reporting processes. Our team advises clients in the general insurance and non-insurance industries on business risks and regulatory updates from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our practice is market leading in the General Insurance space - offering unparalleled access to solving some of the biggest challenges in the non-life industry today for a vast array of clients - large multi-national composites, Lloyd's & London Market, UK & European Personal & Commercial, and Reinsurance Market including many of the well known brands, from global reinsurers to niche players. Responsibilities: As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Preferred skills: You will have spent most of your career to date in the general insurance market, either within a company, consultancy or regulatory environment. We are looking for individuals with relevant experience with following key skills: who are able to lead and collaborate well as part of a diverse and inclusive team; who are agile, clear-thinking and commercially astute; who enjoy challenges and complexity and can navigate these effectively, with a passion for problem solving, and delivering valuable insights to stakeholders; an ability to communicate complex, technical issues to senior management simply and incisively; responsible, self-motivated, and passionate about developing their potential and those around them; a strong non-life network, presence in the actuarial industry (for example, working parties, industry forums and events), or be willing and able to actively pursue these opportunities. Statement of Actuarial Opinion (SAO) and Lloyd's experience would be beneficial You will also have a good understanding of a broad range of commonly used capital modelling and risk management techniques and broader commercial awareness of the key issues faced by the market. Additionally, experience across our wider offering would be viewed favourably (Catastrophe Risk; Reserving & Pricing; Exposure Management; Deals; IFRS17; Audit) as would a focus on new and emerging areas (e.g. Cyber, Climate, ESG). As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. We'd also expect you to take an active role in the strategic management and running of the practice and take a lead on one of our core product areas in risk and capital such as risk challenge or climate change/ESG. You'll also have opportunities to be involved as lead actuarial account driver on a number of our UK general insurance clients. On a day-to-day basis, you'll lead, manage and deliver a wide range of concurrent actuarial and multidisciplinary assignments, and act as our clients main point of day-to-day contact on assignments. The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Apr 29, 2024
Full time
About Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. About the team: The PwC Actuarial practice comprises over 300 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking and non-insurance, led by a fifteen strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 1000+ strong actuarial community in PwC worldwide and often work with specialists from other disciplines within PwC. A career within the Non-Life Actuarial team will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, regulators, private equity, and related companies such as agents and administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, business planning, new legislation, and the efficiency and reliability of reporting processes. Our team advises clients in the general insurance and non-insurance industries on business risks and regulatory updates from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our practice is market leading in the General Insurance space - offering unparalleled access to solving some of the biggest challenges in the non-life industry today for a vast array of clients - large multi-national composites, Lloyd's & London Market, UK & European Personal & Commercial, and Reinsurance Market including many of the well known brands, from global reinsurers to niche players. Responsibilities: As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Preferred skills: You will have spent most of your career to date in the general insurance market, either within a company, consultancy or regulatory environment. We are looking for individuals with relevant experience with following key skills: who are able to lead and collaborate well as part of a diverse and inclusive team; who are agile, clear-thinking and commercially astute; who enjoy challenges and complexity and can navigate these effectively, with a passion for problem solving, and delivering valuable insights to stakeholders; an ability to communicate complex, technical issues to senior management simply and incisively; responsible, self-motivated, and passionate about developing their potential and those around them; a strong non-life network, presence in the actuarial industry (for example, working parties, industry forums and events), or be willing and able to actively pursue these opportunities. Statement of Actuarial Opinion (SAO) and Lloyd's experience would be beneficial You will also have a good understanding of a broad range of commonly used capital modelling and risk management techniques and broader commercial awareness of the key issues faced by the market. Additionally, experience across our wider offering would be viewed favourably (Catastrophe Risk; Reserving & Pricing; Exposure Management; Deals; IFRS17; Audit) as would a focus on new and emerging areas (e.g. Cyber, Climate, ESG). As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. We'd also expect you to take an active role in the strategic management and running of the practice and take a lead on one of our core product areas in risk and capital such as risk challenge or climate change/ESG. You'll also have opportunities to be involved as lead actuarial account driver on a number of our UK general insurance clients. On a day-to-day basis, you'll lead, manage and deliver a wide range of concurrent actuarial and multidisciplinary assignments, and act as our clients main point of day-to-day contact on assignments. The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Empowering Learning are seeking to appoint an enthusiastic, dynamic, hardworking person to join our team. This is for an Administrative role with some safeguarding support for the SLT, in a secondary school in Grimsby. The role involves a variety of administration and reception duties. You should have a positive and proactive outlook with the initiative and flexibility to work in a busy and challenging school environment. The successful candidate will: Be able to work independently and as part of a team. Have sound experience of administration procedures, planning and control, ideally in a school environment. Have excellent interpersonal skills with the ability to relate well to children parents and other adults, both face to face and over the telephone. Have an excellent working knowledge of ICT. Have the ability to multitask. Be committed to supporting the school vision, mission and values. Be able to work to deadlines and remain calm under pressure. Summary of Role: The school administrator will play a crucial role in providing an efficient and professional administrative service to pupils, staff, visitors and parents. They will undertake reception duties and pupil support duties as required, and ensure all visitors are appropriately greeted. The will provide comprehensive, confidential secretarial and financial support to the Head teacher to assist the smooth and efficient running of the school. They will assist with all the planning and development of support services, including daily attendance checks on pupils. They will maintain confidentiality at all times. Visits to the school are strongly encouraged. Empowering Learning Ltd. are committed to safeguarding and promoting the welfare and safety of children and young people and expect all staff to show this commitment. The successful candidate will be required to complete Disclosure and Barring Service declarations in line with Section 115 of the Police Act 1997. You will also be required to provide 2 professional references covering at least the last 2 years, and complete our online application followed by a video or face to face interview. Empowering Learning Ltd is a committed Equal Opportunities Employer and therefore will not discriminate on the grounds of age, gender, race, ethnicity, disability or sexual orientation.
Apr 29, 2024
Seasonal
Empowering Learning are seeking to appoint an enthusiastic, dynamic, hardworking person to join our team. This is for an Administrative role with some safeguarding support for the SLT, in a secondary school in Grimsby. The role involves a variety of administration and reception duties. You should have a positive and proactive outlook with the initiative and flexibility to work in a busy and challenging school environment. The successful candidate will: Be able to work independently and as part of a team. Have sound experience of administration procedures, planning and control, ideally in a school environment. Have excellent interpersonal skills with the ability to relate well to children parents and other adults, both face to face and over the telephone. Have an excellent working knowledge of ICT. Have the ability to multitask. Be committed to supporting the school vision, mission and values. Be able to work to deadlines and remain calm under pressure. Summary of Role: The school administrator will play a crucial role in providing an efficient and professional administrative service to pupils, staff, visitors and parents. They will undertake reception duties and pupil support duties as required, and ensure all visitors are appropriately greeted. The will provide comprehensive, confidential secretarial and financial support to the Head teacher to assist the smooth and efficient running of the school. They will assist with all the planning and development of support services, including daily attendance checks on pupils. They will maintain confidentiality at all times. Visits to the school are strongly encouraged. Empowering Learning Ltd. are committed to safeguarding and promoting the welfare and safety of children and young people and expect all staff to show this commitment. The successful candidate will be required to complete Disclosure and Barring Service declarations in line with Section 115 of the Police Act 1997. You will also be required to provide 2 professional references covering at least the last 2 years, and complete our online application followed by a video or face to face interview. Empowering Learning Ltd is a committed Equal Opportunities Employer and therefore will not discriminate on the grounds of age, gender, race, ethnicity, disability or sexual orientation.
Hays Specialist Recruitment Limited
Bury St. Edmunds, Suffolk
Your new company A growing and prestigious professional services organisation with offices based in Bury St Edmunds. Your new role This is a newly created job joining a heads-down and streamlined administration team. This is a busy and varied job and the duties will include but not limited to: Reception duties including meeting and greeting visitors, managing post in/out, scanning and filing. Managing and ordering stationery. Updating spreadsheets with financial data. Managing an in-house database. Preparing pro forma and template correspondence and forms. Completing online searches. Preparing and binding documents. Preparing tender documents. General office administration. What you'll need to succeed To succeed in this job you will need broad and current administration experience, be highly organised, used to managing your own workloads and working on your initiative. You will need excellent IT skills, including Microsoft Office Suite and previous database management experience. This role will require discretion; this job would suit a candidate who has worked in a professional services environment previously and is aware of the sensitive and confidential nature of the information they will be handling. What you'll get in return In return, you will be offered a competitive salary and benefits (DOE) Monday to Friday 8:45 - 5:15 100% office based On-site parking What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Apr 29, 2024
Full time
Your new company A growing and prestigious professional services organisation with offices based in Bury St Edmunds. Your new role This is a newly created job joining a heads-down and streamlined administration team. This is a busy and varied job and the duties will include but not limited to: Reception duties including meeting and greeting visitors, managing post in/out, scanning and filing. Managing and ordering stationery. Updating spreadsheets with financial data. Managing an in-house database. Preparing pro forma and template correspondence and forms. Completing online searches. Preparing and binding documents. Preparing tender documents. General office administration. What you'll need to succeed To succeed in this job you will need broad and current administration experience, be highly organised, used to managing your own workloads and working on your initiative. You will need excellent IT skills, including Microsoft Office Suite and previous database management experience. This role will require discretion; this job would suit a candidate who has worked in a professional services environment previously and is aware of the sensitive and confidential nature of the information they will be handling. What you'll get in return In return, you will be offered a competitive salary and benefits (DOE) Monday to Friday 8:45 - 5:15 100% office based On-site parking What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays EA is a trading division of Hays Specialist Recruitment Limited and acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator. You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met. This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.DAY TO DAY:• Prepare and package financial planning reports.• Preparing transactional templated client letters.• Liaise with product providers to obtain fees and charges on specific products.• Obtain and assist with the completion of application/instruction forms and fact finds.• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.• Uploading documents and correspondence to client records.• Maintaining accurate client information and recording client interaction on the back-office system.• Assisting with the onboarding process of new clients.• Assisting with the annual review process of existing clients.• Any additional ad-hoc requests and support on company projects as and when required.WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• Excellent communication skills, both written and verbal.• Be highly organised with good attention to detail.• Demonstrate being flexible and proactive with your approach.• Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience of working in a small to medium-sized financial services environment.AND FOR YOU:• £22,000-£23,000 per annum.• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Free fruit deliveries.• Charity fundraisers and social events. This is a full-time in the office role.Please apply today to be considered for this role!
Apr 29, 2024
Full time
Are you looking to join a dynamic and established financial services company? Do you have good communication and organisation skills? Are you flexible and have a proactive and can-do approach? Juice is delighted to be supporting a reputable professional services company based in Bath, with their search for an Administrator. You will be providing day-to-day administration support to the Operations team, delivering an excellent client service and ensuring deadlines are met. This is a fantastic opportunity to kickstart your commercial career, joining an organisaiton that offers long-term development.DAY TO DAY:• Prepare and package financial planning reports.• Preparing transactional templated client letters.• Liaise with product providers to obtain fees and charges on specific products.• Obtain and assist with the completion of application/instruction forms and fact finds.• Obtaining policy information, documents, factsheets, illustrations, and product comparison quotes.• Uploading documents and correspondence to client records.• Maintaining accurate client information and recording client interaction on the back-office system.• Assisting with the onboarding process of new clients.• Assisting with the annual review process of existing clients.• Any additional ad-hoc requests and support on company projects as and when required.WE WOULD LOVE TO SEE:• Strong experience using MS Office products.• Excellent communication skills, both written and verbal.• Be highly organised with good attention to detail.• Demonstrate being flexible and proactive with your approach.• Experience working as an administrator or someone who has a strong desire to work in financial services.• Self-motivated and adaptable to change.• Experience of working in a small to medium-sized financial services environment.AND FOR YOU:• £22,000-£23,000 per annum.• 25 Days holiday plus Bank Holiday.• Holiday buy and sell scheme.• Life assurance.• Group pensions.• Private medical care.• Income protection.• A range of discounts for schemes.• Free fruit deliveries.• Charity fundraisers and social events. This is a full-time in the office role.Please apply today to be considered for this role!
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Are you an individual who is organised, adaptable, good with figures and have excellent attention to detail? Are you an experienced Administrator? Yes? Then Belcan may just have your ideal Payroll and Project Administrator role! We at Belcan are recruiting for a Payroll and Project Administrator to ensure a consistent, smooth and efficient operation for our Workforce Solutions department based in our Bristol office. Day-to-day, the Payroll and Project Administrator will manage the setting up of new starters and processing any leavers for our recruitment business on our payroll software. You will also ensure all personal and financial records are maintained in accordance with GDPR and our QMS procedures for all our contract and temporary workers on our recruitment and payroll software systems. You will be responsible for ensuring all department related paperwork and documentation is completed in line with company policies and procedures in a timely manner. Key Skills and experience previous administration experience ideally with payroll and invoice creation experience. Proficient computer skills including MS Outlook & MS Office Suite. Ability to work in a Team environment. Able to communicate effectively at all levels, both written and verbally. Have strong organisational skills, including multi-tasking, prioritizing and time management. Have excellent attention to detail and being logical and numerate. Self-motivated and Goal oriented, able to work to tight deadlines. Remuneration and Benefits: Competitive Salary Company Pension Life Assurance 24/7 Mental Health Hotline Discounted Gym Membership Access to Nutritional Advice Discounted Eye Care Shopping savings - food, clothes, DIY, and films Discounted car and home insurance Octopus Electric Car Scheme (after probation) If this could be of interest to you, apply using the link below! Founded in 1958, Belcan has become a global technological leader and established go to Engineering Services provider, working within many industries including Aerospace, Defence, Marine, Nuclear, Automotive and Cyber Security with over 10,000 professionals serving hundreds of customers in over 60 locations worldwide. This vacancy is being advertised by Belcan.
Apr 29, 2024
Full time
Are you an individual who is organised, adaptable, good with figures and have excellent attention to detail? Are you an experienced Administrator? Yes? Then Belcan may just have your ideal Payroll and Project Administrator role! We at Belcan are recruiting for a Payroll and Project Administrator to ensure a consistent, smooth and efficient operation for our Workforce Solutions department based in our Bristol office. Day-to-day, the Payroll and Project Administrator will manage the setting up of new starters and processing any leavers for our recruitment business on our payroll software. You will also ensure all personal and financial records are maintained in accordance with GDPR and our QMS procedures for all our contract and temporary workers on our recruitment and payroll software systems. You will be responsible for ensuring all department related paperwork and documentation is completed in line with company policies and procedures in a timely manner. Key Skills and experience previous administration experience ideally with payroll and invoice creation experience. Proficient computer skills including MS Outlook & MS Office Suite. Ability to work in a Team environment. Able to communicate effectively at all levels, both written and verbally. Have strong organisational skills, including multi-tasking, prioritizing and time management. Have excellent attention to detail and being logical and numerate. Self-motivated and Goal oriented, able to work to tight deadlines. Remuneration and Benefits: Competitive Salary Company Pension Life Assurance 24/7 Mental Health Hotline Discounted Gym Membership Access to Nutritional Advice Discounted Eye Care Shopping savings - food, clothes, DIY, and films Discounted car and home insurance Octopus Electric Car Scheme (after probation) If this could be of interest to you, apply using the link below! Founded in 1958, Belcan has become a global technological leader and established go to Engineering Services provider, working within many industries including Aerospace, Defence, Marine, Nuclear, Automotive and Cyber Security with over 10,000 professionals serving hundreds of customers in over 60 locations worldwide. This vacancy is being advertised by Belcan.
Junior Administrator Due to increased volumes, our client is looking for individuals to join them, working in an ongoing temporary position where you will provide full administrative support to the team. These are great opportunities if you are looking to gain your first office based experience are keen to learn and would loke work in a corporate and Financial Services setting. You ll be fully trained to work on an ongoing project, which provides ongoing administrative support to a busy customer service team. Duties: Collation of data from numerous systems Administration of dedicated inbox Logging new cases and replying to queries The Individual: A team player, looking forward to training in and working as part of a new team Proficient handling and responding to emails and setting up new records (full training) Good attention to detail Keen to learn and self-motivated Perks: £11.44 per hour Starting 24th April 2024 Free onsite parking Weekly Pay Paid Holiday Monthly temporary awards and incentives Interviews are taking place immediately, so do not delay and apply today Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website. Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Apr 29, 2024
Full time
Junior Administrator Due to increased volumes, our client is looking for individuals to join them, working in an ongoing temporary position where you will provide full administrative support to the team. These are great opportunities if you are looking to gain your first office based experience are keen to learn and would loke work in a corporate and Financial Services setting. You ll be fully trained to work on an ongoing project, which provides ongoing administrative support to a busy customer service team. Duties: Collation of data from numerous systems Administration of dedicated inbox Logging new cases and replying to queries The Individual: A team player, looking forward to training in and working as part of a new team Proficient handling and responding to emails and setting up new records (full training) Good attention to detail Keen to learn and self-motivated Perks: £11.44 per hour Starting 24th April 2024 Free onsite parking Weekly Pay Paid Holiday Monthly temporary awards and incentives Interviews are taking place immediately, so do not delay and apply today Refer a friend and earn up to £500! If you know someone who is searching for a new opportunity, recommend Lloyd Recruitment Services and you will receive a retail voucher of your choice up the value of £500. Full details can be found on our website. Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion. By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Benefits include: Hybrid working, 3 days in the office per week, 2 from home 25 days holiday Contributory pension, life insurance, private medical insurance, child care vouchers, season ticket loans Excellent career development opportunities, progressive working environment Are you an experienced Administrator with excellent systems knowledge? Do you have current industry experience within financial services and loans? In this role you will be supporting the team with all aspects of administration throughout the life cycle, as well as supporting the head of the department with any system changes to ensure smooth running of the workflow. Prepare customer documents Updating in-house systems with a various documentation and cross checking with other systems, including ID Uploading Terms, mandates and authorisation forms Undertaking credit checking and other screening procedures and collating documentation regarding this Completing KYC refresh for existing customers Taking on additional responsibilities within credit in the future Inputting payment drawdowns Inputting and approving invoice payments to the system Organising document signatures Liaising with third parties regarding redemption fees Involvement in system updates and testing, as well as updating process documentation Reporting progress of updates and liaising with management If you have real interest in taking your career further within financial services, with an analytical mind and an eye for detail, this could be the role for you. Candidates will need to have: Experience of loan documentation Excellent systems experience Strong knowledge of KYC and AML Good numerical ability Call us or apply today for a change to join this dynamic and forward thinking organisation.
Apr 29, 2024
Full time
Benefits include: Hybrid working, 3 days in the office per week, 2 from home 25 days holiday Contributory pension, life insurance, private medical insurance, child care vouchers, season ticket loans Excellent career development opportunities, progressive working environment Are you an experienced Administrator with excellent systems knowledge? Do you have current industry experience within financial services and loans? In this role you will be supporting the team with all aspects of administration throughout the life cycle, as well as supporting the head of the department with any system changes to ensure smooth running of the workflow. Prepare customer documents Updating in-house systems with a various documentation and cross checking with other systems, including ID Uploading Terms, mandates and authorisation forms Undertaking credit checking and other screening procedures and collating documentation regarding this Completing KYC refresh for existing customers Taking on additional responsibilities within credit in the future Inputting payment drawdowns Inputting and approving invoice payments to the system Organising document signatures Liaising with third parties regarding redemption fees Involvement in system updates and testing, as well as updating process documentation Reporting progress of updates and liaising with management If you have real interest in taking your career further within financial services, with an analytical mind and an eye for detail, this could be the role for you. Candidates will need to have: Experience of loan documentation Excellent systems experience Strong knowledge of KYC and AML Good numerical ability Call us or apply today for a change to join this dynamic and forward thinking organisation.
Ernest Gordon Recruitment Limited
Oxford, Oxfordshire
IFA Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential? This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you'll spearhead any assistance for efficient planning across three core areas: Personal, Corporate & Business, and financial management. In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations using Intelligent Office, and providing support to Paraplanners and Financial Advisors in their daily activities. This role would suit an experienced IFA or experienced Financial Admin, dedicated to delivering unparalleled service and ensuring client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, avenues for Progression, and additional company perks. The Role: IFA Administrator Putting together client documents and annual review packs Liaising with product providers Client engagement Monday to Friday (Hybrid/ Remote available once settled in role) The Person: Administrator Financial services experience Commutable to Oxford Reference Number: BBBH12863 Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Oxford, Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
Apr 29, 2024
Full time
IFA Administrator £28,000 - £37,000 + Excellent Training + Hybrid working available + Supportive Culture + Great Holiday Package + Progression Opportunities to Paraplanner Oxford, commutable from Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury Are you an IFA administrator, or administrator with any financial services experience, looking for an exciting new role within a rapidly growing financial planning firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential? This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 25 years, as part of the team, you'll spearhead any assistance for efficient planning across three core areas: Personal, Corporate & Business, and financial management. In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations using Intelligent Office, and providing support to Paraplanners and Financial Advisors in their daily activities. This role would suit an experienced IFA or experienced Financial Admin, dedicated to delivering unparalleled service and ensuring client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, avenues for Progression, and additional company perks. The Role: IFA Administrator Putting together client documents and annual review packs Liaising with product providers Client engagement Monday to Friday (Hybrid/ Remote available once settled in role) The Person: Administrator Financial services experience Commutable to Oxford Reference Number: BBBH12863 Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Financial Planning, Oxford, Abingdon, Didcot, Aylesbury, Bicester, Witney, Banbury If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set. Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
IFA Administrator, Finchley North London Fridays from home Up to £35,000 plus company bonuses This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow 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.As an IFA Administrator, you will be working directly with the Lead Adviser to provide support for high-net-worth clients. Personal development & full study support for CII Financial Planning exams provided. IFA Administrator responsibilities include: Adding new client data onto back office system Process new business Liaising with clients and providers where appropriate Adding and updating New business and Fees onto back office system Processing fund switches and withdrawals Sending Letters of Authority (LOA) and following up with the providers Dealing with telephone and postal queries Producing client valuations Desired Skills & Experience Experience working within an IFA firm, carrying out IFA Administration duties Experience using Intelligent Office software is essential Excellent customer service skills & administration skills What's on offer? Basic Salary of up to £35,000 per annum depending on experience Fridays working from home Initially 22 days holiday rising to 24 days after 2 years of employment An additional day off for your Birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Christmas and Summer parties Quarterly get together and team building Small milestone gifts What 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: Financial Planning Administrator, Client Services Administrator, Sales Support
Apr 29, 2024
Full time
IFA Administrator, Finchley North London Fridays from home Up to £35,000 plus company bonuses This is an exciting opportunity for an IFA Administrator to head up the growing Financial division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and will allow 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.As an IFA Administrator, you will be working directly with the Lead Adviser to provide support for high-net-worth clients. Personal development & full study support for CII Financial Planning exams provided. IFA Administrator responsibilities include: Adding new client data onto back office system Process new business Liaising with clients and providers where appropriate Adding and updating New business and Fees onto back office system Processing fund switches and withdrawals Sending Letters of Authority (LOA) and following up with the providers Dealing with telephone and postal queries Producing client valuations Desired Skills & Experience Experience working within an IFA firm, carrying out IFA Administration duties Experience using Intelligent Office software is essential Excellent customer service skills & administration skills What's on offer? Basic Salary of up to £35,000 per annum depending on experience Fridays working from home Initially 22 days holiday rising to 24 days after 2 years of employment An additional day off for your Birthday every year Excellent training and development opportunities Private medical insurance Bonus scheme Pension Contribution Christmas and Summer parties Quarterly get together and team building Small milestone gifts What 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: Financial Planning Administrator, Client Services Administrator, Sales Support
We are seeking a detail-oriented Accounts & Data Administrator. You will be responsible for assisting with various tasks and ensuring the accuracy of financial records. Our client is a leading player when it comes to airtime and distribution. This is a full-time permanent role in the Nottingham area. To provide support to the Finance team in the financial accounting function, responsibilities for this role will include Extracting data from reports Vlookups Raising manual invoicesCredit ControlCommission reconciliation for partners.Identifying and correcting partner commissionsHandling incoming calls and queries from partners.Analysing commissions dataMonitoring Commercial viability of salesProcessing Expenses Working hoursMonday - Thursday 9.00-17.30 (1 hour lunch)Friday 9.00-17.00 (30 mins)DetailsSalary: £27,750Office BasedFull time - PermanentAnnual leave allowance per year, 31 daysOn - site parkingIf you are a motivated individual with a passion for numbers and attention to detail, we encourage you to apply for this position and contribute to the success of our client. If you have a background working in a Data environment or have worked with Sage Line 50 apply today - please send your CV or for further information please call our Nottingham office Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Apr 29, 2024
Full time
We are seeking a detail-oriented Accounts & Data Administrator. You will be responsible for assisting with various tasks and ensuring the accuracy of financial records. Our client is a leading player when it comes to airtime and distribution. This is a full-time permanent role in the Nottingham area. To provide support to the Finance team in the financial accounting function, responsibilities for this role will include Extracting data from reports Vlookups Raising manual invoicesCredit ControlCommission reconciliation for partners.Identifying and correcting partner commissionsHandling incoming calls and queries from partners.Analysing commissions dataMonitoring Commercial viability of salesProcessing Expenses Working hoursMonday - Thursday 9.00-17.30 (1 hour lunch)Friday 9.00-17.00 (30 mins)DetailsSalary: £27,750Office BasedFull time - PermanentAnnual leave allowance per year, 31 daysOn - site parkingIf you are a motivated individual with a passion for numbers and attention to detail, we encourage you to apply for this position and contribute to the success of our client. If you have a background working in a Data environment or have worked with Sage Line 50 apply today - please send your CV or for further information please call our Nottingham office Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Bristol to recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running. Key Responsibilities Assist Chartered Financial Planners with client communication and document preparation Manage client data and maintain accurate records using internal systems Prepare and process applications, ensuring compliance with regulatory standards Coordinate and schedule client appointments, managing the planners' calendars Liaise with various stakeholders, including clients, providers, and internal teams Contribute to the smooth functioning of the team by handling general administrative tasks Qualifications And Experience You must have a minimum of 2 years Financial Services Administration experience Excellent organizational skills and attention to detail Strong communication skills, both written and verbal Proficiency in using office software and tools, including Microsoft Office A proactive and adaptable mindset, capable of managing varying workloads What's On Offer The opportunity to work with a highly successful and respected team of Chartered Financial Planners Exposure to the intricacies of holistic financial planning for HNW and UHNW clients A supportive and collaborative work environment A competitive basic salary Full on the job training & support Free parking
Apr 28, 2024
Full time
Mbf are working with a highly successful, Chartered Financial Planning practice based on the outskirts of Bristol to recruit an additional IFA Administrator. Our client is a boutique business who provide holistic financial solutions to clients across the South West, they are a growing practice that have a fantastic reputation. As an IFA Administrator, you will play a pivotal role in supporting Chartered Financial Planners in their daily operations. The Financial Planners you will be working with focus on HNW & UHNW clients, as a result the client is looking to recruit an experienced/professional individual who can hit the ground running. Key Responsibilities Assist Chartered Financial Planners with client communication and document preparation Manage client data and maintain accurate records using internal systems Prepare and process applications, ensuring compliance with regulatory standards Coordinate and schedule client appointments, managing the planners' calendars Liaise with various stakeholders, including clients, providers, and internal teams Contribute to the smooth functioning of the team by handling general administrative tasks Qualifications And Experience You must have a minimum of 2 years Financial Services Administration experience Excellent organizational skills and attention to detail Strong communication skills, both written and verbal Proficiency in using office software and tools, including Microsoft Office A proactive and adaptable mindset, capable of managing varying workloads What's On Offer The opportunity to work with a highly successful and respected team of Chartered Financial Planners Exposure to the intricacies of holistic financial planning for HNW and UHNW clients A supportive and collaborative work environment A competitive basic salary Full on the job training & support Free parking
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.
Apr 28, 2024
Full time
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.
Apr 28, 2024
Full time
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins. As they grow and evolve further, they are now seeking Project Pension Administrators to support their growing pension scheme administration service. These roles are specifically intended to support the operational teams in delivering scheme projects alongside business as usual operations that will see you supporting the operational teams in the delivery of technical administration projects but without the operational/portfolio responsibilities. Working within team that have been designed to help the business quickly adapt and deliver administration projects without the need to divert resources from existing day-to-day operations, you will see yourself gain experience working on a variety of projects including GMP reconciliation and equalisation, benefit analysis and rectification work, new scheme implementations and scheme events; and support etc. With the ability to prioritise projects and scheme work to ensure delivery in accordance with client Service Level Agreements, it is essential that you have proven experience in delivering administration services to Defined Benefit pension schemes and a strong technical pensions and legislative knowledge and understanding These roles are offered on a flexible hybrid working basis (offices are based in Bristol, Leeds, Glasgow, Edinburgh, Reading, Croydon, Manchester, Birmingham and Bristol) and are perfect career opportunities for experienced pension administrators who are looking to move away from the daily scheme administration and develop their expertise and knowledge further within a project related role. Offering an exceptional basic salary (dependent on level of experience) and a highly attractive benefits package, further details are available on application.
HDI Global Specialty SE is a specialty lines insurer. It is owned by HDI Global SE, part of the Talanx Group. HDI Global Specialty's focus is on writing agency and specialty insurance business with operations in 9 locations and access to a global network of more than 175 countries through the HDI Global SE network. HDI Global Specialty also enjoys the same financial strength as HDI Global SE. The role Support the delivery of the functional strategic plans by being responsible for certain legal activities, which includes planning and organising own workload/resources to ensure responsibilities and commitments are performed to the required standards, timescales and targets. Responsible for ensuring that all activities performed by HDI Specialty UK Branch or those which are co-sourced are conducted in accordance with relevant regulations and to ensure maintenance of required standards of legal compliance. Key accountabilities Provision of legal and regulatory advice to HDI Specialty UK Branch Provide legal experience and expertise, including drafting, negotiation and review of all relevant commercial agreements in accordance with regulatory requirements and internal controls (for example: agency agreements, binding authority agreements, third party administrator agreements, agreements for services, SLAs, non-standard TOBAs, run-off agreements, co-insurance agreements, re-insurance agreements, share purchase agreements, software & licence agreements and confidentiality agreements) To maintain knowledge and work with the rest of the legal team on local data protection and privacy law Work in a cross-border team to resolve legal issues Horizon scanning and monitoring all relevant legal developments for circulation to the department, business, and in order to strategically advise senior management and Home Office (where applicable) Provide assistance with maintaining the UK legal precedent bank When required, review and adapt UK policies for local laws and regulations To provide assistance on non-Claims department disputes and settlement discussions and, where necessary, oversee instructions of external legal counsel Assist with and where necessary advise the business on HSUB-related corporate legal matters, including Part VII/portfolio transfers and M&A activities Develop client relationships in conjunction with underwriting functions, including participating in Principal's Meetings where necessary Escalate any issues and inefficiencies identified within the department and assist with revising working methods/processes to enhance effectiveness, quality and processes for the department, including identifying appropriate legal technology Provide training to the business on new and ongoing legal issues Identify courses and seminars relevant to the legal team and make recommendations for their attendance to ensure CPD maintenance Skills & experience Law degree (or equivalent) and admission to practice in a Commonwealth Jurisdiction with at least NQ to 4 years' post qualification experience (obtained either in private practice or in-house) Experience within general insurance, preferably non-life Proactive and highly motivated Other If you require support with your application, please contact
Apr 28, 2024
Full time
HDI Global Specialty SE is a specialty lines insurer. It is owned by HDI Global SE, part of the Talanx Group. HDI Global Specialty's focus is on writing agency and specialty insurance business with operations in 9 locations and access to a global network of more than 175 countries through the HDI Global SE network. HDI Global Specialty also enjoys the same financial strength as HDI Global SE. The role Support the delivery of the functional strategic plans by being responsible for certain legal activities, which includes planning and organising own workload/resources to ensure responsibilities and commitments are performed to the required standards, timescales and targets. Responsible for ensuring that all activities performed by HDI Specialty UK Branch or those which are co-sourced are conducted in accordance with relevant regulations and to ensure maintenance of required standards of legal compliance. Key accountabilities Provision of legal and regulatory advice to HDI Specialty UK Branch Provide legal experience and expertise, including drafting, negotiation and review of all relevant commercial agreements in accordance with regulatory requirements and internal controls (for example: agency agreements, binding authority agreements, third party administrator agreements, agreements for services, SLAs, non-standard TOBAs, run-off agreements, co-insurance agreements, re-insurance agreements, share purchase agreements, software & licence agreements and confidentiality agreements) To maintain knowledge and work with the rest of the legal team on local data protection and privacy law Work in a cross-border team to resolve legal issues Horizon scanning and monitoring all relevant legal developments for circulation to the department, business, and in order to strategically advise senior management and Home Office (where applicable) Provide assistance with maintaining the UK legal precedent bank When required, review and adapt UK policies for local laws and regulations To provide assistance on non-Claims department disputes and settlement discussions and, where necessary, oversee instructions of external legal counsel Assist with and where necessary advise the business on HSUB-related corporate legal matters, including Part VII/portfolio transfers and M&A activities Develop client relationships in conjunction with underwriting functions, including participating in Principal's Meetings where necessary Escalate any issues and inefficiencies identified within the department and assist with revising working methods/processes to enhance effectiveness, quality and processes for the department, including identifying appropriate legal technology Provide training to the business on new and ongoing legal issues Identify courses and seminars relevant to the legal team and make recommendations for their attendance to ensure CPD maintenance Skills & experience Law degree (or equivalent) and admission to practice in a Commonwealth Jurisdiction with at least NQ to 4 years' post qualification experience (obtained either in private practice or in-house) Experience within general insurance, preferably non-life Proactive and highly motivated Other If you require support with your application, please contact
We have an exciting opportunity for a Scheduler to join the team at UK Power Networks in Bury St Edmunds. The role will involve handling General and Smart Metering Enquiries. The role will be for 12-18 months. The position will require the successful candidate to work full time in the office. DIMENSIONS: • To safely and effectively schedule staff (direct and contractors) in the Region. • Achieving full utilisation of the resources and updating scheduling tools or any new scheduling systems. • Operate work management tools (MRS), (GPS), (SAP) and PC systems to assist with the issuing and completion of work. • Raise and process purchase orders using SAP, including the generation of management reports. • Provide regular feedback to the Field Engineers and Field Staff Supervisors. • Take and resolves telephone queries from internal and external customers. • Liaise with other Directorates as necessary to ensure effective working at the Regional Office. • Support the investigation of customer complaints. • Record and co-ordinate Electricity Guaranteed Standards. • Records annual leave and other absence. • Liaise with Field Staff and update systems with timely information from site as required. • Liaison with Local Authorities regarding NRSWA and Section 74 issues. • Liaise with contactors to ensure compliance with section 74 of the New Roads and Street Works Act. • Raising or requesting Street Works Notices and Permits as appropriate • To work as a team with other Delivery & Business Services Administrators, Field Staff Supervisors and Field Engineers to ensure staff are effectively scheduled and fully utilised. • Ensure compliance with policies and procedures. • Be required to carry out a storm role during emergencies. PRINCIPLE ACCOUNTABILITIES: Financial: • Schedule staff effectively in order to keep overtime expenditure to minimum levels. Customer: • Liaise with field staff and update systems in a timely fashion to ensure our customers are given up to date information regarding their jobs. • Ensure that Electricity Guaranteed Standards are adhered to and correctly recorded. • Liaison with customers where appropriate to make appointments and provide updates on progress with jobs. • Effective scheduling of resources to minimise CML impact and customer complaints. Process: • Safely and effectively schedule staff (direct and contractors). • Update SAP and other systems in a timely manner. • Raise purchase orders when required in a timely manner. • Ensure that the scheduling systems are updated regularly to ensure there is good visibility of all staff. • Record annual leave and other absence for all field based staff in the Region. • Liaise with contractors to ensure compliance with section 74 of the New Roads and Street Works Act. • Manage workloads efficiently and to time. People: • Active participation in Individual Performance Review (IPR) sessions with your Line Manager. • Attendance at monthly Team Briefings. • Management of days lost through sickness. • Management of days lost through accidents. • Management of non-lost time accidents. KNOWLEDGE, SKILLS, QUALIFICATIONS & EXPERIENCE: • A basic understanding of the Network and the various types of jobs undertaken would be an advantage. • Ability to work in a pressured environment as part of a highly focused team. • Good level PC literacy, with the ability to learn and use a variety of systems with fast and accurate keyboard skills. • Team working The drive and ability to work co-operatively with others to achieve shared goals and optimise the contribution of all members of the team. • Initiative - A bias for action and problem resolution. • Flexible attitude to work and working hours. • Ability to build good working relationships with other staff and other teams within UK Power Networks and external partners. • Level 3 City & Guilds 2339 formally 2322 certificate in electrical technology engineering would be an advantage. LMIND
Apr 28, 2024
Contractor
We have an exciting opportunity for a Scheduler to join the team at UK Power Networks in Bury St Edmunds. The role will involve handling General and Smart Metering Enquiries. The role will be for 12-18 months. The position will require the successful candidate to work full time in the office. DIMENSIONS: • To safely and effectively schedule staff (direct and contractors) in the Region. • Achieving full utilisation of the resources and updating scheduling tools or any new scheduling systems. • Operate work management tools (MRS), (GPS), (SAP) and PC systems to assist with the issuing and completion of work. • Raise and process purchase orders using SAP, including the generation of management reports. • Provide regular feedback to the Field Engineers and Field Staff Supervisors. • Take and resolves telephone queries from internal and external customers. • Liaise with other Directorates as necessary to ensure effective working at the Regional Office. • Support the investigation of customer complaints. • Record and co-ordinate Electricity Guaranteed Standards. • Records annual leave and other absence. • Liaise with Field Staff and update systems with timely information from site as required. • Liaison with Local Authorities regarding NRSWA and Section 74 issues. • Liaise with contactors to ensure compliance with section 74 of the New Roads and Street Works Act. • Raising or requesting Street Works Notices and Permits as appropriate • To work as a team with other Delivery & Business Services Administrators, Field Staff Supervisors and Field Engineers to ensure staff are effectively scheduled and fully utilised. • Ensure compliance with policies and procedures. • Be required to carry out a storm role during emergencies. PRINCIPLE ACCOUNTABILITIES: Financial: • Schedule staff effectively in order to keep overtime expenditure to minimum levels. Customer: • Liaise with field staff and update systems in a timely fashion to ensure our customers are given up to date information regarding their jobs. • Ensure that Electricity Guaranteed Standards are adhered to and correctly recorded. • Liaison with customers where appropriate to make appointments and provide updates on progress with jobs. • Effective scheduling of resources to minimise CML impact and customer complaints. Process: • Safely and effectively schedule staff (direct and contractors). • Update SAP and other systems in a timely manner. • Raise purchase orders when required in a timely manner. • Ensure that the scheduling systems are updated regularly to ensure there is good visibility of all staff. • Record annual leave and other absence for all field based staff in the Region. • Liaise with contractors to ensure compliance with section 74 of the New Roads and Street Works Act. • Manage workloads efficiently and to time. People: • Active participation in Individual Performance Review (IPR) sessions with your Line Manager. • Attendance at monthly Team Briefings. • Management of days lost through sickness. • Management of days lost through accidents. • Management of non-lost time accidents. KNOWLEDGE, SKILLS, QUALIFICATIONS & EXPERIENCE: • A basic understanding of the Network and the various types of jobs undertaken would be an advantage. • Ability to work in a pressured environment as part of a highly focused team. • Good level PC literacy, with the ability to learn and use a variety of systems with fast and accurate keyboard skills. • Team working The drive and ability to work co-operatively with others to achieve shared goals and optimise the contribution of all members of the team. • Initiative - A bias for action and problem resolution. • Flexible attitude to work and working hours. • Ability to build good working relationships with other staff and other teams within UK Power Networks and external partners. • Level 3 City & Guilds 2339 formally 2322 certificate in electrical technology engineering would be an advantage. LMIND
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.
Apr 28, 2024
Contractor
As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be 23,500. Your main activities and duties will include: Reviewing the support email inbox daily and assigning team tasks Requesting new codes from lenders and providers Sending updates and amendments to lenders and providers Reviewing and completing regular agency codes chase-ups for missing requests Inputting all code responses into relevant internal systems Serving as the point of contact for all adviser queries related to lender and provider registrations Completing network notification updates on all internal systems (approvals, leavers, change of details, etc.) Vetting and approving employed AR administrators into the network in line with network and FCA requirements Completing the network welcome pack for all new network brokers, including activating systems, conducting welcome calls detailing next steps, completing onboarding satisfaction questionnaires, sending out authorization approval letters and helpful guides, and making post-approval catch-up calls with brokers at intervals of 1, 3, and 6 months post-appointment date Providing post-appointment support, training, and competence sign-offs/letters for existing advisers, as well as updating internal systems to reflect changes Completing AR, significant controller, adviser, introducers, and administrator terminations, resignations, and suspensions, including completion of network letters, notification to the regulator, conducting leaver exit discussions with brokers, production review checks, internal notifications, and internal system updates Completing third-party reference requests for all released significant controllers, advisers, introducers, and network registered administrators Ability to take network phone calls via direct line, overflow, or team queries Regularly liaising with both internal and external contacts Working collaboratively as part of a wider Broker Services Team Subsidiary duties include: Other duties commensurate with the role Providing post-appointment support for customers Ad-hoc projects as and when required Supporting the network's values and objectives within the context of the role Technical skills/competencies required: Strong IT skills, particularly in the Microsoft Office Suite Experience, skills, and attributes required: Experience in building successful relationships with internal and external stakeholders Excellent customer service and communication skills, both written and verbal Ability to work methodically and accurately on multiple administrative tasks Organised and efficient with a high standard of attention to detail Ability to work to tight deadlines, meet set targets, and plan work effectively Strong team player, capable of working collaboratively and independently Ability to think creatively and positively Ability to work with limited supervision and make appropriate decisions Self-motivated, able to complete tasks and exercise judgement Experience, qualifications, and other requirements specific to the role: Relevant financial services qualification (e.g., FPC1; CeMAP 1 or equivalent) desirable GCSE Maths/English (grade C or above) Customer services background essential Acorn by Synergie acts as an employment agency for permanent recruitment.